It’s the Return of the Safety Trade
Real Vision: Finance & Investing
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Energy, Cotton, Wheat, Sugar, Soybean - I Like a Lot
I think that you're talking about companies that were disinvested, that have a lot of debt and now we're expected to continue to produce gasoline at the level of demand. And I think that leads to higher gasoline prices overall over the long term. It's only exacerbated by Fed policy when they turn next, which you know they will. Yeah. Let's turn towards a couple of questions from our members, Greg. Wanting your take on what I consider the softs within the commodities base. So cotton, wheat, sugar, soybean, stuff like that. yeah, I like them.
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