I am an owner of Glencore, and want to share this and my current portfolio
Why Glencore, a dozen reasons too numerous to list, but here are a few:
1. the Doubletree CEO, finest, best returns large fund manager in western civilization, Jeff Grundlach says we are on the cusp of a once in a lifetime commodities bull market
2. I believe far and away, having put many hours into this, that industrial commodities are at the beginning of their greatest bull market in history.
for forward thinkers, the world's mantel for things like copper and cobalt is sadly on the cusp of an emergency, with the world's build out in general, projects like the Silk Road, the rebuild of america (see Trumps' infrastructure plan to be announce in the next month or so), and general birthing by the non western world, showing a huge emergency over the next decade, AND STARTING NOW, for industrial metals....
3. Glen has a lock on the world's cobalt production, which is in deep shortage and about to get much worse and critical. And we own much of it, as cobalt goes insane. Study up on cobalt demand and the EV revolution which is like a tidal wave coming at the world. Unreal
4. The CEO is a genius. I have studied a great deal the cobalt lithium global markets, to put it mildly, buying subscriber services, and investigating alternate technology enhancement solutions, which are interesting I might add, and somewhat promising....any, about the CEO who is quite daring, He has been buying major commodity companies the last couple years, seeing, as geniuses do, the future which is now just unfolding. He has played this so so so so right, and now, finally, he will get his just due. GLEN owns 150 business, companies, or clever parts of them, all over the globe. and the demand trend for metals is.... This is just starting. Glen is a diversified player and is in many markets, and Robert Friedland, another mega genius, has said recently, finally after all these years, industrial metals players will have their revenge. The data is overwhelming he is correct, as he generally is.
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My second holding is BOTZ and ROBO. I am a big believer in robotics and these two companies own the finest artificial intelligence companies and industrial robotics companies in the world. robotics is just starting. Study Japan, they are way ahead of us and many of their companies are in these diversified funds, many growing at 40 percent a years. So you get all the diversity and I cannot possibly spend the time to understand but bots are the future, make no mistake.
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My third holding is HRI, a tremendous company that should go bonkers in the age of Trump and the beginning of this market bull. Studies all suggest, as does history, that industrial rents go bonkers about now and this is a tremendous company. Everything suggests it is ready to go nuts.
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My last holding that I will be buying tomorrow, monday, is DAN. I found it the past couple days, doing a lot of DD, but actually reviewing the concept of whether any ETF is using artificial intelligence to pick stocks and guess what, there is one, and guess what, DAN is a top ten pick, and guess what, their new management is superb, having worked a tenfold increase in the last company this guy was at, so he and his team which he brought with him in part, are now with DAN, and the stats are great but the AI fund loves it, being a top ten of 70 holdings, and looking at this industry, which is poised to explode, and the managers and the computer, I can see why. Buying tomorrow.
