Here is KTS #1 RE-POST Originally published on Blossom on March 18th, 2024 Please find a retrospective commentary at the end. Mainstream media (and a lot of Blossomers regurgitate what they hear from these talking heads) will talk about the decrease in inflation and we are in the final stages of reaching the inflation target of 2% per year. Sound familiar? Well, it’s wrong....really wrong. And it’s not hard to figure out why. Last December most were calling for rate cuts beginning in March 2024. No cuts. Now, there’s a 50% chance of a rate cut in June. This Wednesday, we’ll learn that it is a 0% chance of a rate cut in June. Most will be surprised but they don’t have to be. Read the market cycle and you’ll know that in the meltup phase that rate cuts don’t come until the very end of the cycle. So ask yourself, do you really want rate cuts? Well the good news is they aren’t coming anyTIME soon. The markets will do what they do after the reality sets in Wednesday when the Fed speaks. But then, the resumption of the stock market climb of select sectors will continue to March higher. Inflation control is beyond the Fed’s toolkit. Do you see GDP rising along with companies' earnings estimates? Do you read these posts of investors retiring early? What will that do to the unemployment rate? Do you know anyone traveling or buying something special this year? This economy is and doesn’t need further fuel to spend more. But it’s human nature at this point in the cycle. Businesses, governments, and individuals that have invested will spend more and more. Do you think fellow investors will keep all their money invested after realizing 50% or even 100% or more on select investments? No way. The spending keeps going and increasing inflation is a byproduct of it. This is just the start of re-inflation and the proxies for it are confirming it. Check out $GCC , $USO , and $DBA . Check out the miners $TGB , $NGD , and $WRN as just some examples. Check out oil and gas, $CVE , $XOM , $FANG . What is the recent movement in these charts telling us about the future? The pros know....and they are buying when the masses are talking about Magnificent 7 or Fantastic 4 and when no one is looking. This is critical to knowing where the market is going vs. where the market has been. Retrospective commentary - September 2nd, 2026 Can we say this post aged like fine wine? X, Blossom, the news, your neighbor: INFLATION is on everyone's lips now. You can’t escape it. We claimed that "Inflation control is beyond the Fed's toolkit." Let’s fast-forward 18 months following that statement, when, on September 17, 2025, then-Federal Reserve Chair J. Powell stated at the FOMC press conference: "In the near term, risks to inflation are tilted to the upside and risks to employment to the downside—a challenging situation. When our goals are in tension like this, our framework calls for us to balance both sides of our dual mandate. With downside risks to employment having increased, the balance of risks has shifted. Accordingly, we judged it appropriate at this meeting to take another step toward a more neutral policy stance." In other words, the Fed was effectively shifting its policy focus away from inflation control and toward employment. And this Friday, at Jackson Hole, new chairman Kevin Warsh told us that inflation is now too high. As stated in previous post, inflation has remained well above the Fed’s 2% target and was sitting at 3.4% in the latest data reported (July). We were right all along. What about the tickers mentioned? $TGB closed at $1.94 on March 18, 2024. It's now breaking 31-year highs and eyeing $10. $NGD was trading below $2 on March 18, 2024. It was subsequently acquired by $CDE in March 2026 for approximately $15/share. $WRN closed at $1.51 on March 18, 2024. It reached a high above $4 in late January 2026, and we're now watching for the next leg higher. Can it reach $10 like $TGB? Maybe… And then there's $CVE, $XOM, and FANG…Energy (XLE) remains the best-performing sector YTD in 2026 as we approach the final quarter of the year. THE KTS SERIES We’re fast-forwarding the legacy KTS series (#1-91) – originally published on Blossom – at a rate of 3 posts per week here on Blossom and X. As we approach the inflection point in the real estate/banking crisis cycle, these posts cannot come fast enough for the latecomers. If you want to fast-track your learning, you can get access to the entire series at once with the KTS e-books available on our website. Our website also gives you exclusive access to every subsequent KTS post, starting with #92 up to currently #115 …… and counting, as new KTS posts are published every Sunday now due to the urgency. Those remain membership exclusive. A paid membership website also gives you access to our full TOOL SUITE: 📖 Weekly KTS posts 🏄 Weekly SECTOR SURFER 📝 All TRADES + RATIONALE 🔭 Beskar INDICATOR INSIGHT 🏒 Beskar BREAKAWAY 🐳 Beskar WHALE WATCHER 🐺 Beskar WOLF TRACKER 🐕 Beskar DIGGER DOG 🧑🧑🧒🧒 Beskar STEAD (Community feed) 💯 And much, much more Disclaimer: Beskar Capital Content and its Services are provided for informational purposes only. Nothing contained in the Beskar Capital Content constitutes investment advice, nor does it represent a recommendation, offer, or solicitation to buy or sell any specific investment product, security, or service. All investments involve inherent risks, including the risk of loss. Readers should evaluate all information considering their individual circumstances and consult with a qualified financial adviser.
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Michael Z@klondikeskunk · 14h
If there is anyone reading this for the first time, and enjoying it, I strongly recommend to start book marking all the KTS posts as they come out. Preferably in order. It will make it a lot easier to find them again, as past posts will get referenced in newer ones as you go on, and just for a refresher.
Jesus Biden@tdslosers · 13h
Amazing stuff BC! Thank you - your haters seem to be oddly silent lately . .
Mike L@noviceadvisor · 8h
My portfolio was much smaller during kts 1 and I was much heavier. Now, my portfolio is much bigger and I'm lighter 🤣
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