A Fiduciary Asset Manager for the New Economy
Most 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!
The 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.
At FMT Advisory, our core themes continue to revolve around bitcoin, energy, compounders, and a few special situations.
While governments around the world can hardly be trusted, one thing we can count on is their willingness to print currency—especially when they are compelled to act.
Artificial Intelligence has highlighted our increasing demand for baseload energy. The nuclear capacity that once served as an atavistic backup of sorts is now being rapidly consumed by hyperscalers like Microsoft and Amazon Web Services, marking a significant milestone in the energy landscape of our country.
In the bustling town of Socialmerica lived an equity investor named Social. Social was known for his sharp mind and keen investment strategies, and many people followed him. However, lurking in the background was an economic phenomenon that would quietly undermine his and his followers’ holdings (yet again): valuation, inflation, and taxes.
Over the next decade, more people are entering the “S” curve of petroleum consumption than at any other time in history while oil markets are tightening
The U.S. oil market stood out as the top-performing sector in March, and it has been the second-best performing sector in 2024.
FMT Advisory’s Proprietary Research has determined that Bitcoin stands as the most advantageous form of capital for the vast majority of individuals. Based on this conclusion, Bitcoin warrants inclusion in any well-structured portfolio.
This is the current economic state of the largest voting demographic in our country, and one of the big reasons why President Biden has the lowest approval rating in history
