Commodities – Then and Now
https://youtu.be/n-I8JFAnnKw The Federal Reserve has benefitted from a sustained drop in commodity prices over the past 2 decades – allowing them to keep interest rates low. This in large part was due to fracking which significantly increased the supply of oil and natural gas in the United States. With most Tier 1 wells having been […]
Multi-Year Bull Market – Commodities
https://youtu.be/Unu9pA6GiL0 Commodities are coming off a 12-year bear market. We believe they are now in a bull market and have further to run (similar to 2000-2008). Rising energy prices will be the main reason for the bull market and not offering incentives for energy producers (and in fact doing the opposite) today only makes the […]