Some thoughts

Subject to change as always

I see many people who are quick to warn of precious metal top

If you look at various metrics, adjust for inflation and just look at some ratios you can see this could be further from the truth

I think 2026 will be a stock pickers market, I think there is durable runway in the precious metal debasment thesis

I think AI wil face some headwinds (chinese saturation of LLMS, questions over circular investment etc.)

I think you want to stay well clear of the Mag 10 and make concentrated bets on nascent industries that are likely to catch a bid (follow flows, listen to narratives being parroted by the current admin.)

2026 is going to be spicy and I can't wait to lock in