Long Term Plays

These aren't trades. They're investments.

The ideas here are meant to be held for years, not days. They're based on structural trends, not short-term catalysts.

Current Long-Term Themes

1. Silver

Thesis: Silver is both a monetary and industrial metal. Solar demand is exploding. Supply is constrained. The gold/silver ratio is at historic extremes.

Time horizon: 3-10 years

What could go wrong: Economic collapse reducing industrial demand, massive new supply discoveries.

2. Uranium

Thesis: Nuclear is the only scalable clean baseload power. After Fukushima, the sector was decimated. Now utilities are scrambling for supply. Multi-decade bull market beginning.

Time horizon: 5-15 years

What could go wrong: Nuclear accident, policy reversal, faster-than-expected alternative energy.

3. Blockchain Payment Infrastructure

Thesis: The global payment system is being rebuilt on blockchain rails. We focus on the protocols and infrastructure enabling cross-border payments, settlement, and financial inclusion — not speculation on tokens.

Time horizon: 5-15 years

What could go wrong: Regulatory barriers, incumbent resistance, technology fragmentation.

4. Oil & Gas Infrastructure

Thesis: Underinvestment meets growing demand. Midstream assets (pipelines, terminals) throw off cash regardless of oil price.

Time horizon: 5-10 years

What could go wrong: Faster energy transition, demand destruction.

5. Precious Metals Miners

Thesis: Leveraged exposure to metals prices. After a decade of underperformance, the sector is lean and cash-generative.

Time horizon: 3-7 years

What could go wrong: Metals prices decline, operational issues, jurisdiction risk.

These are ideas, not recommendations. Do your own research.