I just recorded a video that I encourage all of you to watch. The video presents evidence suggesting a probable long term shift into relative commodity outperformance over the coming 1-2 decades. This is not a weekly or monthly outlook for markets.
I strongly believe that this potential for a long termed shift in asset class rotation should be considered as you formulate trading decisions. Its a “see the forest through the trees” kind of thing.
BTW, in the video I refer to a research paper that Craig and I put together about a year ago. We presented some evidence for flatter stock market performance in the coming decade(s). That paper ties into the concepts presented in the video. You can access that report here.
Here is the video:
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