The 30-Year Treasury Just Crossed 5%. Here Are 2 Hard Asset Stocks Under $40 Built for What Comes Next
With long-term Treasury yields surpassing 5%, capital is shifting from growth stocks to cyclical sectors like energy and fertilizer producers. This article highlights two hard asset stocks under $40, CNX Resources (CNX) and Mosaic (MOS), that are well-positioned to benefit from this rotation. CNX offers strong free cash flow and a low valuation despite natural gas price risks, while Mosaic, a play on fertilizer demand, faces raw material cost challenges but has potential for significant upside if commodity prices normalize.