The largest returns from investing coming from one of two things:
1) Compounding (meaning holding for prolonged periods, e.g. years if not decades).
2) Catching MAJOR shifts in the financial system.
Today, we need to talk about #2… because another round of inflation is coming. And with the right positions, the opportunity for extraordinary gains is present.
If you don’t believe me, take a look at what the bond market is saying.
The Fed likes to pretend that it uses sophisticated models to decide whether to change interest rates, but the reality is that the Fed usually ends up tracking the yield on the 2-Year U.S. Treasury.
The Fed has cut rates to 3.5%. The yield on the 2-Year Treasury bond (which the Fed tends to follow) is currently at 4%. This means that the Treasury market, which is one of the most liquid, sophisticated markets in the world, is signaling not only that the Fed WON’T be cutting rates anymore but that the Fed is likely to raise rates TWO TIMES in the next 24 months.
From a purely technical analysis perspective, this is a VERY bullish chart, signaling that higher bond yields are coming. Treasury yields trade based on inflation (among other things), so the fact that the yield on the 2-Year Treasury is breaking out to the upside is a major warning that higher inflation is coming.
The 2-year Treasury is not the only part of the bond market screaing that inflation is coming… the yield on the 30-year U.S. Treasury has just cleared 5% for the first time since 2007. If this was a stock, you’d call this a MAJOR breakout signaling a new bull market is coming. But because this is the yield on a critically important bond… this is a MAJOR warning that higher inflation is coming.
My point here is that if you are looking to see outsized gains from the investing, you need to frame your portfolio based on what is coming not what has already happened.
And right now… another round of inflation is incoming.
On that note, we just published a Special Investment Report concerning FIVE secret investments you can use profit from the next major bull run in precious metals miners.
The report is titled Survive the Inflationary Storm. And it explains my top precious metals plays, including their names, their symbols, and the resources they own. These are HIGH OCTANE positions that rallied 75%, 140%, 150%, 180%, 280% and an incredible 574% in 2025! And I wouldn’t be surprised to see them repeat this performance in 2026.
Normally I’d charge $499 for this report as a standalone item, but in light of what is unfolding today, we are making just 100 copies available to the public.
To grab one of the last remaining copies…
Best Regards
Graham Summers
Chief Market Strategist
Phoenix Capital Research
