Issues

Global Intelligence Letter – December 2023

Jeff D. Opdyke · December 18, 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 …

Jeff D. Opdyke · November 17, 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 …

Jeff D. Opdyke · October 27, 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 …

Jeff D. Opdyke · September 18, 2023 ·

VIEW SEPTEMBER ISSUE This month, we’re buying the Big Kahuna stock that is tapping the fastest-growing segment of the health insurance …

Jeff D. Opdyke · August 21, 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 …

Jeff D. Opdyke · July 25, 2023 ·

VIEW JULY ISSUE This month we’re buying America’s largest generator company—Generac Holdings (GNRC). Last year, the typical American had to …

Jeff D. Opdyke · June 21, 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 …

Jeff D. Opdyke · May 22, 2023 ·

VIEW MAY ISSUE The federal government is about to spend $55 billion upgrading American’s failing water infrastructure. And this funding is going to …

Jeff D. Opdyke · April 20, 2023 ·

VIEW APRIL ISSUE In this issue, I discuss the era-defining crisis to come… and the five assets you need to prepare for it. America stands on the …

Jeff D. Opdyke · March 16, 2023 ·

VIEW MARCH ISSUE In this issue, we’re heading to the Andes in southern Peru to invest in Southern Copper Co., a little-known mining giant that will …