Math Says Buy The Dip. The Jones Act Says Buy LNG

Frank Holmes4.56K FollowersFollow5ShareSavePlay(9min)CommentsSummaryU.S. LNG exporters like Cheniere Energy (LNG) are positioned to benefit from global supply disruptions and high shipping rates.The Jones Act severely restricts domestic LNG transport, creating inefficiencies and higher costs for American consumers and businesses.Recent geopolitical events and a 60-day Jones Act waiver have driven record LNG shipping rates and outperformance for LNG shipping equities.I maintain a bullish outlook on U.S. LNG producers and shippers, recommending a 10% gold allocation as a hedge against geopolitical and inflationary risks. alvarez/iStock via Getty Images Last week I attended the Investment U conference in Las Vegas, where I presented on gold and the great digital transformation. Sentiment among investors was upbeat, despite great uncertainty in the world right now. As you know, card counting is bannedThis article was written byFrank Holmes4.56K FollowersFollowFrank Holmes is a Canadian-American investor, venture capitalist and philanthropist. He is CEO and chief investment officer of U.S. Global Investors, a publicly traded investment company based in San Antonio, TX, that oversees more than $4 billion in assets (Nasdaq: GROW). He is known for his expertise in gold and precious metals and launching unique investment products. Holmes also serves as executive chairman of HIVE Blockchain Technologies, the first publicly traded cryptocurrency mining company (TSX.V: HIVE).Analyst’s Disclosure: I/we have a beneficial long position in the shares of LNG either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it. I have no business relationship with any company whose stock is mentioned in this article.Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.