Rate Breakout Fuels Growing Potential in Commodity Stocks (X, CEI, CLF, CCJ, ADM, BHP, AA)

The Fed continues to pivot toward the imminent need to combat inflation, which is now running at multi-decade highs. The upshot is a market rotating from technology growth to hard assets capable of driving near-term results for portfolios in the form of cash on the barrel to start the new year. For many analysts, the […]

Commodity Stocks in Generational Bull Trend (X, CEI, CLF, CCJ, ADM, BHP, AA, VKIN)

Guess what happens when you print trillions of dollars and then run into underinvestment and logistical problems upon reopening a fast-growing global economy? You get commodity price inflation. It’s hardly a shocking development. Major commodity markets are collectively up over 52% so far in 2021 – global equity markets are up less than 17% for […]