Global Commodities: Hypothetically, of course. Redirecting just 0.5% of foreign US asset holdings...

• Concerns raised in D.C. about potential restrictions on expatriating funds, taxes, and foreign ownership of treasuries
• International investors expressing preference for investing in private assets over U.S. Treasuries
• Potential increase in gold prices due to redirection of foreign assets into gold, with estimates suggesting a 33% boost in quarterly gold demand and historical relationship between demand and prices.

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