Global Asset Strategist

      " Executive Summary  " -  The center of global wealth has shifted to the 'Silicon Heartland' of Ohio. Beyond simple equity investment, this report focuses on preempting exclusive revenue rights generated by national strategic facilities. ​※ Simple Summary for Clients: This is a 'Real Asset Income Right' that allows you to own U.S. infrastructure—such as power grids, warehouses, and data centers—with a single click on the NYSE. You become an actual owner and receive all rents and usage fees as dollar dividends without complex real estate contracts. 1. NYSE - Eaton Corporation (Power Grid Control Infrastructure) .Point : This company provides the 'smart switches' and 'control systems' for Intel and LG factories. Without their equipment, not a single factory robot can move. .Fact Check: This is a 'Super Supplier' asset driven by pure technology. Its core benefit is 'Exponential Dividend Growth'—with a history of increasing di...

  " Executive Summary " -  The center of global wealth has shifted to the 'Silicon Heartland' of Ohio. This exclusive report analyzes the mission-critical infrastructure surrounding Intel’s semiconductor hub and the LG-Honda battery alliance. We propose a strategic concentration on 'Dominant Infrastructure Yields'—leveraging federal mandates to lock in recession-proof dollar cash flows that outperform global inflation. 1. NYSE - American Electric Power (AEP Energy Infrastructure) ​. Point: A monopoly over the power grid required for Ohio’s massive industrial expansion. As the exclusive 'Energy Tax Collector' for Intel and LG's 24/7 mega-fabs, this asset captures a fixed share of every kilowatt consumed. . Fact Check: Delivers an immediate and stable annual cash dividend of 4.3%. As these global manufacturing hubs operate indefinitely, you effectively secure a permanent 'Power Usage Toll' directly into your account, significantly outperformi...

  " Executive Summary  " - The epicenter of global semiconductor sovereignty in 2026 is anchored in 'Arizona's Silicon Desert.' This exclusive report decodes the massive $465B capital infusion by TSMC, identifying mission-critical infrastructure assets for high-net-worth individuals. We propose a strategic transition from consumer tech to 'Dominant Infrastructure Yields' backed by federal mandates. 1. Pinnacle West Capital - Arizona 'Power Monopoly' Utility . Point: An exclusive grip on the high-voltage grid required for TSMC’s six-fab mega-campus. In the desert, energy is not just a utility—it is the 'Primary Tollgate' for 24/7 semiconductor manufacturing, ensuring recession-proof cash flows. . Fact Check: Secure an immediate annual dividend yield of approximately 4.8%. As TSMC scales its operations, you effectively collect a 'Power Toll' from their 24/7 manufacturing cycle, with a projected 5% annual dividend growth over the next ...

  " Executive Summary]  " ​The core of U.S. wealth in 2026 lies in 'Physical Dominance.' This exclusive report identifies closed-end private placements for high-net-worth individuals ($1M+), focusing on assets backed by federal tax credits (IRA) and direct equipment ownership. We propose a strategic shift from paper assets to dominant dollar cash flows via critical infrastructure. 1. Goldman Sachs - Texas 'Grid Jackpot' Private Fund .  Point: An exclusive investment in 'Interconnection Queue' rights for data center sites near Samsung’s Taylor fab. This is a monopoly on the physical right to access the power grid—a "golden ticket" that Big Tech companies are willing to pay massive premiums for to bypass decade-long infrastructure delays. .  Fact Check: Targeting a 10.0% annual dividend, plus a 70% profit share of capital gains upon site divestment. Given the 10-year lead time for new U.S. grid infrastructure, these pre-secured access rights ar...

*** [Executive Summary] Samsung’s $17B Taylor investment is a massive yield-generator. This report highlights high-barrier private assets for $500K+ portfolios. Secure double-digit returns via secured credit and mission-critical infrastructure. 1. Goldman Sachs - Taylor Semiconductor Value-Chain Senior Secured Loan ​. Point: A closed-end private fund providing expansion capital to Tier-1 suppliers providing essential consumables to Samsung’s Taylor fab. The loan is backed by first-priority liens on corporate land and high-tech equipment. . Fact Check: Targeting an aggressive yield of 9.5% to 11.0%. Given the guaranteed revenue streams from Samsung, the risk of default is exceptionally low, making it a "gold-standard" asset for high-net-worth individuals. ​2. High River Capital - Samsung Engineer-Exclusive 'Build-to-Rent' (BTR) Fund . Point: This fund develops luxury single-family rental communities specifically for the high-salaried engineers and executives at Samsung...

  1. Fidelity - Taylor Semiconductor Facility Loan Fund . Point: This fund provides capital for the advanced equipment and machinery crucial for Samsung's Taylor fabrication plant. The underlying assets (high-tech equipment) serve as robust collateral. . Fact Check: Targeting aggressive yields of 8.5% to 9.5%, this fund benefits from the essential nature of the equipment to Samsung's operations, ensuring reliable repayment schedules. ​2. KKR - Samsung Supply Chain Convertible Bond Fund ​. Point: KKR invests in key suppliers establishing new facilities in the U.S. to serve the Samsung fab. Investors gain from both high interest payments and potential equity upside if these companies go public or are acquired. . Fact Check: Offering a base yield of 7.0%+ with significant equity conversion potential, this is a preferred instrument for sophisticated investors seeking asymmetric risk-reward profiles. ​3. Starwood Capital - Texas Advanced Industry Luxury Residential Fund . Point: Thi...