Investing

The Case For
Real Asset Investing In 2024 And Beyond…

Sovereign Man founder Simon Black and 4th Pillar editor Karl Bagga, are very bullish on real assets.

Let’s take a look at their investment thesis below…

Why all roads lead to real assets in 2024…

In the US and much of the Western world, inflation is here to stay. The days of “FAANG stocks and chill” – investing in Facebook, Amazon, Apple, Netflix and Google, all entertainment and consumer oriented stocks – are long gone.

Hence, at Sovereign Man, we turn to real assets with a proven history of beating inflation.

A real asset is a valuable resource that requires hard work, talent and ingenuity to produce, and cannot be conjured out of thin air by politicians or central bankers.

Real assets are scarce. They have universal value. And they are productive, or can at least be put to productive use.

Gold is an obvious example. It takes a lot of effort to produce an ounce of gold, and gold can be put to productive use. Most of all, central banks cannot conjure it out of thin air like they can print trillions of dollars.

This is the case with most commodities as well. However some commodities are far more valuable and in-demand than others.

Agriculture and energy, for example, are the most important resources in the world and will always be in demand. And these companies are currently trading at absurdly low prices – because nobody wants them.

Productive technology is also an important real asset; anything that makes the world better, faster, and cheaper has intrinsic value. (And is distinct from ‘consumer technology’, which just involves swiping, scrolling and wasting time…)

Did you know?

The global value of real asset equities is a mammoth $5.6 trillion…
Oil and Gas stocks are currently trading at absurd valuations…
Gold is one of the only assets not currently trading at all-time highs…
Big tech stocks took a hit in 2022, and each of the stocks formerly known as FAANG is down 13% or more year-to-date.
Billionaires and top institutional money managers are increasingly revising their position on nuclear and oil and gas as the Green Dream – of a fully renewables powered future – proves to be a mathematical impossibility.

Things Simon Black predicted
over the years – that came true:

The US national debt sky-rocketing from $14 Trillion in 2011 to over $33.4 TRILLION today, impoverishing Americans for generations to come…
The US government having to borrow money to pay interest on the money it owes. No longer is it controversial to suggest that the US might someday default on its debt…
In 2009, Simon started suggesting that Social Security would run out of money, and that his generation wouldn’t be able to count on using it.
While this was deemed inconceivable by many people at the time, the Treasury Department itself is now preparing people for this reality, stating that it will run out of excesses by 2034…
During the early 2010s, Simon also railed against excesses in the banking system, and began encouraging people to look for other places to park their money… It struck many folks as a foreign concept then; now, for most rational people, it’s a no-brainer…
In 2009, Simon started writing about the curtailing of American freedoms. We all know what happened during the Pandemic years.
In 2012, why renewables wouldn’t seriously take off for another two decades, at least…
Simon has been raising the alarm about trouble in the US bond market, as well as instability about the global financial system for years – and predicted a Lehman-style bank collapse (and cascading effect) long before the SVB crash happened…
For years, Simon has been tracking civilizational cycles. And he’s been predicting the decline of the American Empire – and the dollar losing ground as reserve currency, in particular. His data-informed opinions on the topic were deemed heresy a decade ago. Now, practically everyone agrees on this…

Oil And Gas Investing

At Sovereign Man, we’re very bullish on Oil and Gas. This real asset sector is outrageously undervalued, and critical to our survival as a species. It is thus not going away, regardless of what the green energy brigade has to say…

Discover why Simon Black and the team believe that real assets – and nuclear and oil and gas, in particular, will be experiencing a renaissance in the years to come…

The most important companies in the world are absurdly cheap

1866 was not an auspicious year to start a business in the United States. America

Why a desperate America may soon annex its 51st state

At the center of Sovereign Man’s core ethos is the indisputable view that the United

How crazy is this? No one wants to own the world’s best performing industry

Benny Grossbaum was the embodiment of the American Dream. Born in London in 1894 during

Nuclear and Renewable Energy Investing

Introductory paragraph highlighting why Nuclear energy makes sense – most cost effective and efficient, clean, available, and viable. Touch on EROI of Nuclear (180:1) vs Wood, Wind and Solar (5:1).

Here’s how the Green Energy fantasy collapses under 4th grade arithmetic

There’s something pleasantly reassuring about mathematics: We shouldn’t have any doubts about the fact that

It will take nearly 7,000 years to achieve Greta Thunberg’s fantasy

In 1958, Leonard E. Read wrote the book I, Pencil. As the book’s title suggests,

If you think gold is worth owning, wait until you see uranium

Gold has its merits. It has been valuable for thousands of years, and has some

Humanity is on the cusp of a giant (6x) leap forward

On March 11, 2011, an earthquake in the Pacific Ocean caused a tsunami to strike

Climate Change is the new human sacrifice

On the 21st of February, 1978, workers for the state-owned electrical company in Mexico City,

What happened in Mexico City this weekend…

“I can’t believe this place is so nice!” That’s what we kept hearing over and

The International Hypocrisy and Ignorance Conference Begins!

It’s finally here. Today’s the day. More than 35,000 people have begun descending on the

The Rise of the Barbarian Kingdoms

In the year 1566, at the end of the reign of the legendary Suleiman the

This new Renaissance can fuel human prosperity for decades to come

The year 1776 is legendary for precisely one thing: the Declaration of Independence. But 1776

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For more epic financial education content, as well as Simon Black’s take on civilizational cycles, government overreach, as well as the decline of the US dollar and related topics, follow us on YouTube now.

Sovereign Man's Recommended
Real Asset Reading List

Introductory paragraph highlighting why the following books and authors are essential reading for those who want to make the most of the coming real asset bull market’s opportunities…

Helping YOU Win at
Real Asset Investing
in times of inflation…

As an investor, it is easy to get caught up in the details when you are investing in the markets. And the details absolutely matter.

However, there are times when everything is subservient to the bigger macro picture. And we are living through one of those times right now.

As Simon has frequently argued, inflation is here to stay. These higher rates also reflect the atrocious balance sheets of most western governments – led by the US.

In the past, investors were happy to lend to Uncle Sam at 0%, especially when inflation was so low.

But now that the US national debt exceeds $33 trillion and the government posts $2+ trillion annual deficits, investors are starting to expect a higher return for taking the risk of loaning to such an insolvent institution.

The obvious conclusion?

“High’ interest rates will bankrupt western governments. And since none of these governments can afford to pay 5%, central banks will need to resort to some form of money printing in order to bail out their governments.

Hence, we are in an extremely dangerous period for markets with heightened volatility.

At times like these, the markets often shoot first and ask questions later.

And it is precisely why, in The 4th Pillar, we focus on well-capitalized, low-cost producers of vital commodities that generate significant Free Cash Flow.

Will those characteristics make a stock immune from broad market selloffs?

No. But they will help to make the underlying businesses immune from them…

Which is to say, for us, all roads lead to real assets.

And below, you can find out how to combat inflation and safeguard your buying power against government incompetence…

Recent Winners
Featured in The 4th Pillar

Highly profitable, dividend paying gold sector companies with pristine balance sheets… (And we’re not just talking about actual mines here.)
Free cash flow machines in oil and gas that are trading at ludicrously low valuations
Productive technology providers to the mining and industrial sectors…
“Uncorrelated” low-downside, high-upside opportunities…
(Think vertically integrated businesses in complementary industries to the mining sector.)
An agricultural company whose produce is ALWAYS in demand…
A gold miner throwing off tons of cash…
As well as several highly profitable companies servicing the mining sector and ancillary industries…

Rober Kiyosaki

World known author and friend of Sovereign Man

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What our members are saying...

We wanted to say thank you to Karl Bagga and the team. As long as we have been subscribers, the authors of this publication have been reality-oriented and willing to change strategies, should it be necessary…

The authors take the time to explain, in detail, why a particular security is being recommended, how to mitigate any risks that may be present, and any important items on the balance sheet.

I Subscribe to The 4th Pillar and Confidential. They are all of the highest quality and a perfect example of professionalism. But just signing up for their free newsletter is a gold mine! That alone was enough info to get me started with getting residency in Mexico. Also the best podcast there is. Doesn't have very high levels of viewers, but that just makes it a hidden gem. So well done.

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Your membership in The 4th Pillar provides you with stock investment research you can only get through your membership.

If you’re not totally delighted with your membership in The 4th Pillar, you will receive a full, prompt, and courteous refund. In fact, you have 30 days to decide if membership in The 4th Pillar is for you.

If it’s not, just email our customer service team at [email protected]. Again, you’ll get a full refund. No phone call required. No second email. No questions asked.

Karl B,
Editor & Publisher, The 4th Pillar…

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The Case For Real Asset Investing In 2024 And Beyond…

Why all roads lead to real assets in 2024…

Did you know?

Things Simon Black predicted over the years – that came true:

Oil And Gas Investing

Nuclear and Renewable Energy Investing

Follow Sovereign Man's YouTube Channel

Sovereign Man's Recommended Real Asset Reading List

The Intelligent Investor

The Psychology of Money

Rich Dad Poor Dad

The Richest Man in Babylon

Financial Statements

Think & Grow Rich

Helping YOU Win at Real Asset Investing in times of inflation…

Recent Winners Featured in The 4th Pillar