They Are Telling Us - So What Are You Waiting For?
RE-POST of the greatest post (self-proclaimed 😂) in Blossom history for your benefit and enjoyment! 😂👍 Make sure to read today's retrospective commentary down below the post as well! 🤓🧠 Originally published on Blossom on March 12th, 2024 Please find retrospective commentary at the end. This is the TIME to invest in commodities. You will want to assess your true level of experience and pay attention to the experienced ones that care about this community. For now and the next couple of years, it’s BUY, BUY, BUY… Here’s a laundry list of reasons why: (1) Ego-maniac Jamie Dimon just said in March 2024 that he puts a hard recession at 65% while advising the Fed to hold off cutting rate until at least June. These statements may seem at odds - but he’s telling us the economy is really humming and needs to slow rather than throwing more gasoline on the fire (easing monetary policy) that will make the inevitable recession that much harder. (2) Inflation has been re-accelerating and Dimon noted that as well calling for likely stagflation. (3) The markets are signaling the same as precious metals continue an everlasting climb. (4) Fuel prices are creeping up every week and the official “driving season” isn’t even here yet. (5) Miners across the globe are issuing notes to increase capital for exploration projects. (6) History dating back to the early 1800’s show that History repeats - or at least rhymes for the final years of the meltup before the cycle ends. (7) Listen to the companies themselves on their earnings calls for their FY2024 outlook. I do across industries - they are all talking about how earnings will grow but be impacted (to various extents) by increasing inflation. (8) Most companies' forward earnings estimates are rising which is not a sign that the economy needs further boosting. (9) These Biden government moves to increase liquidity (home buyer credits, credit card interest fee reduction, free refinance, etc.) are going to make the reinflation that much worse. (10) The cycle always ends in collapse and will take the markets (as a whole) down with it. The great news is that it takes TIME to develop as the government will do all kinds of creative banking and financial engineering to delay and attempt to prevent it (which will make the inevitable recession that much worse). That means Blossomers have a ~2-year meltup that will continue to deliver phenomenal returns before the collapse. Follow me and I will keep you updated as we progress through this final stage. This is going to be awful when it happens as the banks find exotic investments to package and transfer to the masses, who - as always - will be left holding the bag. Start counting the number of TIMES you hear “CRE” every day and record it on paper. Watch this grow over TIME. CRE will eventually take it all down. Remember, these are just mortgages for empty office space, etc. whose owner hasn’t been receiving any revenue to pay the monthly payments... for YEARS. They are going to do their absolute best to find ways to put some of this into all of our portfolios. To avoid it, buy commodities now. Oil and gas, grains, metals, miners, precious metals, homebuilders, logistics, industrials, banks (not regional or any that have CRE). Other speculative assets will also perform well. That’s small/micro cap, crypto, AI, and biotech. But beware, you must monitor the exit point as it all goes higher and higher. I suspect it has a couple years left of absolutely amazing returns where you can realize a decade of returns in just 2 years. Retrospective Commentary — September 1, 2026 WHAT A RE-READ. This is the greatest post (self-proclaimed 😂🤣) in the history of the Blossom Social App. 🏆👍 And what a playbook we laid out for our followers – many of whom have been perfectly positioned for what the past 30 months have brought us. Let’s start by looking at the performance of commodities and related equities since March 12, 2024: Now, since January 1, 2025: And finally, year-to-date: The picture is very clear to us: commodities have been among the major outperformers. Notice how, since January 2025, the major indices have underperformed virtually all of the main commodities and the equities tied to them. Beskar Capital was accumulating shares throughout 2024, right ahead of this outperformance.. and has captured most of it. Can you imagine the MASSIVE returns – both realized and unrealized – on our positions? You’ll find links to a few sell transactions at the end of this article. 🏆 Precious metals and miners lead the way. Then energy has been slowly closing the gap, particularly since February of this year amid the ongoing conflict in the Middle East. We’ll get into this in future KTS posts, but escalating geopolitical tensions are often a symptom of the late stages of the real estate/banking crisis cycle. And now as September approaches, we’re starting to see $DBA outperform, while precious metals and miners appear to be emerging from their consolidation and preparing for their next leg higher. And those technical patterns on several energy names… on my. The main dish has yet to be served! 😂 INFLATION At the TIME of the original publication, almost nobody was talking about inflation. Now? It’s on everyone’s lips - you can’t escape it. Your aunt. Your neighbor. Your barber. Everyone. Inflation has remained well above the Fed’s 2% target for 65 months now and was sitting at 3.4% in the latest data reported (July). And at last Friday’s Jackson Hole speech, Fed Chair Kevin Warsh was adamant: INFLATION IS TOO HIGH. How could you be so prescient Beskar? It’s the cycle 😉… but don’t worry, you’ll learn it all as we re-post this whole series. But will it help you in the TIME you need it too? That’s different! The clock is ticking for this knowledge transfer. 😉 GOVERNMENT LIQUIDITY INJECTIONS Trump pushing for rate and tax cuts, the Trump Accounts, Bessent recently announcing a $4 billion repurchase of long-dated Treasury bonds…. Etc etc etc. The list goes on. Liquidity remains a major force driving this market and it will continue to do so. SPECULATION & SMALL CAPS We’ve seen massive speculation and parabolic price action across various themes in the small and micro cap space, both in natural resources and technology/AI. One of our favorite examples of this stage of the cycle is the quantum computing space. $RGTI is a favorite to exemplify this as the company reached a $30 billion market capitalization while generating just $7 million in revenue. As the credit environment starts to tighten in the late stages of this meltup phase, this is the kind of stock that will go to ZERO! $IJR and $IWM have also been outperforming the broader market over the past 365 days. BIOTECH $XBI broke out of its 10-year consolidation channel last fall, returning just over 70% over the past 365 days – as expected during the final stages of the real estate/banking crisis cycle. AMAZING RETURNS HAVE INDEED BEEN GENERATED We are now sitting on significant gains across both our equity positions and our derivatives positions, positioning for both rising and falling securities in this crosscurrent volatile market. Here are links to a mere fraction of our stock and CALL LEAP options selling spree in early 2026, where we realized THOUSANDS of percentage of returns in less than 24 months: $HL CALL LEAPS: +2,793% https://www.blossomsocial.com/posts/SOLD-OUT-REMAINING-dollar7-2027Hecla-Mining-CALL-LEAPS__POST-1769110239062-bXvcd0oH_qoQV3QbaHcPIAvML $USAS: +1,636% https://www.blossomsocial.com/posts/SOLD-HALF-of-Americas-Gold-and-Silver__POST-1771519264147-SPllPnuO_qoQV3QbaHcPIAvML $RTX CALL LEAPS: +1,313% https://www.blossomsocial.com/posts/Get-Ready-For-It-SOLD-1-CALL-LEAP-in-RTX-Corp__POST-1771349946146-IyvDwoZ1_qoQV3QbaHcPIAvML $PAAS CALL LEAPS: +1,353% https://www.blossomsocial.com/posts/SOLD-OUT-FINAL-2-Pan-American-CALL-LEAPS__POST-1769181247987-x57v1yTP_qoQV3QbaHcPIAvML $EQX CALL LEAPS: +1,100% https://www.blossomsocial.com/posts/SOLD-1-of-2-Equinox-Gold-CALL-LEAPS__POST-1771518541925-4gbRXXff_qoQV3QbaHcPIAvML $XOM CALL LEAPS: +1,100% https://www.blossomsocial.com/posts/SOLD-HALF-OF-ALL-CALL-LEAPS-IN-ALL-EXXONMOBIL__POST-1771517433311-iFGSPJDF_qoQV3QbaHcPIAvML $HP CALL LEAPS: +696% https://www.blossomsocial.com/posts/SOLD-OUT-4-CALLS-of-Helmerich-and-Payne__POST-1769095162122-xq5FhbB4_qoQV3QbaHcPIAvML $SLB CALL LEAPS: +493% https://www.blossomsocial.com/posts/SOLD-20-CALL-LEAPS-in-SLB__POST-1771522682349-QC25VtnG_qoQV3QbaHcPIAvML $OPEN CALL LEAPS: +420% https://www.blossomsocial.com/posts/SOLD-OUT-FINAL-2-CALL-LEAPS-in-Opendoor-Technologi__POST-1770230292027-sCuJpfSh_qoQV3QbaHcPIAvML $LTBR: +311% https://www.blossomsocial.com/posts/SOLD-OUT-Lightbridge-Corporation__POST-1768407320789-Wmxse4N2_qoQV3QbaHcPIAvML $VRT: +206.42% https://www.blossomsocial.com/posts/SOLD-OUT-of-Vertiv-Holdings__POST-1768405759024-4MvvbZNc_qoQV3QbaHcPIAvML WHAT’S NEXT? While the major indices have continued reaching ALL-TIME HIGHS, as one would expect in a raging bull market fueled by liquidity, the cracks have been getting wider and deeper. Did you notice parts of the property market seeing prices starting to decline? Did you notice the cracks emerging in private credit? Did you notice the massive increase in debt issuance? We’ll get to all of this as we continue working our way through the reposts of the legacy KTS series. I always give you my best. 🏆 This is the Way! 🏄🌊 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 & 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
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7 Comments
J @icallbullshit · 12h
I have a position in $HGER. My gut is telling me there is a storm brewing on the horizon...
Mike @tarazi · 15h
Long one i need to reread it again while i am focusing 😂. Thanks bud💎
