Tom Szabo

Aluminium Prices Are Expected to Soar by More Than 30%

I see no "alpha" opportunity here. If Aluminum is going 30% higher because the cost energy will rise (which makes up 20-40% of the cost to produce aluminum) then it would be much better to simply invest in energy. Of course, the big assumption here is that energy will continue to rise--probably true in the long term but there will be extended exceptions to the rule that willl seem a lot like bear markets.