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Key Fundamentals

 

  • Economic power is quickly shifting towards less developed nations with better demographics like China, India, and Brazil.  These emerging markets will continue to be the key drivers of global economic growth.  Their needs at this early stage of their industrial development are more energy and resource intensive than those of the developed nations.
  • Peak oil is near.
  • Global agricultural demand is close to current supply limits.
  • Global base metal production will continue to struggle to keep up with demand over the long term.
  • Human caused climate change is real.  Related policy will eventually have a great effect on global economics.

All of these viewpoints are still openly challenged by prominent skeptics, but mounting evidence makes it harder all the time.

Phi Tempest
Fundamental Investment Concepts for a Commodity Constrained World