Inve$ting 2021 - What I did This Year that MADE MONEY

I discovered the Actionable Intelligence Alert in late 2020.  It has paid dividends.

One of the things people ask is "what is your investing thesis?"  My thesis is easy to elucidate: make money.

After making tons of mistakes over the past 10 years, I've been smarter, more careful, and more diligent in investing.  Because of this I have landed in the commodities sector.  There has been an unnatural and cloddish move into 'green' energy and 'renewables'.  The problem with those two things is that they lack the energy to power the modern world.  It doesn't matter how you feel about global warming, global cooling, climate change, global dimming ... any of that stuff.  It's irrelevant. 

If you want to flip on the lights and have them go on, there has to be oil, coal, natural gas, or nuclear to power the grid.  It's that simple.  Solar panels and windmills cannot do the job.  They don't produce enough power.  That may not make you feel good, and it will get you on the bad side of GRETARD, but that's reality. 

Because of the lack of money in finding more 'old' energy, the world is due for a price spike. That's where my investing dollar has gone over the past 10 months, and it's been reasonably successful.  I'm in:

• Uranium
• Natural Gas
• Oil
• Molybdenum

I plan on adding to all of these positions over the next calendar year.  I will probably add exposure to copper, and possibly coking coal.

Here is one of the AIA videos - the most recent and one that will give you a small sampling of someone I listen to who is based and understands the industry.

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