Portfolio Update: May 2025 — TACO or AJAX? Up 3.14%
We have just experienced our best monthly performance in May since 2021. Here’s how we captured outstanding value by going against the grain.
My Family’s Story: The Case for Stubborn Optimism
Do you miss the good old days? Well, reminiscing about the past may offer us a surprising lesson on wealth and wellbeing. This is why it matters.
New Energy: Powering America’s Next Golden Age
It’s the unspoken truth: you can’t have industry if you don’t have energy. Here’s why investors are preparing for the next big leap in American power generation.
Tech vs Sweat: The New American Dream (Part Two)
For years, the American industrial heartland has been in decline. But the winds are now changing. Is it time for a revival? This is Part Two of our investigative series.
Strategic Resources: Investing for America’s Comeback
A new era of reindustrialisation is beginning in the United States. This is creating renewed hunger for raw materials. How can investors capture the potential upside?