Archive Category: Green Zone Fortunes Updates

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.

One of the greatest strengths of our Green Zone Fortunes system is the way that it can cut through the “noise” and zero in only on the best, “high-signal” investments. Our system isn’t swayed by exciting CEO sales pitches or trendy new investments. It can’t be wooed by the star power of business leaders like Elon Musk. Our ratings system runs on pure data, tabulating 75 independent metrics across six proven investment factors … to provide a real-time assessment of whether a particular stock is a good “buy” or not.