Natalie Pace

Are alternative investments a way to hedge inflation and access markets that only wealthy people are exposed to, or are they a money pit that might limit access to your wealth or lose your hard-earned dough altogether? Navigating the hot and potentially hostile landscape of deepfake Warren Buffett videos, private equity and credit (funds and direct investment), crypto and precious metals require sober and informed due diligence. In addition to income, we must be concerned with capital preservation (no paper or real-world losses).  Will Rogers famously said, “I’m more concerned with the return of my money than the return on my money.” We can earn an income of 4% safely, with plenty of liquidity while preserving our principal investment, once we learn and implement a few of the tricks that Natalie Pace will share in her session.

SpaceX will become publicly traded on the NASDAQ Stock Exchange on or about June 12, 2026, with the ticker symbol SPCX. The world will likely see its 1st trillionaire crowned on the 1st day of trading (Elon Musk), if the IPO comes in at $1.6 trillion or higher, and stays there. You know you want to buy it. Should you jump in on June 12? Put SpaceX on a Stock Shopping List? Will it show up in one of the technology funds that you already own? Will the Wall Street insiders who have been investing in SpaceX for half a century! use the IPO to sell high and turn their paper profits into hard cash at retail investors' expense?

Where are the best opportunities? What are the greatest risks? Our portfolio performance in 2025 was outstanding. Our silver stock pick (First Magestic Silver) more than tripled, performing far better than its more popular cousin, gold. Peru more than doubled and was a better play than just betting on copper (+32%). Clean energy was one of the top performers as well, with 60% gains compared to Nvidia’s 40%.

With oil and defense stocks and the S&P 500 at all-time highs, should you buy, hold, or sell? Will the safe havens continue to dominate returns? Are there any risks with Peru and copper? With Tesla, Microsoft, and Palantir down -21-31%, has the tide shifted toward value and away from growth?

Let’s dive into the data to design a blueprint that increases the performance and the protection of our portfolio.

By now you've heard that AI, data centers, and the Magnificent 7 are responsible for Wall Street's spectacular gains over the past three years. You might also know that silver was the superstar in 2025, having tripled in price. Are you aware that Peru and clean energy were some of the super performers, with gains of over 100% and 55%, respectively? This pretty much rounds-up the hot picks we selected for 2025. Will they continue to perform in 2026, or are there new areas to lean into? What about bitcoin? Are we headed for a Crypto Winter?