Patriots Portfolio — Week of March 19, 2026
March 19, 2026 • 3 min readPatriots Portfolio
The Patriots Portfolio: treating Guyana’s national developments as investment opportunities since we had nothing better to do. Not financial advice. Not any kind of advice, actually.
📈 BUY
Oil at US$100/barrel Guyana produces oil. Oil is at $100 a barrel. The math here is straightforward. Whether the math reaches your pocket is a separate and more complicated calculation, but the macro position is strong. We are bullish on the barrel. We are cautiously optimistic about the trickle-down. We remain watchful for the trickle. Confidence: High. Arrival timeline: TBD.
Read More →