The market is very happy that the US and Iran are making progress on a peace deal. I hope they’re right. Because we’ve got bigger problems. For the American consumer, it’s inflation – and it’s why you should own the Horizon Kinetics Inflation Beneficiaries ETF (INFL), says Sean Brodrick, editor at Weiss Rating Daily.
I recently gave a presentation on the threat of inflation and five ways to beat it. I told viewers that they need to buy stocks that A) have pricing power, and can pass through inflationary costs, and B) are growing faster than inflation.
(Editor’s Note: Sean is speaking at the 2026 MoneyShow/TradersEXPO Orlando, scheduled for Oct. 5-7. Click HERE to register.)
An easy way to beat inflation is to invest in INFL. It holds a basket of foreign and domestic stocks expected to benefit, directly or indirectly, from rising prices of hard assets — commodities, land, royalties, etc.
The portfolio doesn’t track a benchmark. It holds 20 to 60 names globally, with a heavy tilt toward energy, real‑asset royalties, and resource‑linked financials and infrastructure. Its top three holdings are Wheaton Precious Metals Corp. (WPM), LandBridge Co. (LB), and PrairieSky Royalty Ltd. (PREKF).
The fund has a tiny dividend yield, an expense ratio of 0.85%, and a Weiss Rating of “C.” You can see from the chart that INFL has been on a war-fueled roller coaster ride. But after bottoming recently, it is blasting off again.
The market does not believe the inflation story is over, not by a long shot. I believe INFL will reach $95 over the next year. It needs to break through recent overhead resistance, but that’s a nearly 84% increase.
Recommended Action: Buy INFL.
