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.
The Commodity War
The Commodity War
The Commodity War
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.