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>> No.49657224 [View]
File: 166 KB, 1752x872, commodity bull.jpg [View same] [iqdb] [saucenao] [google]
49657224

>>49644203
I saw a strong argument for a multiyear commodity bull cycle but I can't for the life of me find the article.

You can clearly tell that commodities have lagged equities for over a decade, and despite the dramatic energy gains, there's no real reason for it to stop. It would take a reversal of policy, and our governments are hellbent on stifling supplies while tightening liquidity.

If anyone has some alpha I'd love to read up on it.

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