A Fiduciary Asset Manager for the New Economy
The 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.
In 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
OpenAI 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.
This is the 4th time Silver has warned investors over the last 100 years to what is coming!
Several 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.
On 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.
We’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.
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.
