As I continue to consume numerous viewpoints from people whom I consider to be smart and well-informed (for whatever my opinion is worth), I keep coming to a similar conclusion that commodities are set to have a significant upleg going forward. while I love uranium still, I think copper and base metals will perform, as well as oil eventually, although there is a lot of politicking in that space.
I really enjoy your commentary here Florian, thank you
Bear in mind that before the January expiry date there's a bitcoin ETF deadline (Jan 5th or 10th). I understand that it's not as correlated with Tech stocks as it was in '20-'21, but a massive sell-off could spill into equities, or at least sentiment might.
You didn't!! ;)
As I continue to consume numerous viewpoints from people whom I consider to be smart and well-informed (for whatever my opinion is worth), I keep coming to a similar conclusion that commodities are set to have a significant upleg going forward. while I love uranium still, I think copper and base metals will perform, as well as oil eventually, although there is a lot of politicking in that space.
I really enjoy your commentary here Florian, thank you
Bear in mind that before the January expiry date there's a bitcoin ETF deadline (Jan 5th or 10th). I understand that it's not as correlated with Tech stocks as it was in '20-'21, but a massive sell-off could spill into equities, or at least sentiment might.
Best, M.
Rivian?