With High Inflation Comes Rich Opportunities

Andy Snyder|December 16, 2021

The news isn’t great. Inflation is soaring. Europe’s largest economy is sliding backward. And the Fed is up to its same old tricks.

Folks are worried. We hear from readers every day who wonder what they should do.

To get to our answer, we’ll start with the facts.

We know prices are climbing. We can’t leave the house without being hit with them.

One of the economy’s most important price gauges – the producer price index – just hit a record high. The cost for businesses to do business has surged 9.6% over the last year.

Is it Weimar Republic-type inflation? No.

Is it the same sort of surge in prices that led this country into a crisis – and a huge shake-up in our monetary system – in the late 1970s and early 1980s? Youbetcha.

In the eyes of many… it’s worse.

The Manward office was abuzz this week after a jaw-dropping interview with investing legend Peter Schiff. He told the world what we already know… that even this week’s alarming figures are too low.

The government is comparing bottom-of-the-barrel apples to very expensive oranges.

From Mr. Schiff…

If we were using the same CPI (consumer price index) we used in 1982, the rate would be closer to 15%, which means it’s the worst year in inflation in U.S. history.

He’s right. The still-standing record for inflation came 41 years ago, in 1980, when consumer prices rose at an annual clip of 13.5%. But back then… the math was different.

The Bureau of Labor Statistics made, in its words, “sweeping” changes in 1998. The move made sense, as folks weren’t paying for cellphones in 1975. They weren’t driving big, expensive SUVs, either. Nor were they buying computer software or jumping into six figures’ worth of college debt.

Like Schiff says, if we went back to the equation of yore… the numbers would be getting a lot more attention from the press.

As for what to do about all this… fortunately, history leaves some bread crumbs for us to follow.

The Good News

We know that folks who bought in the face of inflation in the 1980s were rewarded handsomely for their bold moves. At the start of the decade, the S&P 500 was at 110 points. By the end of the decade, it had more than tripled to 340 points.

In fact, it was a unique time for investors – one of the greatest sea changes in the modern markets.

We know the 1970s were a tough decade for investors. The S&P barely budged during the decade. It went from 90 points in 1970 to, again, 110 points in 1980. Thanks to oil-induced volatility, it was a chaotic period.

But we’ve spent enough time on the water to know that something special happens when the tide goes out. It exposes what lies beneath the surface.

We can see the rusty pilings. We can see the banks that are undercut. And, every once in a while, we can see a chunk of gold that just rolled down the river.

As the tide rolled back in for America, the folks who took advantage of what they saw had much to gain.

It was a unique period in history that offered a rich blend of income-generating opportunities (wouldn’t you like a fraction of what your bank paid then?).

It was the period that created some of the greatest growth stocks in history (including Apple, Microsoft and most of Silicon Valley’s modern behemoths).

And it was the last time that value stocks outshined everything.

So while it’s easy to cast a skeptical eye on all that’s happening, the news isn’t all that bad.

History tells us that once the barnacles are exposed, some truly great opportunities will abound.

Big Announcement

That’s why we’re doing something special to end the year.

We never thought we would. We didn’t think we’d have to.

But we’re opening access to Alpesh Patel’s GVI Investor back up… for just two more weeks.

As you know, when we launched it earlier this fall, we said we’d let just 450 folks in. That was it. We quickly hit that limit and shut it down.

But after more than a month of great success and extremely happy subscribers, we feel we can let a few more folks in. Given what’s happening in the market right now… it’s an obligation.

Alpesh is one of the finest minds in all of the economic world. He’s lectured to the most sophisticated of audiences… he’s written the top books… he’s won the competitions… he’s had the TV shows… and, just this week, he received an incredible royal award.

In a situation like this, when so many investors need top-notch guidance, we feel obligated to make his thoughts, ideas and recommendations available to as many folks as possible.

He’s the best in the business.

Not everybody can get in. We still have a limit in place.

But if you missed the first opening… this is your chance. Perhaps your final chance.

Here is everything you need to know.

The tide is turning.

Take advantage of this rare opportunity.