Issues

Global Intelligence Letter – August 2023

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 …

Jeff D. Opdyke · February 15, 2023 ·

VIEW FEBRUARY ISSUE When I was fresh out of college and beginning to build my investment portfolio, I became interested in the technology behind …

Jeff D. Opdyke · January 16, 2023 ·

VIEW JANUARY ISSUE As I speak, there are efforts afoot to change what America has taken for granted for so long…the dollar’s status as the world’s …

Jeff D. Opdyke · December 19, 2022 ·

VIEW DECEMBER ISSUE We’ve come to the end of another year and I am using the final issue of 2022 to recap and review our entire portfolio. This …

Jeff D. Opdyke · November 21, 2022 ·

VIEW NOVEMBER ISSUE The global economy is built upon the idea that energy supplies can always keep up with energy demand…that we can always get …