I have just returned to Kansas after spending a week in New Orleans with some of the brightest minds in finance at our Portfolio Accelerator event.
I had oysters for the first time, and they exceeded my expectations.
And I had my first hurricane, a drink that New Orleans is known for. They put way too much sugar and vodka in it... I don't think I'll try it again.
I also spent some time at the jazz bars where the music was incredible. My favorite was Pat O'Brien's Dueling Piano Bar, which I highly recommend you visit if you ever get the chance.
It was great to spend time with my Stock Market Media family.
Jason and Spencer were unable to attend, but everyone else was there. Mary, Alfonso, Steve, Sean, Grant, Rick, Louis, Patrick, Riley, and, of course, my loud and obnoxious Cuban friend, JC.
We also welcomed friends from around the world, and I’m incredibly grateful for the deep bench of talent and insight this community brings. It’s truly the best network in the business.
One highlight was hearing Brien Lundin speak Wednesday afternoon:
If you're into precious metals, you know the name.
He’s connected to nearly every executive in the mining industry and understands the sector like few others.
Meeting him in person, I can confidently say: he’s the real deal.
Funny enough, we share the same long-term price target for Gold. Great minds.
Later that night, I had dinner with Matt Warder—the best coal analyst in the world:
Matt’s decades of experience in energy markets made for a masterclass not just in coal, but also in the structure and dysfunction of the U.S. power grid.
The man is a walking encyclopedia.
Can’t wait for the next Portfolio Accelerator. I hear it might be in Canada, which would be perfect timing, considering the bull market underway in precious metals.
If this sounds like something you're interested in, we invite you to apply here to join us next time.
Just keep it quiet—we like to keep things intimate, exclusive, and filled with sharp minds.
Cheers,
Sam
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