Last week I wrote a note for clients where I said that I can see scope for a commodity super cycle. Needless to say, that generated a lot of interest from our clients, it sounds like a big deal and I think it could be. First let me start by sating that this is not something that I think has be attacked all at once, right this very second. My guess is that as it plays out (assuming I am correct, which is never certain) there will be ebbs and flows, puts a takes and winners and losers along the way and it will take years. I have been gradually increasing my exposure over the past two months.
Commodity Super Cycle?
Commodity Super Cycle?
Commodity Super Cycle?
Last week I wrote a note for clients where I said that I can see scope for a commodity super cycle. Needless to say, that generated a lot of interest from our clients, it sounds like a big deal and I think it could be. First let me start by sating that this is not something that I think has be attacked all at once, right this very second. My guess is that as it plays out (assuming I am correct, which is never certain) there will be ebbs and flows, puts a takes and winners and losers along the way and it will take years. I have been gradually increasing my exposure over the past two months.