Glenor is a strong investment due to its copper and coal businesses plus its trading arbitrage capabilities in a fragmented geopolitical landscape.
Bullish
“Your Portfolio Is One Big AI Bet — The Diversification Illusion”
WealthionPublished Oct 5 · 1 passage
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I'm talking about Glenor now, not not financial advice. It's a it's a it's my largest personal position, but it's a stop that I think works in a fragmented geopolitical world. It's a fantastic copper story backed up by a seaborn coal story which I think stands stands the test of time and frankly you get it for free but also a trading business which um you know is the ultimate uber arbitrageer in that sort of more fragmented geopolitical world and they do just fine if Francis Fukyama was right as well.
What this channel has said about $GLNCY
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2026-10-05BullishThis one
I'm talking about Glenor now, not not financial advice. It's a it's a it's my largest personal position, but it's a stop that I think works in a fragmented geopolitical world. It's a fantastic copper story backed up by a seaborn coal story which I think stands stands the test of time and frankly you get it for free but also a trading business which um you know is the ultimate uber arbitrageer in that sort of more fragmented geopolitical world and they do just fine if Francis Fukyama was right as well.