Precious metals · Rare earths · Energy · Trade

Own what the world cannot print.

A US Holdings Co positioned in the assets beneath everything else — metal, mineral, molecule, and the routes that move them.

Scroll

01 · The premise

Every era prints. Few things can't be.

Currencies are a promise. Commodities are a fact. When the cost of promises rises, capital migrates toward facts — it has in every monetary cycle on record.

0^%

of the US dollar's purchasing power lost since 1913

~0^%

annual growth of global gold supply — in any era, under any policy

AU 79 goldAG 47 silverPT 78 platinumND 60 neodymiumNB 41 niobiumDY 66 dysprosiumLNG henry hubWTI cushingU 92 uraniumCU 29 copper AU 79 goldAG 47 silverPT 78 platinumND 60 neodymiumNB 41 niobiumDY 66 dysprosiumLNG henry hubWTI cushingU 92 uraniumCU 29 copper

02 · Precious metals

Five thousand years of memory.

Gold and silver are the oldest continuously held assets in human history. They carry no counterparty, no covenant, no jurisdiction. In a portfolio, they are not a bet — they are a refusal to depend.

defaults, dilutions, or counterparties — ever

0^+t

of gold bought by central banks annually since 2022 — the fastest official accumulation in half a century

03 · Rare earths & strategic minerals

Seventeen elements. One bottleneck.

Every magnet, missile, turbine, and EV begins underground. Refining is concentrated in a single geography — and the West is paying to change that. Brazil holds among the largest untapped reserves on earth, including near-total control of niobium.

~0^%

of global niobium supply originates in Brazil

0^rd

largest rare-earth reserves on the planet — most still in the ground

04 · Energy

Intelligence runs on watts.

Every data center, every reindustrialized factory, every electrified mile lands on the same grid. The US is now the world's largest producer of oil and gas and its largest LNG exporter — energy is no longer America's cost. It is America's product.

LNG exporter on earth — a position that did not exist a decade ago

0^×

projected growth in US data-center power demand by 2030

05 · The corridor

Two hemispheres. One thesis.

North: the deepest, most liquid energy market in the world. South: one of the richest unmined endowments on the planet. Time X Holdings operates the corridor between them — US energy markets and Brazilian mining, one mandate.

US Gulf · Energy

Brazil · Mining

06 · The position

Resilience is a position.

Not a trade. Not a season. A long-duration allocation to scarcity itself — hedged against the macro cycle, compounding with time.

Request the deck →