by Polygon Aegis | May 26, 2026 | Capital Allocation, Commodities, Copper, Gold, Mining, Polygon Aegis, Private Wealth, Stocks, Value Investing, Wealth & Wellness Code
https://wealthandwellnesscode.substack.com/p/freeport-mcmoran-copper-supercycle Copper may be one of the most important strategic commodities of the next decade. Think: Electrification. AI infrastructure. Data centres. Grid expansion. EVs. Defence spending. All roads...
by Polygon Aegis | Apr 24, 2026 | Capital Allocation, Energy, Oil, Polygon Aegis, Private Equity, Stocks, Superannuation, Value Investing, Wealth & Wellness Code
Occidental Petroleum Corp (OXY) Selective Opportunity in Big Oil – OXY as a leveraged expression. Executive Summary Oil markets are currently pricing a period of sustained supply constraint. The forward curve implies: ~$70–75 average oil over the next two years...
by Polygon Aegis | Feb 21, 2025 | Distressed Debt, Polygon Aegis, Private Equity, Private Wealth, Property
DISTRESSED DEBT AND PROPERTY FUND—a unique investment opportunity designed to provide access to debt and property asset opportunities in international markets. This exclusive fund allows investors to capitalize on high-potential distressed assets, leveraging market...
by Polygon Aegis | Feb 20, 2025 | MDA, Polygon Aegis, Stocks, Superannuation
Contact us to learn more about our Global Equities Managed Discretionary Account (MDA) product, tailored exclusively for wholesale investors. This innovative solution is designed to give investors a hands-off approach while capitalizing on long-term stock market...
