Commodity Markets

Commodities have had a relatively uniform sell off across almost all the commodity markets here over the last two months. We think tha that is axiism, that it is too uniform, and yourg to get actually, some interesting segmentation, some good long short going forward. The most dynamic market for us really, probably is energy, in that we do believe that unless we enter a recession dramatically or quickly, like within 20 22, we're short of capacity.

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