Editor’s Note: Every week, we’re featuring expert insights from contributing editor and master forecaster Phil Anderson. Read on for Phil’s latest update as we move further into the melt-up phase of the 18.6-year real estate cycle.
I admit I’m enjoying writing to you all through Nomi Prins’ Inside Wall Street e-letter.
And I am very happy to have received feedback – both from those who have been following me for some time and those of you who normally don’t get to read my musings on here.
Like reader Matthew H., who wrote…
Phil Anderson has hit on reality in understanding that the market cycle depends upon the real estate/land cycle.
And The Signal subscriber Theron M., who said…
Phil, I’m really enjoying my subscription to your service. It’s opened up a new world on economics and investing that I’d not ever heard of – the critical role land cycles play in the larger economy and investing cycles. Great and eye-opening reading.
All your thoughts, encouragement, and constructive criticism are most welcome.
When I wrote to you recently about the current “melt-up” phase we are experiencing in markets, it occurred to me that a handful of my readers still don’t believe it.
Fair enough.
My work does revolve around certain things that aren’t well-known, certainly not taught in mainstream economics courses, and mostly ignored by the mass media.
I get it.
Ultimately, though, actions speak louder than words.
And so, I decided to spend 15 minutes – yes, 15 minutes – reviewing some of my go-to financial media sources.
I can say that today’s letter is targeted at the tiny minority of readers who are yet to be convinced. For most of my readers – you’ll get this!
Here’s What Happens During a “Melt-Up” Phase
So, below are the results of my 15 minutes of forensic research into the evidence of my trust in the 18.6-year real estate cycle.
I’ll show you why my trust in the cycle remains firm.
And why, when it tells me we should be in the “melt-up” phase of the cycle, I listen.
The first piece of evidence is the run-up in the Bitcoin price.
Source: Financial Times
The recent SEC decision to allow the listing of Bitcoin-exposed ETFs has seen huge retail demand for it.
It has also driven the Bitcoin price higher after many months of general disinterest in it.
Another long-dormant theme now seemingly reawakening is mergers and acquisitions in the oil and gas sector.
Among all the media spin about green energy, the fact is we aren’t there yet.
And thus, more traditional fossil fuels are desperately needed to drive economic growth.
Source: Financial Times
Watch now as the numbers for oil and gas deals keep getting bigger and bigger.
The third piece of evidence comes from private asset management firms like Blackstone.
Source: Financial Times
Private funds under management have quietly and with little recent fanfare been raking in cash.
It’s always after the fact that you hear about it.
But ask yourself: How is it possible all this money is being plowed into these funds if, like the experts tell us, we are about to enter a recession?
Source: Financial Times
Here’s your answer – investors want in!
These fund managers will let the average investor be fooled by the mass media and instead position themselves to benefit from the current melt-up phase.
15 minutes. That’s all I needed to find these articles.
There are many, many more like it from across every industry, every nation, every sector.
The world is BOOMING.
There is truly only one thing left to decide now.
What are YOU doing about this?
I have an idea about that, which I shared with my readers at The Signal this week. If you’re a paid-up Signal subscriber, go here to see.
If you’re not paid-up yet, keep tuning in for my Cycles Trading Spotlight every week here at Inside Wall Street…
Regards,
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Phil Anderson
Contributing Editor, Inside Wall Street With Nomi Prins