Definitely hard to predict the future with any sort of conviction. The only thing I'm remotely convinced of, is that if we're all transitioning to AI-everything and building all these data centres...then surely there will be a massive need for energy to power all that demand because the status-quo won't be able to sustain the load. So I'm just slowly and steadily accumulating the companies, utilities, and commodities (nat-gas mid-term and nuclear long-term) engaged in powering that need. I'm a fan of nuclear for other reasons in the long-term, so maybe I'm just reinforcing my biases.
Also starting a small position in China. They've been really beaten down the last couple years, but have been doing better than the SP500 over a decent stretch now.
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