Gold Led the Way, Commodities Are Next

Callum_Thomas
06:42

1.Monetary Tailwinds & Commodity Prices.

We’re seeing the amassing of major monetary tailwinds heading into 2026.

Historically this kind of shift to easing has lit a fire under commodities.

(and ultimately: inflation)

2.Follow the Leader...

Gold has blazed the path, commodity catch-up comes next.

Here's why we need to prepare for a new cyclical bull market in commodities:

3.Shortage of growth stocks?

(and glut of value stocks 🤔 )

p.s. the latest figures (28 Dec 2025) are Growth Stocks: 396, Value Stocks: 876.

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