Nevada Copper Corp NEVDQ

Article: Inflation and commodities >>>

[Notgnu]

"Neuhauser’s fund is now largely focused on commodities, banks and industrials, as he believes commodities are in the start of a new “supercycle” — a decades-long period in which commodity prices remain above long-term trends."

https://www.cnbc.com/2021/06/11/strategist-inflation-is-in-a-structural-shift-and-these-markets-will-benefit.html

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[bogfit]

"a decades-long period in which commodity prices remain above long-term trends." When the USD falls (price inflation), commodiites will price above long-term trends.  So that's a given.  What's diff this time?  How about over-population, climate change, and geopolicial threats?    No way we can quanitfy those impacts, but bets are they will be

[bogfit]

Inflation and commodities is another apples and oranges, but that’s not the retail investors fault.  It seems simple enough to just express the cost of a commodity in USD, but when you do that, you open up a whole new can of worms. It no longer is simply a matter of supply and demand, but rather of interest rates; and what pray tell generates the setting of CB rates.  Ah, and so we