 Practical Investment Analysis for the New Energy EconomyIs it Time to Invest in Commodities?Dear Reader, Back in 2021, we started telling investors to get ready for a super cycle in commodities. At the time, that wasn't exactly a consensus view. Most investors were still hypnotized by growth stocks, AI hype, big tech multiples, and the idea that the digital economy had somehow replaced the physical one. Commodities were boring. Miners were overlooked. Energy was politically unfashionable. Materials stocks were underowned, underloved, and in many cases trading like relics from another era. But that was precisely the point. The best opportunities rarely show up with a marching band and a neon sign. They show up when an asset class is ignored, underpriced, and dismissed by the crowd. You don't want to wait until every major bank, every financial media outlet, every passive flow, and every late-arriving tourist agrees with the thesis. By then, the easy money won't be gone entirely, but it sure won't be anywhere near as easy anymore. The best positions are usually built while the crowd is still rolling its eyes. And that's where we are today. So get invested in this cycle while the market is still skeptical. 👉 Read the full article here...
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