Where Are We in the Commodity Cycle? w/ Rick Rule
Real Vision: Finance & Investing
00:00
Commodities and the Macro Environment in the US
The outlook is mixed but mostly bullish for reasons that we'll discuss later. I think it's likely that we continue to experience supply shortages in commodity, not as much demand-based as in factor response to the market. But as you also point out, there are many more geopolitical concerns,. Some of which have been expressed in the market so far, and some of which will be expressed in the markets to come.
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