Financial News
Commodity supercycle: Bull and bear debate
February 22, 2021 at 16:29 PM EST
Is it too late to buy into the commodity supercycle thesis? The latest BoA Global Fund Manager survey shows that respondents have moved to a crowded long position in commodities. Many analysts have also hopped on the commodity supercycle train, myself included (see How value investors can play the commodity supercycle).
As a cautionary note, one reader alerted me to a well-reasoned objection on the commodity supercycle thesis.
The full post can be found here.
As a cautionary note, one reader alerted me to a well-reasoned objection on the commodity supercycle thesis.
The full post can be found here.
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