There seem to be a lot of people bullish on #copper and #uranium, but approaching this from a Dunning-Kruger perspective, I don't understand why the positive outlook wouldn't already be priced in. What are other professional investors missing about this #investing opportunity?

I'm looking to get some more commodity exposure myself. Any particular ETF you'd recommend?

Mining is a very labor and time intensive undertaking, and it cannot be streamlined in the same way as other commodities such as agriculture. Assuming the #greenTransition will come with increased demand for metals and rare earths, should we already now add these to our #portfolio? #investing

Have you looked into other hard assets allocations such as commodity (producing) ETFs, metals or rare earths?

Other than money market funds, do you have any thoughts on other hard assets to go long over the next say five years?

I heard somewhere that the U.S. market behaved like an emerging market, with both the dollar, equities and bonds declining at the same time. #finance

Increased FX hedging activity by international investors is leading to a diminished competitive edge for U.S. companies, as this activty cause higher cost of capital for the companies. #finance

Howard Marks' notion of the current sea change suggests not using the recent history as guidelines for investment decisions going forward. #investing #paradigmShift

Trump's attack on institutions may be a sign of the fourth turning beginning to unfold. #geopolitics

Mike Novogratz floats the idea that in the relatively near future, we could see BRICS launching a stablecoin backed by gold. #cryptocurrencies

Heimdal Inc. initiated its direct air capture (DAC) facility in 2024, and initial results demonstrate considerable promise. Potential investment candidate if it goes public? #climate #investing

#bitcoin mining can actually help cut greenhouse gas emissions. Sugarcane farming and landfills creates a lot of methane, and using it to power mining turns that harmful gas into energy in cases where it's not feasible to send that power back to the grid. #investing #climate

To achieve net-zero emissions by 2050, current European green investment levels must be doubled annually. Might provide attractive investment opportunities. #investing #climate

Investors are increasingly incorporating #climate risk into their investment strategies. Nations that do not adequately address climate change and related considerations, like adaptation measures, may consequently face decreased investor interest. #investing

We could see a number of countries agreeing to restrict trade with China to maintain access to the US market. #investing

The last time we had a multi polar world, materials, oil and gas, industrials, uranium and precious metals constituted a large part of the index. #investing Source: Larry McDonald

@robinwigglesworth.ft.com Uavhengig av politisk ståsted kan man se på dette som en seier for demokratiet; et bredt utvalg av redaktørstyrte medier er viktig for det offentlige ordskifte.

Most diversified portfolios are made up (almost) exclusively of short volatility assets. This is somewhat like not buying insurance on your home. #investing