Our “Find the Best Storylines” strategy has an amped-up corollary: When multiple storylines intersect, go hunting. And that’s what we’ve got with the New Cold War. One recommendation I’ll share: IperionX Ltd. (IPX), writes Bill Patalon, chief stock picker at Stock Picker’s Corner.
America is squaring off against China and Russia. That has fueled the deglobalization storyline and that’s also igniting “reshoring” efforts.
IperionX Ltd. (IPX)
The New Cold War has also created new “battlegrounds.” In cyberspace. In outer space. Heck, it’s even transformed the once-humdrum commodities sector into a de facto battleground.
That spools up our “Long-Term Commodities Supply Shortfall” story into a strategic tale known as “Critical Minerals.” China is hoarding rare earth elements — which is spurring new US exploration, mining, and collaboration strategies. It even has Washington making direct investments in promising companies.
In my 40 years as a journalist, analyst, and stock picker, I’ve never seen retail investors this interested in commodities. That’s okay. This is opening a wealth window for new types of companies. IPX is a company that can help America win the global “Titanium Challenge.”
Recommended Action: Buy IPX.
