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Jonathan Wellum: Ignore the Headlines — Invest In What’s Inevitable

Mar 31, 2026
Jonathan Wellum, CEO and CIO of RockLinc who specializes in value and natural-resources investing, shares why long-term, 3–5 year fundamentals matter more than daily headlines. He explores energy and supply-chain shifts, how geopolitical shocks affect markets differently, and the role of precious metals and real assets in disciplined portfolios.
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INSIGHT

Invest In The Inevitable Not The Imminent

  • Focus on what is inevitable not what is imminent when investing in volatile times.
  • Jonathan Wellum filters decisions by 3–5 year fundamentals to avoid buying into temporary headline-driven price spikes.
ADVICE

Recheck Your Investment Thesis Before Reacting

  • Revisit why you own a company and whether that thesis changed before acting on headlines.
  • If prices drop due to fear, use it as opportunity only when long-term fundamentals remain intact.
INSIGHT

Conflict Accelerates Energy Supply Chain Shifts

  • Major conflicts shift supply chains and accelerate preexisting trends like sourcing energy from safer regions.
  • Wellum expects North American energy and uranium demand to rise as trade routes and security concerns reshape flows.
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