Venezuela today, Greenland tomorrow? How these seismic events will affect your investment portfolio

Happy new year!

Welcome to the most important year of this 18.6-year real estate cycle.

It’s a critical year because we are close to the peak of the cycle.

And so, what happens this year really matters because it will determine how the final years of the decade will play out. You therefore need to pay very close attention to what’s happening this year.

And wouldn’t you know it? It did not take very long at all for something potentially enormous to manifest, as the following headline suggests (and by now it’s the most well-known story on the planet).

Ah, I see, it’s nation building escapades once again for a US administration. Worked well the last time they tried, right? Well, maybe there’s another motive, a different mandate here.

From the above article.

Secretary of State Marco Rubio said the US will use leverage over oil to force further change in Venezuela as he seizes a long-awaited chance to try to shape Latin America in Washington’s favor.

Ah, here it is – oil. And frankly, if you view the world through the lens of the real estate cycle, it could not be anything else.

This is an opportunity to capture the economic rent of another country at their expense. And if you study the land markets, you’d be across the fact that not only is the current 18.6-year Real Estate Cycle due to peak in the US soon, but another important cycle is also concluding too.

The Kondratieff or K-wave, also called the long-wave or commodity super cycle, is a 50-to-60-year cycle that covers commodities, technology, and geo-politics. For geo-politics, read – nation-state conflict.

First discovered by Russian economist Nikolai Kondratieff, the main point here is as this cycle culminates, there is what Kondratieff himself called the ‘wars of expansion’ that nation-states enter to fight for and capture scarce resources at other expense. And that’s why this US intervention into Venezuela is something you can’t ignore.

Let’s look now at precisely “why” you can’t ignore this.

This is still a fast-developing story, but the latest news suggests the following. Unlike Iraq, it appears there is no imminent threat of US troops on the ground. Rather, the Trump administration will rely upon ‘pressuring ‘the Venezuelan government.

From the above article:

While Trump prompted questions about how the US would run Venezuela without a presence on the ground, Rubio suggested that would involve a continuing pressure campaign now focused on acting President Delcy Rodriguez.

“It’s running policy,” he told NBC. “We want Venezuela to move in a certain direction because not only do we think it’s good for the people of Venezuela, it’s in our national interest.”

Of course they do.

Only the US would know what’s good for Venezuelan people. The ‘running policy’ is an oil quarantine, a US blockade on sanctioned oil shipments. As the entire economy basically depends upon oil revenue, the playbook here is to give them “a good sweating.” John. D Rockefeller would be proud.

But it’s this news that instantly takes you back to 2003.

What sets the reserves of oil here apart from others is it is mainly heavy crude, critical in the production of asphalt. And you may have noticed the world is in the middle of a global infrastructure boom. Venezuela’s oil is very much needed.

However, most of it goes to China. Is there a chance this stops now? From the above article.

At a news conference following Maduro’s seizure, Trump said the US administration of Venezuela would include deploying US oil companies to the country. “We’re going to have our very large United States oil companies, the biggest anywhere in the world, go in, spend billions of dollars, fix the badly broken infrastructure … and start making money for the country,” Trump said.

Do you think the US is prepared to bankroll the continued supply of this heavy crude to China? Or that all the oil proceeds will go exclusively to Venezuela?

“We built Venezuela’s oil industry with American talent, drive and skill, and the socialist regime stole it from us during those previous administrations, and they stole it through force. This constituted one of the largest thefts of American property in the history of our country,” Trump said.

That’s a hard no on that front. That oil seems destined for the US and their oil companies. China spent many billions luring Maduro into favourable oil deals for the Chinese markets. That they have seemingly given all that investment up with barely a whimper speaks volumes.

Do you see now that this is about land? About the capture of the economic rent. It makes you wonder what is next. What other unexpected event like this could happen, and where? 2026 is the year to be prepared for these seemingly black swan events. No-one saw this coming, and we have just started the new year.

The world is becoming more dangerous, more unpredictable. Now add on the fact that two of the world’s most important long-term cycles are about to peak at the same time. History shows that this places unbearable pressure on nations, some of which are motivated to go to extraordinary lengths to overcome it.

So, I ask you: in such an environment, are you ready? Are your investment portfolios correctly positioned against this rising risk? Most important of all, do you know your timing?

Your land market timing. The one thing that 99% of the market lacks. Make 2026 the year where you learn this research and create an edge to profit and protect unlike any other.

Make this year the time to become our newest Boom Bust Bulletin (BBB) member. Gain the gift that over 220 years’ worth of land market history can provide you by understanding how the hidden economy drives the unique timing of the real estate cycle.

You must develop your own real estate cycle lens to view the world. The media is complicit in the lies and subterfuge that rot the news and online information these days. You can’t trust them to tell you what you need to know, when you need to know it.

And you can’t trust governments these days either.