Beat Inflation Blueprint: No-Brainer Strategies to Help You Thrive No Matter What Happens Next
Beat Inflation Blueprint: No-Brainer Strategies to Help You Thrive No Matter What Happens Next
Beat Inflation Blueprint: No-Brainer Strategies to Help You Thrive No Matter What Happens Next

Beat Inflation Blueprint: No-Brainer Strategies to Help You Thrive No Matter What Happens Next

Inflation is hitting high after record high – and if it seems like the Fed and the government don’t have a handle on it… it’s because they don’t.

And it could very well get worse from here. In fact, it probably will. But you don’t have to take it lying down.

Now, conventional wisdom holds that you should go to cash and get out of Dodge, but that’s exactly the wrong move to make.

Why? The inevitable money-destroying nature of inflation. If you move into cash, you’re likely to lose at least 38% of your spending power over the next years.

Every $500,000 you have will be cut to $310,000… every $100,000 you have will be slashed to $62,000… and on and on. You might as well set your money on fire for all the good it’ll do. And that’s more or less what will happen if you follow the conventional wisdom.

But this isn’t my first bout of inflation. I’ve been in the markets for close to four decades at this point. As founder and general partner of two hedge funds and the owner of my own seat on the Chicago exchange, I’ve seen this movie before… many times.

Each time, I’ve managed to help clients and subscribers double and triple their stakes while virtually everyone else loses their shirts.

The solution is deceptively simple: You’ve got to grow your money faster than inflation eats it up. And the best way to do that is still buying stocks.

Now, I’m not talking about the highfliers of the 2010s and the pandemic-era boom. Even now, a lot of folks are buying these shares because they think they can’t get any cheaper – until they do. Netflix Inc. (NFLX)… Robinhood Markets Inc. (HOOD)… Coinbase Global Inc. (COIN)… Peloton Interactive Inc. (PTON) – those stocks are history. Forget about them.

You want to get strategic in your investing, and I’ll show you how to do just that. You want to own the companies set to boom in inflationary periods. Now, most of these are not household names. I’ll bet few people have even heard of them – but they’re going to make a savvy few very rich in the coming months and years.

These companies are already off to the races…

Alpha Metallurgical Resources Inc. (AMR) doubled in six months… Lantheus Holdings Inc. (LNTH) is up 191% in five months… LSB Industries Inc. (LXU) gained 193% in nine weeks… Titan International Inc. (TWI) is up 107% in under five months…

Now, that’s good performance in a year where stocks are down 21% or more. But the stocks I’m going to name in a second are set to do even better. First, I’ll show you why these stocks work so well for wealth-building during runaway inflation.

A Simple Strategy for Superior Returns

Now, as I said… Wall Street insiders and players steer well clear of famous mega-cap names that thrive during bull markets.

Instead, their strategy is… boring. Literally.

They look for boring stocks in boring sectors, but each has one thing in common: They all make, provide, or service things people and businesses need – and always will. They make things people will pay a premium for in tough times.

I mean, we can all see people tightening their belts now. I don’t know anyone buying too many AI-powered exercise bikes or ordering DoorDash seven days a week these days.

But they are buying oil for instance – and paying plenty for it. Farmers are buying record amounts of fertilizer to try and make up for a global shortfall. Industries need more and more precious metal and raw materials. Countries are desperate for natural gas. Even commodities like coffee and sugar are seeing surging demand right now.

You can see what I mean.

Stocks in sectors like this will gain and gain, while everything else sinks like a rock. We might be in a bear market – we’re almost definitely in a recession – but commodities and raw materials are in a bull market for the ages… a full-blown “supercycle.”

That’s the key to my Beat Inflation Blueprint: boring, outrageously lucrative companies. These firms operate in energy, materials, mining, and real estate.

These Are My “Beat Inflation Blueprint” Stocks to Buy Now


This Maryland-based energy company occupies a small but increasingly important niche in the energy sector. Centrus supplies nuclear fuel – natural and enriched uranium – to civilian nuclear power reactors across the country. They also decommission old reactors and provide centrifuge capacity for national security projects.

That sounds simpler than it is. The uranium supply chain is notoriously tricky, with extremely long lead times between the time ore is pulled out of the ground and the enriched product is used to power fission reactions. Centrus has been in the business for more than 60 years, and its supply chain management chops are second to none.

Nuclear power is no longer the boogeyman people feared in the 1970s and 1980s as reactors have become safer and smaller with each passing generation. That and increasingly expensive and scarce fossil fuels have governments looking for solutions – and nuclear power’s U.S. market share is at 8% and growing. Worldwide, it accounts for 30% of power generation.

Centrus is growing even faster. In its June 2022 reports, the company reported double- and triple-digit year-on-year growth in every metric that counts. Net income is up 222% and earnings per share are up 217%. Earnings before interest, taxes, depreciation, and amortization (EBITDA) are up an incredible 286%.

All this and the stock is cheap too. The S&P 500’s price per earnings (P/E) ratio is above 19 right now, while Centrus’s sits at less than 3.6.

The bottom line: Nuclear is a must right now… and this company is the best of the best.

How to play it: Buy LEU at market and set a 25% trailing stop.


This is another classic commodity play. SM is sitting on top of 492 million barrels of oil and equivalents – petroleum, natural gas, and natural gas liquids. Its primary holdings are in the legendarily rich Texas shale deposits – Eagle Ford and the Permian Basin. SM has more than 110 years of experience in hydrocarbon exploration. In recent quarters, that exploration business has become cheaper and cheaper for the company as operating expenses have plummeted nearly 48%.

But numbers are moving up in a lot of other areas. The global increase in oil prices has boosted SM’s top and bottom lines and its year-on-year metrics reflect that in a big way. EPS is up more than 21,000% and EBITDA is up close to 2,000%. Income is up 245%. This is another extremely inexpensive play – at 6.64, its P/E ratio is around three times less than the broader market.

The bottom line: It’s true governments are increasingly focused on renewables and nuclear, but the reality is fuels like oil and gas are going to be a critical (and lucrative) component of the energy mix for decades to come.

How to play it: Buy SM at market and place a 25% trailing stop. Watch your profits grow as you sit on this one long term.


USD Partners acquires, develops, and operates midstream infrastructure assets and logistics solutions for crude oil, biofuels, and other energy-related products in the United States and Canada. The company operates through two segments – terminalling and fleet services.

The terminalling services segment owns and operates the Hardisty Terminal, an origination terminal for loading various grades of Canadian crude oil onto railcars for transportation to end markets; the Stroud Terminal, a crude oil destination terminal used to facilitate rail-to-pipeline shipments of crude oil located in Stroud, Oklahoma; the Casper Terminal, a crude oil storage, blending, and railcar loading terminal located in Casper, Wyoming; and the West Colton Terminal, a train-capable destination terminals that transloads approximately 13,000 barrels per day of ethanol and renewable diesel received by rail from producers onto trucks.

USD’s fleet services operation provides leased railcars and fleet services related to the transportation of liquid hydrocarbons. As of December 31, 2021, it operated a fleet of 200 railcars.

Nearly every last nickel of the partnership’s cash flows are generated from multiyear take-or-pay terminalling services agreements related to its crude oil terminals – including minimum monthly commitment fees. The USD’s customers are A-list energy players – major integrated oil companies, refiners, and marketers… the vast majority of which are investment grade. A customer base like that can be hard to come by in this sector.

Like many energy companies, the picture looks good. USD boasts an 18.7% profit margin and quarterly revenues have grown 22.7% year-on-year. The dividend is an inflation-beating 9.04% – and it’s a “smart” dividend, too, on a manageable, sustainable 57.2% payout ratio.

The bottom line: USD would be great in any portfolio – but as part of an intentional inflation-beating strategy, it’s even more attractive.

How to play it: Pick up USD shares at market and set a 25% trailing stop, then sit tight until you hear from me.


MP Materials is at the very epicenter of rare earth mining in the United States. Most rare earth mining takes place in South America and Asia, but the good old U.S. of A has an ace up its sleeve here, and MP owns and operates the only rare earth mine in the country – in the semidesert of San Bernardino County, California.

Aside from lava, rare earths are the hottest thing underground today. They’re heavy metals with a truly immense range of applications in technology – electronics, magnets, batteries, lasers, and more. They’re increasingly important to consumer tech like smartphones, electric vehicles (EVs), and laptop batteries as well.

That’s all well and good, but defense planners and theorists say these applications are going to become ever more important to our national security in the coming years. It’s critically important we develop and cultivate our own national sources of these minerals – and that’s what MP does 24/7/365.

MP provides huge amounts of neodymium and praseodymium. These two metals are used in the ultrapowerful magnets that power the traction motors in robots, EVs, giant wind turbines, and other next-generation motion technologies. MP extracted more than 30,800 tons of rare earth materials from its Mountain Pass mine in 2020 – that accounts for around 15% of global production.

Its management has been extremely productive as well. MP is yet another double- and triple-digit year-on-year growth story, with 156% and 148% growth in EBITDA and EPS, respectively.

The bottom line: Rare earth metals are the future of tech manufacturing – and MP is one of the world’s biggest producers. At around $30 a share, this is a no-brainer for beating inflation.

How to play it: Buy MP at market and put down a 25% trailing stop until you hear otherwise from me.


Most folks would be hard-pressed to tell you what potash even is – let alone how critical it is to the world right now. In its natural form, it’s a pretty unremarkable, not-very-attractive red-brown crystal.

But it’s arguably more important than gold right now. Potash is the key ingredient in fertilizer. More than 90% of the world’s supply goes to fertilizer factories, though it has a few other applications.

If you’ve seen the news or been to the supermarket lately, I don’t need to tell you why the world needs more and more potash. Food shortages are looming – and in some places, they are already in full swing. The war in “Europe’s breadbasket,” Ukraine, and extreme drought and heat in major growing regions like Canada and India have brought food production under pressure like never before… and there’s no sign it’ll let up anytime soon.

One of the keys to beating these shortages – and all the misery and problems that come with them – is more agricultural productivity per acre. That means more and better fertilizer… and that means potash.

Intrepid Potash is the biggest producer in the country, with three massive mines in Utah and New Mexico. The quality and type of potash at two of these mines is extremely easy to process into fertilizer, which brings costs down and slashes lead times when there’s not a day to spare.

Intrepid has impeccable balance sheets and earnings performance. It’s managed to cut its liabilities by 23% at a time when debt is increasingly expensive, and cash and equivalents are up 65% since last year. Revenue and net income are both up 45% and 21%, but Intrepid has knocked it out of the park this year when it comes to EPS – nearly 231% better than 2021. Its P/E ratio is nearly 10X lower than the S&P 500 – a scant 1.9 this quarter.

The bottom line: This humble, unattractive mineral is set to shine more brightly than gold as the global food crisis unfolds – and Intrepid is perfectly positioned for what’s coming.

How to play it: Pick up shares immediately at market and set up a 25% trailing stop. Hold for the long term or until I say otherwise.


This might be the closest thing to a household name in my Beat Inflation Blueprint. Anglo-Australian outfit Rio Tinto is a giant in the global mining industry – the second-largest in the world to be precise – employing around 50,000 people.

If it can be found under the ground, chances are Rio Tinto extracts it or refines it for the market. They have holdings on six continents – dealing in iron ore, titanium, borates, bauxite, aluminum, and copper. They mine rare earths like molybdenum, fuels like uranium and coal, and even precious materials like gold and diamonds. Their global refining operations handle much, much more.

Rio Tinto is at the nexus of the global commodities supercycle – and even if it weren’t, there’s always demand for what they produce… usually strong demand too. Revenues have grown for 16 of the past 18 years and before-tax profits nearly doubled between 2020 and 2021. Rio sports beautiful margins too – 34%, which is nearly double the industry average.

Management – which, by the way, will pay you an 11.6% dividend for owning the company – has grown nearly every significant year-on-year metric, and the stock still trades at a P/E ratio of less than 5.5. The market is sleeping on this one.

The bottom line: The world’s appetite for raw materials is growing by the hour, and Rio Tinto is one of few companies that can whet that appetite at a profit.

How to play it: Run – don’t walk – to your account and buy RIO at market. Set a 25% trailing stop.


Based in New York, W. P. Carey is a REIT (real estate investment trust) that specializes in investing in net lease commercial real estate – primarily in the U.S. and Northern and Western Europe.

The company ranks among the largest net lease REITs with an enterprise value of approximately $22 billion and a diversified portfolio of operationally critical commercial real estate that includes 1,336 net lease properties covering approximately 157 million square feet as of March 31, 2022. For nearly five decades, they’ve invested in high-quality single-tenant industrial, warehouse, office, retail, and self-storage properties subject to long-term net leases with built-in rent escalators.

What makes W. P. Carey really stand out to me is that approximately 60% of its rent is indexed to inflation. That makes it one of the best direct plays on inflation.

Historically, the company has generated its revenue by way of its pure-play equity REIT operations – as well as an asset management business.

The latter – its asset management business- has been generating reduced fees, and the company is in the process of liquidating the remainder of its final asset management fund by the end of this year.

In addition to unwinding its sluggish asset management business, the company is in the process of increasing its concentration into industrial/warehouse properties – away from office properties.

I think that’s a really shrewd move because industrial production and warehousing have to be performed on-site, but office work can be done sitting at your kitchen counter – as we learned from the COVID pandemic.

This REIT’s top-flight management have boosted year-on-year quarterly revenue by 204% and they pay a forward dividend yield of 5.05%.

The bottom line: About 60% of W. P. Carey’s rental revenue is indexed to inflation, which makes it a direct play and a no-brainer.

How to play it: But WPC at market, enjoy the 5%+ dividend, and set a 25% trailing stop.

These seven stocks comprise an inflation-beating buy-and-hold investment portfolio any Wall Street pro would recognize and appreciate. Now it’s yours.