Marcus Webb
Following the money when everyone else follows the crowd.
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Marcus Webb
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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.
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 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.