Brrrr investing commodity equities

Commodity equities, especially in energy, gain traction in brrrr investing portfolios as WTI crude sustains levels above $80, reinforcing inflation-hedge allocations. “I did what’s called a BRRRR in the real estate world: buy, rehab, rent, refinance and repeat,” she explained. “It’s a way to force equity in a house so that you can refinance, pull out most of your money and use that money to buy your next house.” . Google, Intel, Amazon, and Flipkart are reinforcing return-to-office policies — in some cases, using them as downsizing levers. Earnings revisions upward in semiconductor firms support brrrr investing cyclical plays, particularly with global supply chain stabilization and demand acceleration in data centers.