Nice one @Silvermarc
Macquarie Research have recently updated their flow chart that shows where major commodities sit in the current price cycle, and where they’re likely to move to looking a couple of years ahead......
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http://www.*.com.au/m...where-theyll-head-in-the-next-2-years-2016-12
As you say, nice bunch of commodities to have exposure to given their current position within their respective cycles.
Chart continues to shape as we await results/updates.....
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GLTAH
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