Archive Category: Green Zone Fortunes Updates

Today is Christmas Eve, so we’re closing the office early to give the team a little time with their families. Money never sleeps, but we have no interest in being a modern-day Ebenezer Scrooge! And about that… Before we bring out the eggnog, I want to say a quick thank you for reading Green Zone Fortunes.

As we hit the last few weeks of 2025, I want to revisit two of our long-held positions that haven’t gotten a lot of attention this year: blue-chip oil and gas pipeline operators Kinder Morgan (KMI), Enterprise Products (EPD) and Energy Transfer (ET). We added both of these positions to the model portfolio a little over three years ago. And while they haven’t gotten much love in the financial press (no surprise, as it seems that AI is the only thing making the news these days), they’ve managed to post returns that are pretty darn good.

Despite bitcoin very much going “mainstream” over the past few years, and even after the massive surge in crypto trading following Donald Trump’s reelection, leading crypto exchange Coinbase (COIN) is still sitting below its 2021 IPO price.

Last month, I recommended the shares of the premium Brazilian brewer Ambev (ABEV). Our shares are already up a couple percent, and I expect Ambev to be a fantastic investment for us once it really hits its stride. The surge in AI spending is all but guaranteed to lead to a sustained boom in commodities, which should in turn lead to a sustained boom in spending on consumer goods… like premium beer! Of course, this isn’t the first time we’ve invested in South America…

The explosive growth in AI has created massive demand for physical infrastructure that goes far beyond Nvidia chips. Every AI data center needs more than 5,000 tons of copper for electrical systems and cooling… and around 1,000 tons of structural steel. They need lithium batteries for uninterrupted power… and rare earth elements for advanced components. The demand is staggering, and it’s only accelerating.