Re: re: re: madness has set inImho only reason your seeing this in commodities is not because last 20 yrs the unit costs were to low. The crush in oil back in 2015 now used to push inflation narrative. Just like everything else and all other commodities etc etc etc. Covid and now Ukraine situation. Bottom line isn't whether we own commodities it's the fact that it will cause a major recession down the road ! Happy selling