The Commodity Complex and Inflation

commodities have fallen as tightening has increased, and expectations of yo future growth have fallen. The market going into deficit, stocks starting to deplete are the indications that you've got a possibility of a real squeeze on the long side of commodities. So i think when youre thikng about a diversified portfolio now, thinking about alpha, you want to think about both your central case, which is basically short assets in general,. But then you also, but you couldn't be wrong. The ffet could pivit. Inflation should come down for all sorts of reasons that we're not expecting. And so you want to hold assets or holding positions, that would benefit in the circumstance that

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