Headline from BBG.
The west is starting to realize it needs materials to continue its life of comfort and have begun making plans for long term supply shortages. Biden evoking war powers means materials such as lithium, nickel, cobalt are in short supply.
There are ways to play this and in Stocklabs I’ve already gamed it out weeks ago.
Today’s trading session is all about commodities and resumption of full war activities in Ukraine.
The themes working so far.
First thing I did this morning was sell all non commodity stocks and then add to an already solid performing list of ag, oils, and material holdings. I’m now up 1.95%, with 30% in cash. My sense is for the commodity trade to resume and eventually take out previous highs.
Dutch gas is up nearly 11% now on Russian gas stoppage fears.
If you enjoy the content at iBankCoin, please follow us on Twitter
Ha, ha ha! Did they do any planning whatsoever?
gd idiots
All you can do is try to make alot of $ w iBC.