Research house Variant Perceptions writes:
We are on the cusp of a new commodity supercycle.
There are 3 big secular drivers of this supercycle:
a) The long era of monetary-policy dominance is over, leading to a heightening of inflation risks not seen since the 1960s
b) Investors are deeply underweight and will need real assets such as commodities as a hedge against inflation
c) Commodities are generationally cheap, both compared to themselves and to other …
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Source: The Loadstar