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?

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

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

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