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The Great Rotation: Why Institutional Money Is Quietly Moving Into Hard Assets
Smart money is rotating from overvalued tech into undervalued commodities. Central bank gold purchases, declining energy capex, and structural inflation make hard assets the asymmetric bet of 2026.
The AI Infrastructure Bottleneck Nobody Is Pricing In
Data center power and cooling infrastructure is the biggest bottleneck in AI scaling. Companies solving this constraint have massive pricing power and growing backlogs that the market is undervaluing.
Vietnam: The Next Asian Tiger Is Already Running
Vietnam combines the demographics of a young population, the manufacturing shift from China, and a government actively courting foreign investment. This is the most compelling emerging market story of the decade.
CRISPR Is Past the Hype Cycle — Now the Real Money Gets Made
With the first CRISPR therapy approved and more in late-stage trials, gene editing is transitioning from science fiction to commercial reality. The market is underpricing the pipeline breadth of second-wave companies.
Copper Is the New Oil — And the Supply Math Doesn't Work
Copper demand is being driven by three mega-trends simultaneously while supply faces a decade of underinvestment. The structural deficit ahead makes copper miners among the most compelling risk/reward setups available.
The Latin American Fintech Revolution You're Missing
Latin American fintech is solving massive financial inclusion gaps with mobile-first products. The addressable market is enormous, adoption curves are accelerating, and valuations haven't caught up to the opportunity.
The Bear Case for US Treasuries Nobody Wants to Hear
US Treasury bonds may no longer be the 'risk-free' asset investors assume. Rising structural deficits, declining foreign demand, and inflation persistence create a bear case that most portfolios aren't positioned for.