Gold, Silver, Bitcoin
FMT Advisory has one of the best track records for valuing gold and silver. Dating back to 2016, we articulated that gold was worth around $1,800-$1,850 per ounce
It’s Time to Build Your Future
You don’t have to be an economist or industrialist to look out across America’s infrastructure and realize it needs a lot of investment. It is badly in need. There is other infrastructure activity like 5G that is also creating a lot of activity.
The Inflation Viruses to Watch Out For
The real chaos might start in around 2022 or so. Sure, there’s no question that 2020 has been as tumultuous as one can imagine for the world thus far and we are not out of the woods yet, but the real boogeyman for investors and humanity could be a bit further down the road. Today’s pandemic…
Seeking the Ultimate
Winning at the highest level in any endeavor is not a usual thing. It is an unusual occurrence, and being a consistent winner over years is even more unusual. Winners are outliers; they live on the extremes, they are intense, and they often raise eyebrows because they do things differently than most. They are also…
The Next Revolution
Dear Investors, 2020-2025: The 5G revolution is going to begin its ascent in 2020, and it is just about upon us. FMT Advisory believes enormous money is going to be made, and we are as excited as ever. Innovation will be king; boring will be defense. Over the next couple of years, we believe a…
Artificial Intelligence is in the Top of the First Inning
More data has been generated in the last two years than in recorded history. 5G is going to create the next megatrends in technology.
Attach Yourself to Real Winners
Warren Buffett has never invested into a single stock because of its dividend in his 70+ years of investing. Neither has his partner, Charlie. There isn’t a single person on the Forbes 100 richest list that got there as a dividend investor, either. In the case of Warren, ninety-nine percent (over 99%!) of his wealth…
A Diamond in the Rough
Lucara Diamond is a classic FMT Investment Advisory Special Situation. The business has the following characteristics: An aligned management team and board of directors who own 21% of the common shares Profitable (has paid out $257 million in dividends since 2014) A strong balance sheet with no debt An attractive valuation (9.7x TTM earnings) with…
Huge Potential Ahead
I believe we are sleepwalking into a major rally… oil is undersupplied by at least 500,000 barrels per day. Crude inventories are depleting and the decline curve (well depletion) never sleeps. Meanwhile, oil companies haven’t been this cheap versus the WTI spot price in 25-30 years. As for the macro, summer travel is upon us,…