Commodity Super-Cycle or Something Else? - A TSI Morning Brief
Thursday, March 18, 2021
The latest marketplace commentary has jumped on the bandwagon of the global economy and commodities are entering the next great commodity super-cycle! This is not just fringe talk as several serious Wall Street firms are promoting the idea. Are they just talking their book? Is this just over-enthusiastic bubble-style talk? Or is there something else going on? Our TSI presentation will explore the roots of the last super-cycle and compare it to conditions today. There is no doubt bullish forces are at work. If this is a commodity super-cycle then one should simply buy everything not already nailed down and ride the bullish wave for the next 10 plus years. However, if it is something else,then investing and capital deployment will need to be nuanced and timed as it historically has been should you be looking to make decisions that prove profitable. Where might be the best opportunities be? Where might the risks be? Join our morning talk to hear some answers as to what we see could be the investments of the decade.
You have a choice of two dates: Thursday, March 18, 2021 or Thursday, March 25, 2021
Complimentary Webinars and Q&A A Go To Meeting link will be emailed to you prior to the event
