PICK iShares MSCI Global Metals & Mining Producers ETF : Bullish and Bearish Analyst Opinions

We're moving from that world that was defined in 2014 to 2024... into a regime change. Own the hard assets, own the halos, heavy asset, low obsolescence. The global economy is shifting away from the asset-light, software-driven boom of the last decade. Geopolitical fracturing and supply chain vulnerabilities are forcing a global re-industrialization. This requires massive amounts of physical materials, structurally repricing industrial metals and mining companies higher due to years of underinvestment in the old economy. Long industrial metals and mining equities that control scarce, hard-to-replicate physical assets. A severe global recession driven by high energy costs destroys industrial demand, offsetting the supply constraints.