Archive Category: Green Zone Fortunes Updates

There are two Americas today. And I’m not talking about politics. I’m talking about money. For millions of Americans, higher prices are forcing tough choices. Groceries cost more. Gas costs more. Housing costs more. And the paycheck doesn’t always stretch as far as it used to.

Let’s talk about Palantir Technologies (PLTR). We’re up more than 700% on the stock, making it our second-best-performing portfolio position. But there’s more to the story than a huge gain…

The AI buildout is the most important megatrend of our lifetimes. But that doesn’t mean tech stocks are the only game in town. In fact, tech isn’t even close to being the top-performing sector in the S&P 500 Index this year.

Let’s start with some fantastic news. We’re up 925% in Argentine oil and gas company YPF SA (YPF). We could very well cross the 1,000% threshold within days, giving us a 10X return.

For years, investors were told globalization was the future. Companies moved factories overseas. Supply chains stretched across continents. And businesses became increasingly dependent on countries thousands of miles away for the products and materials they needed to operate. It was incredibly efficient.