Post by
geezer21 on Jun 09, 2022 9:46pm
Jeff Currie: No Capital Influx Into Commodity Supercycle Yet
This 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
Comment by
Returns2021 on Jul 13, 2022 12:13am
he will change his mind in 6 months when copper is at $2.50....they will wait until they are done selling their stakes