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Le Shrub: The Case for Commodities and Fading the "Monkeys"
Money of Mine
Balance Risk with a Barbell Strategy
A barbell approach to portfolio construction enhances risk management by balancing high-risk biotech investments, often referred to as 'ponzis,' with the stability of commodities. Commodities provide essential inflation protection, especially in an era marked by structural inflation and excessive money printing. The allocation to commodities should be thoughtfully adjusted, as both low and high percentages can play a role based on individual investment strategies and long-term commitments. This approach emphasizes the undervalued role of commodities in safeguarding assets against inflation, suggesting they should be a core component of an investment portfolio.
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