BlackRock CEO Larry Fink and other executives at the company told Wall Street analysts on Friday that they are focusing on inorganic investments following the recent challenges banks across the western world have experienced since last month. This has financial prognosticators diving into their recent moves to see what it could mean for the various markets going forward.
When it comes to reading the financial tea leaves, there are three groups that smart investors look to for hints about what to expect. The first is government. Policies not only affect investments directly but also send cues to big players about which way the winds will turn. The second group is made up of central banks such as the Federal Reserve. Contrary to what they tell the public, their primary goal is to protect their own money with a distant secondary goal being to keep the economy stable.
It’s the third group that doesn’t get nearly as much attention that often gives the best clues about what’s coming down the pike. This group of mega-money managers, which is made up of corporations like Blackrock, Vanguard, and State Street, often have the most direct influence over the financial affairs of individual investors. While governments and central banks can make macro moves to affect industries or economy in general, it’s the money managers who have the most influence over companies big and small.
Moreover, they directly impact investments of individuals by making moves in their retirement portfolios.
This is why Friday’s discussion between Fink and Wall Street analysts is raising eyebrows. While many investors are concerned about the banking industry’s instability, BlackRock sees it as a huge opportunity. According to Business Insider:
Upheaval in the banking sector could create openings for growth in parts of BlackRock like cash management, the firm’s Aladdin technology business, its alternatives business, and its advisory arm, Goldman Sachs analysts led by Alex Blostein said in a note to clients on Friday.
The alternatives business, where managers offer products like private credit and private equity, has been a focus of growth. The Financial Times reported last December that BlackRock had “discussed whether to pursue a takeover of private markets manager Carlyle but decided against it,” citing three people with knowledge of those discussions.
But it isn’t what these huge financial corporations say that gets the most interest. It’s what they exclude from their discussions that often point investors toward smart money. It’s noteworthy that as Fink and others at BlackRock talked of inorganic investments in certain areas, they didn’t mention BlackRock Gold, the wing of the company tasked with investing in precious metals companies. Considering they’ve boosted investments into these companies up to 70% this year, one would think portfolios backed by physical precious metals would be worthy of a mention.
Instead, crickets. Their silence says more than any words they may have uttered.
In an interview with FOX Business, Jonathan Rose, CEO of Genesis Precious Metals, said, “Both gold and silver added 15% to 20% over the last six months, while the overall market was in the range of 2% to 4% growth.”
“Things are just starting to heat up,” he added. “In fact, the long-term projections in the precious metals market could get even higher.”
“And regardless of the Fed’s position, few Americans have faith that the U.S. dollar will strengthen, providing a strong case for allocating a portion of funds to a tangible and secure asset,” Rose added.
If BlackRock, central banks, and governments are looking toward precious metals in general and gold in particular to back their own investments, one might conclude the same for individuals with retirement and wealth to protect.
Bypass Big Tech Censors
Two Storms, One Harvest
Every food crisis in living memory has been a one-shock event. The 2008 price spike was a commodity bubble. The 2020 shortages were a logistics failure. The 2022 grain scare was a war on one exporter’s ports. Each time, the system bent, adjusted, and recovered, and each time the experts assured us afterward that global markets are simply too big and too diversified to fail.
What nobody in Washington seems eager to discuss is that 2026 is shaping up to be something the modern food system has never actually faced. Two independent shocks, one climatic and one geopolitical, are converging on the same harvest cycle at the same time. Not sequentially. Simultaneously.
Start with the weather. The Pacific Ocean is currently building toward what forecasters now openly call a record event. NOAA’s Climate Prediction Center puts the odds of at least a strong El Niño near 88 percent, with roughly two in three odds it reaches “very strong” status, the tier reserved for perhaps three or four events in the entire satellite era. Every major global model now projects a median peak in Super El Niño territory, and most of them project it exceeding the 2015-16 event, which until now held the modern record. Sea surface anomalies were already brushing the super threshold in mid-July, months before these events normally peak. The atmosphere has already shifted into El Niño mode, and the event is forecast to crest in late fall and early winter.
This is not about “climate change.” It’s about the standard cycles of weather, and the cycle we’re currently in is one that has likely devastated societies in the past. We’re better prepared as a society today, but not all Americans are equally prepared.
Serious households have started doing the quiet math on their own. Grocery bills tell part of the story, and the forecast maps tell the rest, which is why long-term food storage has moved from fringe hobby to mainstream line item in the family budget, with established suppliers like Heaven’s Harvest seeing demand from people who five years ago would have rolled their eyes at the idea. That instinct is not paranoia. It is pattern recognition, and the pattern is worth walking through carefully.
Editor’s Note: Heaven’s Harvest IS a sponsor, but the warnings of this article are real and would be written even if we didn’t have a survival food sponsor. With that said, those who take advantage of what they offer can use promo code “Patriot” for 15% off.
The Fertilizer Clock Is Already Running
While the Pacific warms, the second shock has been unfolding in the Strait of Hormuz. The conflict with Iran turned the world’s most important energy chokepoint into a contested waterway, and the consequences reach far beyond the gas pump. Roughly a third of global fertilizer trade moves through Hormuz, and the disruption sent urea prices up 86 percent year over year by March, with a 53 percent jump in a single month.
The World Bank projects energy prices rising about 24 percent in 2026 and fertilizer about 31 percent. By its own accounting, fertilizer prices ran 35 percent higher in the first five months of this year than the same period last year.
Here is the mechanism the nightly news will not explain. Fertilizer is not a grocery item. It is a time-delayed input. The nitrogen a farmer in Iowa or Punjab could not afford to apply this spring does not show up as a problem this spring. It shows up as a thinner harvest six to twelve months later.
The World Bank’s own food security brief concedes that the effects of reduced applications earlier this season “are likely to become visible only later in harvest outcomes.” Translate that from institutional language into plain English and it means this. The damage is already done, it is already in the ground, and we are simply waiting for it to arrive on the shelf.
Now check the calendar. Six to twelve months from the spring planting season lands us squarely in late 2026 and early 2027. Which is precisely when the strongest El Niño in the instrumental record is forecast to peak, bringing its signature droughts to Southeast Asia, Australia, southern Africa, northern Brazil, and South Asia, the very regions that grow the world’s rice, sugar, and oilseeds.
The World Bank warns openly that a strong El Niño “could disrupt multiple crop belts simultaneously” on top of the conflict-driven input costs. Their baseline projection assumes the Middle East disruptions ease by autumn. What in the last two years of Middle East history suggests that assumption is safe?
The System Has No Slack Left
The comfortable answer is that global markets always adjust. But adjustment requires slack, and the slack is gone. Global cereal production is expected to decline from last year’s records even before El Niño does its work. The UN World Food Programme, hardly a den of right-wing preppers, is calling this the most significant disruption to its supply chains since Covid and the invasion of Ukraine, and its supply chain director put the stakes bluntly.
Today’s supply chain challenges are tomorrow’s hunger crisis.
There is also a political dimension that markets cannot price. When food gets scarce, governments do not behave like economists. They behave like politicians. Export bans, hoarding mandates, and panic buying at the national level turned the modest rice shortfall of 2008 into a global crisis, and analysts are already warning that import-dependent nations are the first dominoes.
The 2015-16 Super El Niño, a far weaker event than what is now forecast, threw tens of millions into food stress across Africa and Asia. This one is projected to be stronger, and it arrives with fertilizer already rationed by price and shipping lanes already contested by missiles.
What Joseph Knew
Scripture does not treat preparation for lean years as faithlessness. It treats it as wisdom delivered in advance to those willing to act on it.
Behold, there come seven years of great plenty throughout all the land of Egypt: And there shall arise after them seven years of famine; and all the plenty shall be forgotten in the land of Egypt.
Joseph did not respond to that warning with a hashtag or a committee. He stored grain during the years of abundance, and when the famine came, Egypt stood while its neighbors begged. The lesson is not that famine is certain. It is that the time to prepare is precisely when preparation still looks optional.
Nobody who filled a pantry in a year of plenty has ever regretted it, and nobody standing in an empty aisle has ever been glad he waited for certainty.
None of this calls for panic, and panic is the enemy of sound judgment anyway. It calls for the same unglamorous prudence our grandparents considered ordinary. Keep some cash margin, know your local growers, and put real food in deep storage while it is cheap and available, because the entire arc of this story is that cheap and available is a closing window.
Families looking for a straightforward place to start can visit Heaven’s Harvest and use promo code Patriot for 15 percent off long-term storable food. The forecasts may yet soften, the strait may yet reopen, and we should pray they do. But hope is a fine thing to hold and a foolish thing to eat.