John Pangere

What if tariffs aren’t inflationary after all?  What if they’re actually deflationary, where prices fall? Or disinflationary, where they rise at a much slower rate? If that’s the case, which John Pangere believes it is, then if you’re preparing for inflation and you get disinflation, it’s probably not going to help your portfolio.

Out of 44 rare earth metals, China is the leading supplier of 30. The U.S. depends entirely on imports for 12 of these metals. It sources more than half of its needed supply for the other 28. This means U.S. military security is in the hands of Chinese mining companies. That’s a major problem. But if you know where to look, it also means a potentially massive opportunity for investors.

As we’ll look at today, Benjamin Roth’s The Great Depression: A Diary is a lesson worth paying attention to as stocks experience one of their worst selloffs in history.

As John Pangere notes, the Mag 7 isn’t the only game in town. There are stretches – long stretches! – when value stocks outperform growth stocks and when international stocks outperform American. Is now one of those times? Both John and I believe it is.

Today, John Pangere will help you make the best choice between two similar yet different assets. By arming you with the right tools and information, you can act strategically to make moves that can change your investment prowess.

Will Musk replace the entire government workforce with AI? Probably not. But if he even skims the surface, the quality of government services will improve by leaps and bounds. And as my Freeport fellow John Pangere points out, it’s also a phenomenal profit opportunity.