Commodities supercycle ?
Posted: January 6th, 2021, 1:55 pm
by dspp
https://www.reuters.com/article/metals- ... KL8N2JF3R2LONDON (Reuters) - Will COVID-19 kick-start a new commodities supercycle? Goldman Sachs thinks so.
etc,
- dspp
Re: Commodities supercycle ?
Posted: January 6th, 2021, 2:03 pm
by johnhemming
I think we need to keep an eye on energy costs and the extent to which they underpin commodities.
Re: Commodities supercycle ?
Posted: January 6th, 2021, 2:28 pm
by MaraMan
I Hope they are right as I agree and have a reasonable proportion of my portfolio invested on this basis. Certainly the SP's have been heading in the right direction for a little while, and Sylvania Platinum now my biggest climber overall.
MM