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...
