The Rising Influence of Rising Affluence

[Bluewingcap]

Everyone will be watching the WH debt ceiling negotiation today for some sign of progress.
Of course there will be none. Brinkmanship is always the play. BUT this time you have MTG and other crazies ready to lay waste to the whole system.
We probably get a continuing resolution to kick the can down the road, but since most are looking for that, there is real potential for a default scenario (or 14th Amendment invocation/lawsuit).
GROY is my hedge into such a scenario. Gold royalty company led by former Goldcorp CEO. Cheapest valuation in the space, and coming off it's lows. I bought last week before the recent pop. Could see $3+ in a debt ceiling kerfuffle. Significant royalty growth after 2026 as projects come online.
Tread carefully these days...