Capital Flowing from Financial to Real Assets, Strong Year Expected for Commodities
Samuel Pelaez reiterates his investment thesis that capital is shifting from financial assets to real assets, which will benefit commodity markets. He anticipates a strong year for commodities overall, with this broadening trend playing out.
The tape
3 quotes
“The whole idea is that capital is going to flow from financial assets into real assets.”
Samuel Pelaez
“And you're going to see that broadening out.”
Samuel Pelaez
“We think it's going to be a very strong year for commodities.”
Samuel Pelaez
Heard on Mining Stock Education — “Trillion-Dollar Mining Stocks, Developer Due Diligence & Stock Picks - Fund Manager Samuel Pelaez”, published Tuesday, July 28, 2026. Heardvine summarizes and quotes with attribution and timestamps, and links to the original everywhere.