After snow and ice covered the ground for the better part of three weeks, Winter’s finally starting to break up here in the mountains of Virginia.
A host of little robins have found their way to our property, each content to hop around and search for worms. That’s a sure sign that Spring will be arriving soon.
On the macroeconomic front, our 2026 Investment Outlook is falling into place.
For the first time in several decades, the market is now valuing real assets and raw materials (gold, silver, copper, uranium, industrial metals, and the infrastructure that produces/delivers them) at a premium to the financialized paper claims layered on top of them (futures, ETFs, derivatives, REITs, and mortgage-backed securities).
This is the Age of Paper Wealth crumbling right before our eyes.
At The Phoenician League, our portfolio strategy was constructed specifically for this brave new world that we’re entering into. Our approach to asset allocation and alternative assets has served us well to bulletproof our finances. And our core equity portfolio has thrived in the current climate. We now have one position that’s up over 300%, three positions up over 200%, and two more that are up over 100%.
This kind of targeted portfolio strategy is critical in the current economic and geopolitical climate. The world is rapidly changing in unpredictable ways… and our financial approach is designed to account for that.
To that end, we’re going to host our next public-facing strategy session on March 18th at 3:30 pm. That’s exactly two weeks out.
We’re calling this one Charting Financial Freedom – The Blueprint for Personal Wealth Today. And we’re going to walk through exactly how we craft our targeted portfolio strategy, step-by-step – and how anyone attending can do the same.
I expect this to be our most in-depth single-day session yet. If you would like to block off your calendar and join us, you can get more information on the strategy session at: https://phoenician-league.lpages.co/charting-financial-freedom-webinar/