Issues

Global Intelligence Letter – February 2023

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 …

Jeff D. Opdyke · October 14, 2022 ·

VIEW OCTOBER ISSUE This month’s cover story concerns collectibles in the age of inflation. We have not seen the end of this new inflationary …

Jeff D. Opdyke · September 14, 2022 ·

VIEW SEPTEMBER ISSUE The last half-year has literally changed the world. It was just over six months ago that Russia launched its disastrous …

Jeff D. Opdyke · August 11, 2022 ·

VIEW AUGUST ISSUE Healthcare has a massive, global tailwind propelling it: aging populations in the West and China that are spending ever more on …

Jeff D. Opdyke · July 15, 2022 ·

VIEW JULY ISSUE I was young back in the 1970s, but I still remember the inflation of that era. I remember the 14% loan rate my grandparents paid …

Jeff D. Opdyke · June 9, 2022 ·

VIEW JUNE ISSUE The roots of this month’s cover story go back more than a dozen years to the Great Recession, when a housing collapse crushed the …

Jeff D. Opdyke · May 13, 2022 ·

VIEW MAY ISSUE The global energy industry is currently going through a massive, unparalleled restructuring. The reason: Russia’s invasion of …