Posted by Tobby > 2022-06-20 22:50 | Report Abuse

Even hedge funds have miscalculated! The impact of Ukraine invasion has been priced in! It seems there's no shortage of commodities!
Yeah! As for me, i am not in the club of this privvy dudes! But i do get my data from alternative sources! The mainstream media are the worst source! They still play the same narrative that commodities are in scarcity! So like bitcoin holders, they will become long term investors, probably pass down the useless cyrotocts to their great great children as sentimental thingy!

Posted by Tobby > 2022-06-20 22:51 | Report Abuse

Let's see how far commodities will drop! I really don't know! Like i said, even season fishermen don't know the depth of the sea!

Posted by Tobby > 2022-06-20 22:52 | Report Abuse

Anyway, it seems the high price comodities has dampen investment mood of late! So what's the point! Even high price steel actually do more harm than good!
So expect prices of commodities to go into correction! How deep, i don't know!

Posted by Tobby > 2022-06-20 22:56 | Report Abuse

2 big spender, US and China are not spending! So this yet to price in! Hence the falling comodities that we seeing!

Posted by Tobby > 2022-06-20 22:57 | Report Abuse

Vietnam and Indonesia will be the next big spender! But let's see how! Combine, Vietnam and Indonesia have the same spending ability of China! So if this 2 nation start building infras like nobody business, then the good times will be there!