Another 375% Return or More Idea?
FMT wrote about the likely resurgence of the secular Bitcoin trend, suggesting that a 375% return or more in the upcoming cycle was well within reason. That forecast seems to be materializing.
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Prepared for the OMG Moment
Our investments in natural resources were driven by underlying supply and demand fundamentals, predating the Middle East conflict. If anything, war only underscores the importance of natural resources, essential materials underpinning our globally complex societies that wouldn’t function without them.
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Don’t Get Caught: How to Avoid the Inflationary Era’s Pitfalls
Most of the world is likely to overlook the emergence of this new bull market in natural resources (but you don’t have to) until its already had a substantial run, along with the margin-of-safety opportunities it presents today.
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America’s Looming Energy Crises
As we look beyond the immediate future, a pressing question arises: Where will the United States source enough oil to meet its substantial demand over the next 5+ years? This is not a speculative or distant scenario; it’s a very real concern.
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Big Returns for You: The Power of Low-Cost Advantages
The United States has transitioned from coal as its primary baseload power source to embracing natural gas. Natural gas stands as the number one primary source for baseload energy, and this trend is projected to persist for at least a decade or more.
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The Bitcoin Adoption Trend: Bitcoin Could Increase by 375% or More in Two Years
These long-term on-chain analytics of Bitcoin are extremely bullish. With a decreasing supply available for trading, which is at a record low percentage of all circulating supply, it will require less increased demand to drive up the price.
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No Brainer Opportunities in Oil and Natural Gas
While it might be surprising, gold has outperformed the broad stock market indices (such as the S&P 500 and the NASDAQ) since their peak in 2021. Both indices are still below their highs, while gold is very close to reaching all-time highs.
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The “All-Weather” Portfolio is Toast
Portfolio construction is an unquestionably important aspect of portfolio management.
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The Start of a New Megatrend
We are witnessing that today after a nearly decade-long period of low oil investment, with no signs of it abating, leading to global oil pumping capacity constraints and record low inventories.
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The Disinflation Meme
Food, water, shelter, and energy are some of humanity’s most basic needs, yet energy is one of the most misunderstood markets in the world today.
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