phillips49

Is the Commodity Bull Market Over?

I'm interested in investing in businesses that have a solid requirement for their products, the ability to pass on increased costs, and high prospects for growth.
For me, the oil and natural gas companies, the mining companies, the infrastructure companies, the agriculture companies, and the businesses that support these kinds of companies satisfy these requirements.

Continued growth in demand for these resources in undeniable... and they are not making any more of the stuff.

This far more than can be said for financials or many of the other sectors for that matter. Traders will come and traders will go, but the requirement for basic materials and services remains the same. From a price earnings standpoint they are still reasonably priced, so I fail to see a tech type of bubble in these assetts. I'm long.