by James Polyzoidis | May 26, 2026 | Commodities, Copper, Copper Price, FCX, Gold, James Polyzoidis, Mining, Polygon Aegis, 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 James Polyzoidis | Mar 18, 2026 | Capital Allocation, Compounding, James Polyzoidis, Polygon Aegis, Private Wealth, Stocks, Value Investing, Wealth & Wellness Code
One of the first principles of capital allocation is also one of the simplest. Yet it remains widely misunderstood. Albert Einstein is often credited with describing compound interest as one of the most powerful forces in the universe. Whether or not he used those...
by James Polyzoidis | Mar 18, 2026 | Capital Allocation, Energy, Oil, Polygon Aegis, Private Wealth, 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 James Polyzoidis | Mar 3, 2026 | Capital Allocation, Compounding, Energy, James Polyzoidis, Polygon Aegis, Wealth & Wellness Code
Capital Allocation · Structure · Discipline 18 years. 24% compounded. No leverage. Introduction Most people have far greater potential than they realise. In markets, in business, and in life, outcomes tend to reflect how well three elements are aligned –...
