I think it is more about money washing out of overhyped and overvalued sectors like tech, AI, property etc while they are at the peak (which was just after Trump was elected), and that will now move to undervalued sectors like materials/commodities which are all lagging their respected prices considerably! Unfortunately since covid the money that used to flow to commodities has been lost to other sectors, but it’s going to return in a big way soon imo, or at minimum at least balance out. You can never go past physical commodities for security. I expect a commodities super cycle to play out very soon and the tariff talk, especially China v USA is telling me this is going to be one massive super cycle! Especially precious metals and REE’s which are only going to get harder to source. All good for stocks like DRE imo.
DRE Price at posting:
1.7¢ Sentiment: Buy Disclosure: Held
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