Market Volatility Reinforces Eco-Economic Edge
This week’s macro confusion—rate cut hopes vs sticky inflation, renewed Middle East risks, and rotation away from tech—underscored the need for portfolios built on real-world resilience. At Helix Earth, we’ve tactically rebalanced toward clean infrastructure, resource-independent industrials, and hedged against fragile global supply chains. Eco-economics isn’t ESG—it's capital preservation with alpha built in.
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