I really do believe the next bull cycle for risk assets and commodities would be absolutely huge. Commodities now, early stage risk assets to folllow.
And EV metals green Capex boom. Elon Musk is a fox. Very smart investor and creator of value because of his understanding of demand rational or irrational. Whether it’s tobacco, or alcohol, LV bags or sex and education at an international school in China haha
The Europeans will take the dumb 1B a year Saudi money for Ronaldo and Messi and invest in F1 and commodities LOL. Hopefully they don’t forget to pump
some small cap ASX gems too
Ann: CRITICAL RARE EARTHS AND OUTCROPPING PEGMATITES DISCOVERY, page-8
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