This blog is not investment advice. Ideas around my favorite investment themes for the time period 2025-2038 - Precious Metals (Gold, Silver, Platinum), Real Estate (Land), Defense/Military/Aerospace Stocks, Energy (Oil & Gas) Stocks, Industrial Metals/Minerals (Iron & Steel, Copper, etc.), Agriculture, Manufacturing (Deglobalization, Reshoring and Friend Shoring), Mining Stocks will be discussed.
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