Dear Reader,

The Dow Jones posted two of the top five worst declines in its history this month.

Not since the 1987 crash have we witnessed wealth destruction on such a grand scale, this fast.

According to some of the world’s top economists and investors, this pain is only the beginning. Because this time it’s different.

The worst may not be here yet. We are at a critical moment, with investors panicking and fearful.

Central banks around the world are slashing rates. Restaurants, bars, cities, and entire countries are shutting down. Never before has the global economy been turned off so fast. There are economic, health, and societal shocks all happening at the same time.

How you position your investments in the coming weeks will have a major impact on your portfolio going forward.

The result of all this unprecedented coordination will change the global landscape. Everything from supply chains, to loan repayment schedules, to banking… even commodities. Everything will be affected.

If you’ve been reading our research, you know that we’ve advocated a healthy allocation to cash. 

Without cash, you cannot take advantages of the opportunities that arise in the aftermath of a major correction. Anyone who had access to cash in 2008 knows what I mean.

Back in 2008, our CEO, Olivier Garret, co-founded a fund focused on post-crisis investment opportunities. The fund concentrates on a sector that, unlike most others, typically performs well in a downturn. He and other members of that fund have not only survived the crash of 2008 and other market corrections since then… they have thrived. 

That sector is natural resources and commodities.

Here’s why this is very important for you…

Coming up on March 31, I will record an exclusive emergency briefing with Olivier and the other founder of the fund—Marin Katusa, one of the world’s leading resource experts.

Marin wrote the New York Times bestselling book, The Colder War, which has extremely important implications for today’s market crash. In it, he talked at length about the oil market heavyweights Russia and Saudi Arabia and how they could dictate prices and supply, causing economic shock waves around the world.

And that’s just what happened…

On March 8, Russia and Saudi Arabia started a price war in the oil markets. Crude prices tanked, sending markets into a tailspin that’s gotten worse and worse.

We continue to see the fallout as the coronavirus spreads and shuts down entire nations and their economies, one at a time.

This emergency briefing between Olivier, Marin, and me is critical if you have any money in the markets.

Marin and Olivier lived through the 2008 financial crisis when everything was seizing. Markets collapsed just like today, gold went down 25%, and you couldn’t buy physical gold anywhere.

The resource market went down 73% at that time. But once things stabilized, gold and gold stocks skyrocketed.

You do not want to miss the emergency briefing we’ll be conducting with Marin and Olivier.

Marin isn’t just some pundit or talking head. He puts millions of dollars of his own money on the line with every idea and opportunity that he sees.

His success is not normal…

Before the age of 40, he founded Canada’s third-largest copper mine.

In the crash of 2008–2009, he bought stock in that company as low as 45 cents per share. Mines were being shut down, and the copper price was abysmal. No company was making money.

Marin’s models and analysis convinced him that copper would recover and that world-class companies would be the first to rebound in a rapid, slingshot-type move. Fast forward less than 24 months later when the copper price recovered and the stock he bought at 45 cents was trading for over $8. He made a significant return on that investment and many other gold, copper, and energy stocks that were valued at completely irrational levels during the Great Financial Crisis.

Marin has a strategy of “alligator investing.” Waiting on the sidelines with cash for just the right times—when everyone else is fearful and throwing in the towel.

He’s used this system to make a fortune for himself in the most difficult markets. And I’ve seen him do it over and over again. (Full disclosure: I am an investor in Marin and Olivier’s fund.)

I approached Marin to join us for an interview for Mauldin Economics readers to understand:

• Why the US Dollar trade is the most important one in the world right now
• Where the best sectors are to start picking up stocks that are trading at generational lows
• How gold will continue to outperform during this crisis, with an inevitable surge coming down the road
• The long road to economic recovery and the coming Rise of America

We’ll discuss what Marin believes is the most promising investment opportunity he has ever seen.

You can register to watch the interview here.

I’ll release the video of our discussion on Tuesday morning at 10:00 am EDT. It will be available for you to watch for 48 hours—until Thursday at 10:00 am EDT—after which, Marin has asked that I pull it down.

I wish I could give you more time, but he insists that this new opportunity is time sensitive.

So please take a moment to register for our discussion. You can sign up here.

Best regards,

Ed D’Agostino
Publisher