Commodity Supercycles: Go Long, Stay Longer?
Commodities, the wild west among the asset classes, is a fickle beast. Having tradeable assets that are directly tied to the physical underlying complicates matters. They react to changing economic dynamics in ways that are drastically different than stocks and bonds. For instance, commodities tend to benefit from rising inflation – increased prices of commodities act as a hedge.
Commodities trading, much like other asset classes, follows the fundamental rules of supply and demand in economics. On a seasonal basis, the stars may align to form the perfect storm of commodities: a supercycle.
The Silver Tsunami: Life is a Ponzi.
The silver tsunami is approaching us like the wave on Miller’s planet on Interstellar. It’s something everyone has talked about for the past few decades but few have realised it’s already here. Unique market opportunities exist for investors to explore: in both end-of-life and afterlife services. Something not to be overlooked amidst the hype of climate change.