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GMG Research
The Commodity War

The Commodity War

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GMG Research
Mar 14, 2022
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GMG Research
GMG Research
The Commodity War
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When managing money; it is crucial to understand the controlling narrative in the markets at the time. One minute it was Covid then 10 year yields and now inflation/Russia. Commodity volatility is the real driver of markets and there is a developing war on commodities brewing behind the scenes. Currently, commodities are the real currency.

  • Just watch the energy index top, then the 2 year needs to come down as well for equities to bid. Still constructive on crytpos after the executive order.

  • People are starting to feel poor while having to return to their office cubicles.

  • More recession talks than ever (a good thing).

  • Energy has topped for now but commodities can still rip much higher

  • Based on the executive order, the US wants to be the global leader in digital asset innovation.

  • USD is already in a digital leadership position with the largest stablecoins denominated in USD.

  • The sauce: RPV, Corn, NVDA, QQQ, SLV, CCJ, EXV6, Cash and Bitcoin

  • Bitcoin resistance $43.7k, support $35k

S&P levels that …

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