This week's essays have gotten more replies than almost anything I've published this year. Gold just matched a drawdown pattern that has only appeared four times in the last 50 years. Every time it happened, gold rallied 100% to 300%. If you missed this one, here it is again. |
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In the spring of 1973, a housewife in suburban Hartford, Connecticut named Barbara Shuttleworth saw a political cartoon about the price of meat. |
The punchline… imagine buying steak on layaway. She said later that the more she laughed, the more she wanted to cry. |
Ground beef had jumped 30% in six months. Eggs were up 50%. Meat prices were rising 5.4% in a single month. |
So Shuttleworth did something that housewives in 1973 weren't supposed to do. She called the Connecticut Federation of Women's Clubs and asked them to stop buying meat for a week. |
Within weeks, it was a national movement. Hundreds of thousands of women organized under names that read like a protest thesaurus: STOP (Stop These Outrageous Prices) in northern New Jersey, SCRIMP (Save Cash, Reduce Immediately Meat Prices) in Boston, LAMP (Ladies Against Meat Prices) across several states. |
The biggest group, Fight Inflation Together (FIT), was organized out of California by a woman named Arlene Matthews. |
Meat sales dropped 50 to 80 percent in some metro areas. TIME Magazine called it the most successful boycott by women since Lysistrata. |
The pressure forced President Nixon to freeze beef, pork, and lamb prices. |
And when the Secretary of Agriculture, Earl Butz, was asked to explain the crisis, he blamed the "buying habits of housewives." FIT called for his resignation. |
That was 1973. Inflation was raging. The economy was stalling. The government was blaming the people who were getting crushed. |
This is 2026. And it's happening again. |
I grew up in a household where money was always tight. My parents didn't have a financial advisor. They didn't have a brokerage account. What they had was common sense. When times get hard, you hold onto the things that are real. |
That lesson has never been more relevant. The biggest stagflationary shock in five decades just landed on our doorstep, and most people haven't even processed what it means for their grocery bill, their portfolio, or their future. |
The Word Wall Street Doesn't Want You to Say |
Let me be blunt. Prices are going up. The economy is slowing down. And the Federal Reserve is trapped. |
They can't raise rates to fight inflation without crushing an already weakening labor market. |
They can't cut rates to save jobs without pouring gasoline on a fire that's already burning through your grocery bill, your gas tank, and your rent check. |
Harvard economist Kenneth Rogoff put it plainly: "Coming on top of the ongoing Ukraine and tariff wars, the Iran War is shaping up as the biggest stagflationary shock the world has seen in five decades." |
Five decades take us back to the 1973 oil embargo, the last time the global economy was brought to its knees by an energy crisis centered in the Middle East. |
The same era that sent Barbara Shuttleworth and millions of women into the streets. |
And one of the most respected voices in global finance, Mohamed El-Erian, wrote: "Most people don't understand as yet the magnitude of this shock." |
The shock he's describing has a physical address. And most Americans couldn't find it on a map. |
The Strait That Controls Your Wallet |
The Strait of Hormuz sits between Iran and the Arabian Peninsula. It's barely 21 miles wide at its tightest point. But it controls roughly 20% of the world's oil supply and nearly half of globally traded liquefied natural gas. |
When the U.S. and Israel launched military operations against Iran in late February, Tehran did exactly what strategists feared. It weaponized the Strait. |
The consequences are cascading through every corner of the global economy. |
Diesel is the real killer. |
Since late February, diesel prices have surged 42%, outpacing gasoline's 35% jump. Diesel doesn't just power trucks. It powers the entire supply chain. Every tractor planting your food. Every freight train moving your goods. Every cargo ship delivering the products you buy online. |
When diesel goes up, everything goes up. Your strawberries in January. Your Amazon package. Your heating bill. |
Gulf states also account for 49% of globally traded urea and 30% of ammonia, the building blocks of modern fertilizer. |
With those exports disrupted, the agricultural damage clock is ticking in weeks, not months. Winter wheat across the U.S., Europe, and parts of the Middle East needs its final nitrogen application within the next 3 to 4 weeks. |
One estimate from the SolAbility sustainable-intelligence consultancy puts the total economic damage at $3.5 trillion, or 3.2% of global GDP, if this conflict drags on for three to six months. |
In 1973, Earl Butz blamed housewives for inflation. |
In 2026, the damage is structural… disrupted shipping lanes, weaponized fertilizer supply, and an energy crisis that no amount of consumer belt-tightening can fix. |
The grocery bill is going up whether you boycott or not. |
Why the Old Playbook Is Dead |
For the last 40 years, the standard investment playbook was simple: 60% stocks, 40% bonds. Stocks and bonds were supposed to offset each other. Financial advisors built entire careers on this formula. |
That playbook is dead. And Q1 just held the funeral. |
In the first quarter of 2026, the Bloomberg 60/40 Stock/Bond Index dropped roughly 3%. The S&P 500 fell 4.3%. Meanwhile, commodities surged. Gold bullion rose 11.6%. Oil and gas stocks ripped higher. |
The things you can touch, mine, grow, and burn outperformed the things that exist on a screen. |
Richard Bookstaber, the Wall Street veteran who literally wrote the book predicting the 2008 financial crisis, published a column in The New York Times: "I Predicted the 2008 Financial Crisis. What Is Coming May Be Worse." |
As he explains it, the danger this time isn't coming from financial engineering. |
Our financial system has become entangled with the vulnerabilities of the physical world (power grids, water, land, supply chains) and created hazards that markets lack the framework to analyze. |
And the system has no buffer. Long-term real yields are at 15-year highs. Sovereign bond issuance is at record levels. Mutual fund cash balances are near record lows. U.S. bank capital ratios are declining. |
Unlike 2022, when Europe spent nearly €4 trillion on energy subsidies, that kind of fiscal rescue can't be repeated. We are confronting this crisis without airbags. |
What the Smart Money Is Doing Right Now |
While the S&P 500 dropped 4.3% in Q1, one of the most respected institutional research groups on the planet, a firm that's been tracking macro themes and innovation for over four decades, saw its asset-heavy portfolio rise 14.6%. |
That's an 18.2 percentage-point gap over the S&P in a single quarter. |
Their biggest allocations? Gold and silver miners, oil and gas, and finally, critical minerals. Moonshot Minute Premium subscribers will likely see the similarities with our portfolio. |
The "real economy," made up of the companies that dig things out of the ground, grow things in the soil, and move things across oceans, is leading. |
History backs this up. After every major oil-price spike of the last 50 years, gold sold off initially, then doubled or tripled within a year or two. |
The average initial selloff ran roughly 25%. Apply that math to today's gold price, and you get a downside target around $4,180. The recent intraday low landed right in that neighborhood. |
Energy stocks are positioned to outperform after reaching extreme lows relative to the S&P 500. And the supply math across critical minerals tells the same story in every direction. |
Copper is heading toward a 10-million-tonne supply gap by 2040, according to S&P Global. Uranium inventories are at record lows in the West, with no major new mine coming online for at least three years. |
Silver may be the most striking example. It has been in a structural deficit for five consecutive years. Mine supply is flat. But industrial demand has surged 174 million ounces since 2016, driven by solar panels, EVs, and electronics that didn't exist at this scale a decade ago. |
Silver is simultaneously a monetary metal (it trades with gold during fear) and an industrial metal (it trades with copper during growth). In a stagflationary environment, that dual identity is rare and valuable. |
The physical world is reasserting itself. |
And the investors who understand this are positioning accordingly. |
The One Thing You Should Do This Week |
If you do nothing else today, do this one thing: Audit your portfolio for exposure to the physical world. |
Pull up your top ten holdings. If every one of them is a tech stock, a bank, or an index fund that's 40% weighted to the Mag 7, you have almost zero exposure to the assets that are actually working right now. |
Ask yourself: If diesel doubles again, if fertilizer gets cut off, if supply chains fracture further, do I own anything that benefits from that reality? |
If the answer is no, you're exposed. You're sitting in the same seat as those women in 1973, watching your purchasing power evaporate while the people in charge blame your spending habits instead of fixing the problem. |
You don't need to panic. But you need to start rotating into the assets that thrive in a stagflationary world. |
Gold Silver Energy Agricultural commodities Critical minerals Copper Uranium
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This is exactly where the Moonshot Minute Premium Portfolio has been positioned for the past year. |
Our hard-asset focused Moonshot Rides, including positions in silver miners, gold miners, and uranium, have returned between 88% and 140% since we initiated them. |
The broader portfolio sits at a 75% win rate with zero closed losses across nine completed positions. If you've been reading these free issues and thinking "this makes sense, but I don't know what to buy," that's what Premium is for. |
The Bottom Line |
The biggest stagflationary shock in 50 years isn't coming. It's here. |
In 1973, Barbara Shuttleworth saw a cartoon about buying steak on layaway and started a national boycott. In 2026, the crisis is bigger, the supply chains are more fragile, and the government has fewer tools to respond. |
But the lesson from that era still holds: the moments that feel the most dangerous are often the moments that create the most wealth, if you're positioned correctly. |
The transition from financial assets to hard assets is a generational shift. And it's still early. |
— Double D |
P.S. Here's a screenshot of the current Moonshot Minute Portfolio. I've blurred out the tickers since that information is only for Premium Members, but you can see how we've done so far: |
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In today's Premium Section, an update on our metals positions and how we're playing multiple triple and double-digit winners. Everyone should be reading the Premium write-ups. | I hope you've been paying attention because many of our picks are currently beating the S&P by up to 4-to-1 over the last 12 months. | Most financial newsletters charge $500, $1,000, even $5,000 per year. Why? Because they know they can. | I don't. | I built my wealth the old-fashioned way, not by selling subscriptions. | That's why I priced this at $25/month, or $250/year. | Not because it's low quality, but because I don't need to charge the typical prices other newsletters charge. | One good trade, idea, or concept could pay for your next decade of subscriptions. | The question isn't 'Why is this so cheap?' The question is, 'Why would I charge more?' | 👉 Upgrade to Premium Now | P.S. If this newsletter were $1,000 per year, you'd have to think about it. | You'd weigh your options. You'd analyze the risk. | But it's $25 a month. | That's the price of a bad lunch decision. | And remember, just one good idea could pay for your subscription for a decade. | 👉 Upgrade to Premium Now | |
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