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“In my permanent portfolio, I am exposed to the oil business and I am doing it through the infrastructure... I own the pipeline businesses. Some of them come in MLPs, which have K1s, which are a pain, ”
@Wealthion
Energy infrastructure and MLPs provide permanent, lower-volatility exposure to the oil business while paying steady dividends.
AMLPLONG@ $53.36
$56.21+5.34%
since call Jul 9
peak +5.3%
“a rolling front month is up I think somewhere around 30 or 40%. Um why? Because there is some steep backwardation... I'm out pounding the table about to buy this stuff”
@Wealthion
Chronic underinvestment in oil fields pays investors 30% to 40% returns just for holding futures contracts even when daily crude prices fall.
USOLONG@ $111.96
$126.49+12.98%
since call Jul 9
peak +26.2%
15:10SHORT
“the core of the super cycle argument is that that share needs to be closer to 10 to 15 and you got to take it out of the all of that AI sector. Um meaning the video is way overvalued as a market cap r”
@Wealthion
Nvidia is massively overvalued relative to hard assets and must surrender its index share to fund the energy supercycle.
NVDASHORT@ $201.07
$199.76+0.65%
since call Jul 9
peak +6.9%
“energy is a share of the S&P. It runs around 3%. And by the way, the core of the super cycle argument is that that share needs to be closer to 10 to 15 and you got to take it out of the all of that AI”
@Wealthion
Energy's share of the S&P 500 must quintuple from 3% to 10-15% as capital rotates out of AI into the hard asset supercycle.
XLELONG@ $56.73
$60.34+6.37%
since call Jul 9
peak +8.4%
23:25LONG
“I'm in extremely bullish on on all of the precious and um the core of it really is the debasement meaning that we we we fiat currencies have only been around since 1971”
@Wealthion
Central banks are quietly abandoning the 1971 fiat experiment by hoarding 1,000 tonnes of gold annually until their reserves become fully gold-backed.
GLDLONG@ $367.63
$374.64+1.91%
since call Jul 9
peak +1.9%
TIMESTAMPS
watch
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