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I recently invested into American Oil and Gas royalties. Here’s why: Exposure to energy; Exposure to the USA; Exposure to cash flow; Exposure to assets NOT listed on capital markets

In 1872 William Knox D’Arcy had the good sense to marry Elena Birkbeck of Rockhampton, the daughter of a successful mining engineer. After a decent legal career D’Arcy was launched into the world of speculating.
In this, it turned out, he had a special talent.

Here are some headlines: Nord Stream 1 and 2 are down; US petroleum stocks are below the 5yr low; OPEC+ cuts production by 2million bbl/d

If you locked in a 30-year fixed mortgage rate on a $600,000 house at 2.6% interest rate in 2021 you have the same monthly mortgage payment as someone that just bought a $380,000 home at today’s 6.5% mortgage rate.

Have you ever wondered why we no longer invade middle eastern countries? I’ll give you a hint. It has nothing to do with Trump…

Democrats passed the Inflation Reduction Act and it magically made inflation vanish, even before the bill was signed into law. This is how good the bill is, it retroactively reduced inflation.

Recently we discussed how, as the Fed raises rates, we expect the dollar to continue its move higher, and a subsequent rally in broader equity markets.

Last week we saw another MASSIVE inflation print as headline CPI reached a four-decade high: 9.1%

Today, the economy appears increasingly more fragile as the hours pass. Let’s discuss some of the pain points that are starting to show.

Real Assets are about to reign supreme. “Real” assets are assets with an intrinsic physical value due to their substance.