Banter and general comments, page-35960

Commodity price cycles come and go, but one thing remains the same: Many investors get swept up in the convincing bottom-left-top-right supply deficits for the next decade narratives, as well as the euphoria which comes with soaring stock prices.I believe there’s nothing wrong with buying into a great story as long as there’s a great uptrend on a chart somewhere to back it up. But! When the party’s over, and the trends have turned, it’s usually a good time to go searching for the next big commodity price cyclejust about to begin.

Food for thought