The longer you are participating in the financial markets, the more you going to see thru narratives that come and go. People always look for reasons why trends occur. That’s part of human nature. Often there are several narratives competing against each other causing confusion among traders and camps debating each other. The more popular … Continue reading Are renewable energy companies the ‘new Kellogg company’? Aspects of a new broad commodity bull market
The word ‘peak’ has been a favorite to place in front of commodities as oil, gold and more. There are plenty things written about peak oil, peak gold and many more. Peak oil or peak gold is suggesting scarcity by a destruction or serious shrinking of supply of a particular commodity. Now comes the irony: … Continue reading How peak government shaped the renewable energy day dream
A populair view why commodities are cheap does focus on deflation in general. Deflationists tell a story about the commodities bubble that popped in 2008, around the same time the banking crisis hit the financial markets. Maybe accurate during that time, but this is a narrative of the past. It is no longer helpful when … Continue reading Why commodities are cheap.