Commodity Allocation Thesis

  • Disruption of Supply Chains / Inflationary
  • Increase in Trade Wars and Trade Alliances / Inflationary
  • Fixed Income Blow Up / Inflationary
  • Reversion to the Mean / Deflationary at the Onset, then Inflationary
  • Uranium / Nuclear Energy
  • Battery Storage / Electric Vehicles
  • Copper
  • Vanadium
  • Gold / Silver
  • Soybeans




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Brandon Potts

Brandon Potts

Practice what you preach.

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