Raw materials Loading... : Investor Sentiment and Bull/Bear Views
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Price change since each call, adjusted for long/short direction. Results calculated:
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00:28
Jan 20
Jan 20
Bottlenecks drive memory, power, materials, shipbuilding, defense.
The main current theme is bottlenecks from supply constraints and shortages from excess demand, appearing in memory, power, raw materials, shipbuilding, and defense. Not all will lead, but these areas are where leadership is forming.
MED
10:58
Jan 13
Jan 13
Geopolitical risk forces real asset rerating
Currie says the freezing of Russian central-bank assets and current geopolitical risk are making dollar assets and below-ground resources riskier, prompting a broad hoarding and diversification drive. This is forcing a rerating of real assets and raw materials, with raw industrial materials tightening, order-to-inventory ratios turning up, and small manufacturing inputs lifting the economy's underlying cost structure.
HIGH
About Raw materials Investor Commentary
Across the available history and selected sources, Buzzberg tracks Raw materials across 2 sources: 2 bullish vs 0 bearish calls from 2 authors. Historical directional balance: 100% = 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. 2 total trade ideas tracked. Latest voices: Vincent, Jeff Currie.