Active investment strategy
Abiotic Trading
value
positions
inception
inception
The earnings and tangible assets of natural resources companies benefit from periods of accelerating inflation. I do not advise shorting energy futures, we have all seen what it leads to.
No doubt about the high demand. What doubts can there be when Europe's storage facilities have not even been filled by the beginning of the cold period, and every day another Chinese plant stops production due to lack of energy. The bans on mining cryptocurrencies didn't really help them. Ironic, isn't it?
I trade companies that own, produce, refine, process, transport, and market natural resources and companies that provide related equipment, infrastructure, and services.
Allocation by Industry

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