This month’s issue is all about bitcoin and what might be your last, best chance to make big crypto wealth. I called the bottom in bitcoin in …
Issues
February 2024: Our Backdoor Way to Play the Growth of AI
This month, we’re investing in the AI and blockchain boom through the backdoor… Connect to the internet these days, and you are very likely going …
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January 2024: Tap This REIT for a 4.5% Yield
This month, we tap into one of the biggest beneficiaries this year of the Federal Reserve’s plans to cut interest rates — the real estate investment …
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Global Intelligence Letter – December 2023
In this issue, I close out the year by taking a deep dive into what's gone our way in 2023 -- and what could have been better for us -- in all the …
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Global Intelligence Letter – November 2023
This month, our market strategy is “Four Corners offense” – a term you might recall from years past, if you happen to be a fan of college …
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Global Intelligence Letter – October 2023
VIEW OCTOBER ISSUE This month, we’re taking stock — literally — in a niche energy investment that that is rising, despite volatility in the oil …
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Global Intelligence Letter – September 2023
VIEW SEPTEMBER ISSUE This month, we’re buying the Big Kahuna stock that is tapping the fastest-growing segment of the health insurance …
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Global Intelligence Letter – August 2023
VIEW AUGUST ISSUE This month, we’re heading to Memphis, Tennessee, to invest in First Horizon bank. The banking industry has come under great …
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Global Intelligence Letter – July 2023
VIEW JULY ISSUE This month we’re buying America’s largest generator company—Generac Holdings (GNRC). Last year, the typical American had to …
Global Intelligence Letter – June 2023
VIEW JUNE ISSUE This month we’re buying America’s largest “mineral rights” company—Black Stone Minerals (BSM). We’re in the early days of what …