Marco Papic
Chief Strategist, Clocktower Group
Ticker
Side
Mentions
Opened
Entry
P&L
Thesis
Theme
Source
Long
Jun 01
$30.12
-0.0%
Commodities are a key beneficiary of the multipolar world and high nominal GDP growth environment. Investors should own broad commodities as a way to diversify away from tech and capture real-asset demand.
Other
Long
Jun 01
$57.41
+2.3%
US energy companies are highly competitive, drill domestically, and have almost no geopolitical risk. In a multipolar world with high nominal GDP growth, energy stands out as a comparative advantage for America and should be added to portfolios.
Energy
Long
Jun 01
$172.02
+1.3%
A multipolar world with high nominal GDP growth means investors should own industrial sectors that benefit from physical buildout, infrastructure, and capex. Industrials are one of the few sectors that should outperform tech over the next 5 years.
Other
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