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22:44
Feb 04
Commodities likely rise; portfolios need diversification.
Kim Joon-song argues that investing horizons can run 30-60 years, so a stock-only portfolio is risky. He says the old 60/40 stock-bond mix is outdated and commodities should now be at least 10% of a portfolio. He advises diversifying into FX, bonds, and commodities, noting global fund managers are adding commodities; demand is supported by electrification, AI capex, economic recovery, China buying, and money-supply growth. He thinks commodities broadly are unlikely to fall, though algorithmic trading can cause short-term volatility.
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About Foreign exchange Investor Commentary

Across the available history and selected sources, Buzzberg tracks Foreign exchange across 1 sources: 0 bullish vs 0 bearish calls from 1 authors. Historical directional balance: 0% = 100 × (bullish − bearish) / all deduplicated idea records, including other directions. This is neither a probability of a price rise nor the share of bullish authors. 1 total trade idea tracked. Latest voices: Kim Joon-song.