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Value - Intersection of Scarcity & Demand

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Value – Intersection of Scarcity & Demand

The value of anything is dependent on scarcity (supply) and demand. In this update, we show how scarcity (lack of supply) in oil and copper is causing elevated commodity prices. The opposite is happening in shipping rates. Here, demand is falling at a time when capacity is rising. Over the long term, it’s better to own assets that are scarce or have a limited supply.

Written by

James E. Gore, CFA®, CAIA, CMT®

Jim serves as the Chief Investment Officer of THOR, is a Chartered Financial Analyst charter-holder, a Chartered Alternative Investment Analyst, a Chartered Market Technician, a member of the Association for Investment Management and Research and a member of the Cincinnati Society of Financial Analysts.

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