Dear Fellow Investor,

Gold didn’t “dip” from $5,423 to $5,000.

It was forced down.

After the Iran strikes, something inside the gold market broke.

This pullback isn’t weakness — it’s a setup.

While retail investors hesitate…

…the smart money is quietly loading up.

Not on gold.

On a little-known “Shadow Miner” positioned for what happens next.

Because on March 31st, a 90-year-old law could expose what’s really inside the vaults.

And when that happens…

..this “Iran discount” disappears overnight.

[See the ticker before the reset >>>]

“The Buck Stops Here,”

Dylan Jovine, CEO & Founder

Behind the Markets

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Exclusive Content

3 Smart Investments If Interest Rates Stay Higher for Longer

Authored by Chris Markoch. Article Posted: 3/23/2026. 

Key Points

• Investors should focus on assets that can perform well even if interest rates remain elevated for longer than expected.
• ETFs like VNQI and MLPX provide diversified exposure to real estate and energy infrastructure with strong income potential.
• Equinix stands out as a growth-oriented REIT with pricing power and long-term contracts that help offset inflation pressures.
• Special Report: Elon Musk’s $1 Quadrillion AI IPO

The March Federal Reserve meeting made clear that the investing backdrop is different than many expected at the start of the year. Heading into 2026, investors had hoped for two, three, or even more interest-rate cuts.

Falling interest rates generally benefit companies that rely on capital, which helps explain why 2025 was a strong year for speculative stocks.

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But commonly used inflation measures remain stubbornly above the Fed’s preferred target. That prompted Federal Reserve Chair Jerome Powell not to rule out the possibility that interest rates could go higher.

A further rate increase may be unlikely, but a higher-for-longer environment now looks more probable than many assumed. That shifts the question from “what investments hedge inflation” to “what investments can hedge inflation and still perform if real rates remain elevated.” Potential answers include targeted exchange-traded funds (ETFs) and companies that own physical assets with the ability to raise rates or fees as general prices climb.

Global Real Estate Exposure Helps VNQI Navigate Higher Rates

Real estate investment trusts (REITs) often benefit from falling rates but can underperform when rates are elevated. One way to stay invested in real estate while reducing single-name risk is an ETF. In addition to a dividend with a yield around 4.5%, there are several solid reasons to consider the Vanguard Global ex-U.S. Real Estate ETF (NASDAQ: VNQI).

It carries an ultra-low net expense ratio (0.12%) and roughly $3.5 billion in assets under management, providing ample liquidity for buying and selling. Despite a recent selloff, the VNQI ETF has delivered about a 10% total return over the past 12 months.

Investors should pay particular attention to the fund’s positioning: VNQI offers broader geographic exposure than many U.S.-centric real estate REITs. With capital flowing into emerging markets, that international exposure can help navigate volatility.

MLPX ETF Offers Income and Stability in a Volatile Energy Market

Energy stocks, especially oil and gas names, have benefited from higher crude prices, but volatility can be swift. Investors can reduce sensitivity to price swings by focusing on midstream companies that operate pipelines or on service firms that see steady demand as higher oil prices spur exploration.

That makes the case for the Global X MLP & Energy Infrastructure ETF (NYSEARCA: MLPX). The fund is up over 22% in 2026 and pays a dividend yielding roughly 4%.

The ETF provides exposure to both U.S. and Canadian oil markets, with more than 84% of its holdings in the Oil & Gas Storage & Transportation sector. That gives investors access to pipelines and related infrastructure critical to North American energy supply chains.

Institutional investors increased holdings in Q4 2025, before the conflict with Iran; sustained institutional demand should be supportive for this ETF.

Equinix Stock Delivers Growth Through Pricing Power and Data Demand

For investors seeking single-stock exposure, Equinix Inc. (NASDAQ: EQIX) is an attractive option. The data-center REIT benefits from long-term demand for digital infrastructure and a business model centered on contractual, recurring revenue.

With revenue expected to rise, Equinix should be less sensitive to rate moves—appealing to investors looking for growth that can keep pace with inflation.

As of March 23, EQIX is up just over 2% year-to-date in 2026, which keeps the dividend yield around 2.2%. The payout totals $20.64 per share and has grown at an annual rate of roughly 12% over the past three years.

Despite a high share price (around $955), analysts continue to raise price targets. Institutional buying also outpaces selling by roughly 2.5-to-1, which is a constructive signal for longer-term investors.

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Just For You

Tesla’s Big China Sales Spike Didn’t Excite Investors—Here’s Why

Written by Sam Quirke. Published: 3/12/2026. 

Key Points

• Despite a big jump in Tesla’s Chinese sales numbers, the stock barely reacted and remains close to multi-month lows.
• Investors increasingly appear to be valuing Tesla less as an EV manufacturer and more as a long-term AI and robotics story.
• A fresh bullish analyst rating highlights why the primary driver for the stock may lean more on execution than vehicle deliveries.
• Special Report: Elon Musk’s $1 Quadrillion AI IPO

Tesla Inc. (NASDAQ: TSLA) just posted a headline that, in the past, would likely have produced a meaningful rally in the stock. The company’s Chinese sales for February jumped more than 90% year over year — one of its strongest delivery figures in months.

Normally, a surge of that size would be read as clear evidence that demand is rebounding in one of Tesla’s most important markets, particularly after months of broadly declining delivery figures.

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Yet the stock barely budged. Shares gained just over 2% on the news and remain near multi-month lows. That muted reaction might seem discouraging for investors hoping an improvement in deliveries would spark a comeback. A closer look suggests, however, the market may be more focused on Tesla’s broader ambitions — from autonomous driving to the potential for a SpaceX IPO — when valuing the company.

Delivery Numbers Are Losing Their Influence

For much of Tesla’s history, vehicle deliveries were the key metric driving the stock. Strong sales reinforced the company’s leadership in electric vehicles (EVs), and investors rewarded the shares accordingly. When deliveries disappointed, the market often reacted sharply in the opposite direction.

That relationship now appears to be evolving. If a dramatic jump like this fails to shift investor sentiment materially, it suggests the market is assigning less weight to monthly delivery reports than it once did.

Part of this shift reflects a broader change in how investors evaluate Tesla. Over the past year, CEO Elon Musk has increasingly positioned the company less as a traditional automaker and more as a technology platform centered on artificial intelligence (AI), full autonomy, and robotics.

As that narrative gains traction, investors are paying less attention to individual delivery figures and more to whether Tesla can execute on those longer-term ambitions. For investors on the sidelines, that creates an interesting setup.

The Narrative Around Tesla Is Changing

Musk has gone all-in on the company’s long-term vision, repeatedly framing Tesla as a tech company that happens to make cars. Ambitions include autonomous driving systems, robotaxi networks and humanoid robotics projects. If Tesla gains traction in any of these areas, future revenue opportunities could eventually dwarf the current vehicle business.

That perspective helps explain why the market is willing to look past large swings in monthly delivery numbers. While EV sales remain important for near-term results, they’re no longer the primary factor driving Tesla’s valuation.

Analysts Are Leaning Back Into the Bull Case

Wall Street behavior also reflects this narrative shift. After several cautious analyst updates this quarter — including Phillip Securities’ Sell rating and $215 price target last month — Bank of America last week initiated coverage with a Buy rating and a $460 price target. With Tesla shares trading around $400, that implies roughly 15% upside.

Notably, the firm’s optimism is driven less by delivery momentum and more by Tesla’s potential leadership in the “consumer autonomy” space.

That distinction matters because it underscores the market’s growing willingness to price Tesla as an AI-first tech company that also builds cars. Those opportunities remain largely unproven at scale, which is the principal risk today.

Autonomous driving still faces regulatory hurdles, and Tesla’s robotics ambitions are in early stages. That uncertainty helps explain why the stock continues to swing with sentiment. Still, if investors shift their focus to execution, Musk’s track record of delivering on bold projects could help lift the shares.

Execution Is Now the Real Catalyst

For the remainder of the year, investors should pay less attention to monthly vehicle delivery totals and more to concrete signs of progress on Tesla’s technology goals.

Updates on autonomous driving capabilities, robotaxi deployments, and robotics development could move the stock more than any single sales report. If Tesla’s bigger ambitions begin to materialize, the market may quickly regain the optimism that has driven the company’s largest rallies in the past.

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