A Fiduciary Asset Manager for the New Economy
Shutdowns, Depleted Inventories, and Fading Shale Growth Point to Sustained Oil Strength Three charts currently paint a clear picture for oil markets. Strategic Petroleum Reserves and Commercial Supplies have crashed (oil safety net is in danger territory): 18% of of the world’s energy passes through…
DetailsThe United States still imports roughly 4 million barrels per day of heavy sour crude—the thick, sulfur-rich stuff that Gulf Coast refineries were built to process. That volume hasn’t budged meaningfully in years.
DetailsIn the world of long-term, sustainable growth, few companies have demonstrated the level of consistent outperformance and shareholder value creation. However, there’s a brand new contender in the energy sector
DetailsOpenAI and AMD have entered a sweeping partnership spanning hardware, software, and roadmap optimization to support large-scale AI deployments. The collaboration should yield lower costs, higher efficiency, and faster deployment of next-generation AI systems worldwide.
DetailsThis is the 4th time Silver has warned investors over the last 100 years to what is coming!
DetailsSeveral factors position Fannie Mae and Freddie Mac as the optimal starting point for the SWF (the upcoming and anticipated U.S. Sovereign Wealth Fund). This could be massively beneficial in a roundabout way for bitcoin, too.
DetailsOn July 4, 2025, President Donald Trump signed the “One Big Beautiful Bill Act,” a sweeping tax and spending package aimed at supercharging the U.S. economy while addressing the nation’s ballooning $36.5 trillion national debt.
DetailsWe’re riding a rare, once-in-a-10-to-15-year trend cycle shift, and the commodity Supercycle is heating up. The next few years have the promise of stellar rewards for those who pay attention.
DetailsMost are still in denial about this new era unfolding. They’re extrapolating the past. But this is only the fourth major shift in market structure since the 1920s. Social consensus won’t save them. Capital flows and valuation trends can. The Supercycle is upon us!
DetailsThe tariffs instituted by Trump are advantageous for our core portfolio holdings in the medium term. It is imperative that Trump implements policies that devalue the dollar in relation to our international trading partners.
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