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Trading the commodity supercycle intermission
blog.variantperception.com

Trading the commodity supercycle intermission

VP Research
Aug 20, 2022
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Share this post
Trading the commodity supercycle intermission
blog.variantperception.com

The commodity supercycle intermission is ongoing, but the structural thesis remains in tact (see our original thesis from Oct 2020 here). We have been helping clients manage their commodities exposure this year, balancing structural tailwinds, cyclical headwinds and tactical signals.

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