In this issue of Frontier Fortunes, we’re taking a big step back to review where we stand with our entire Energy and Metals portfolio…
A few hours before I sat down to write this issue of Frontier Fortunes, Donald Trump and Iran announced a peace deal, supposedly ending nearly four months of hostilities in the Middle East.
The Strait of Hormuz—the 21-mile chokepoint through which roughly 20% of the world’s traded oil needs to pass every day—was set to reopen.
(Although, uncertainty remains. Will the deal hold? A few days after it was announced, Iran again declared it was closing the Strait. We shall watch closely.)
After four months of war, and the swings in the old and gold markets, now is the perfect time to revisit and review our Energy and Metals Portfolio.
So, in this issue of Frontier Fortunes, I am going to do just that.
I’ll give you an update on what’s been going on with each pick, what the future likely holds, and where I see opportunities today.
Inside this issue…
Why gold rallied after peace broke out
What Rome’s monetary history teaches investors today
The latest on Woodside’s 50% gain and ExxonMobil takeover rumors
Why I believe our energy positions still have room to run
Where I see the best opportunities in metals right now
Plus much more…
