TSX:TECK.A - Post by User
Post by
geezer21on Jun 09, 2022 9:44pm
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Post# 34745854
Jeff Currie: No Capital Influx Into Commodity Supercycle Yet
Jeff Currie: No Capital Influx Into Commodity Supercycle YetThis applies to copper also.
Goldman Sacks Jeff Currie head of global commodities research says it is just the beginnings of the commodity supercycle due to a decade of under investment that resulted from misallocation of capital (think of money printing here).
A short interview well worth the listen. Currie is someone to pay attention to.
https://www.youtube.com/watch?v=EaFhl9kG3_U