Wealthion发布 2026-10-05
《Your Portfolio Is One Big AI Bet — The Diversification Illusion》
$GLNCY看涨
Glenor 是一项强劲的投资标的，凭借其铜与煤炭业务，以及在碎片化地缘政治格局中的贸易套利能力。
我现在说的是Glenor，这不是投资建议。这是我个人最大的持仓，但我认为它是一只在一个碎片化的地缘政治世界中行得通的标的。这是一个极好的铜的故事，背后有一个我认为经得起时间考验的海运煤炭的故事，坦率地说，这部分你是免费得到的，同时还有一项交易业务，在那个更加碎片化的地缘政治世界里，它是终极的超级套利者，而且如果弗朗西斯·福山说得对，他们也照样做得很好。
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.