The financial system is rapidly changing. And those who invest accordingly stand to make fortunes.
The conflict in Iran has revealed something vital to understanding the future of the financial system. Specifically, the most crucial component for the economy is not technology, IP, or even strategy.
No, it’s hard assets.
In the case of the Iranian conflict, oil is the asset in question. Most people think of oil as related to automobiles, but the reality is that oil prices input into everything: heating, electricity, shipping, food, manufacturing, etc. Petroleum oil is a foundational ingredient in jet fuel, heating oil, asphalt, tar, plastics, polyethylene, polystyrene, PVC, synthetic fibers, polyester, nylon, acrylic, spandex, synthetic rubber, tires, shoe soles, gaskets, petroleum jelly, mineral oil, paraffin wax, candles, surfboard wax, fertilizers, pesticides, detergents, household cleaners, paint, lacquer, enamel, adhesives, glues, lubricants, motor oils, ink, lipstick, foundation, eyeliner, shampoos, conditioners, toothpaste, aspirin, antihistamines, synthetic vitamins, food-grade wax, and chewing gum base.
An on and on.
In this context, the world can stomach higher oil prices provided they are short-lived… but if oil remains above $90 per barrel for long… the economy rapidly begins to crumble.
Oil is not the only hard asset proving its value to the economy today. One of the great ironies of the AI revolution is that it will actually be driven by hard assets/ commodities.
In order to function, AI and its derivative assets (data centers, graphics processing units, grid infrastructure) require a laundry list of hard assets: copper, high-purity silicon, silver, gold, aluminum, gallium, germanium, antimony, tantalum, rare earth elements, lithium, cobalt, natural gas, uranium, nuclear fuel rods, high-voltage transformers, electrical switchgear, steel, concrete.
Put simply, the single most important ingredients to economic growth as well as technological innovation are hard assets.
And the financial system is finally waking up to this fact.
The MAG-7 are collapsing… while commodities are SOARING.
Nvidia (NVDA) is the most critical stock in the world to the AI trade. But Gold Miners (GDX) are outperforming it by a MASSIVE margin over the last two years… even accounting for the recent decline in GDX shares due to forced liquidations.
You get my point…The smart money is already rotating into hard assets and precious metals — the sectors that will outperform going forward.
If you’re looking for guidance on how to profit from this, I can show you how.
On that note, our Special Investment Report titled Survive the Inflationary Storm details FIVE precious metals mining plays you can use to potentially make extraordinary gains. These are HIGH OCTANE positions that rose 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