Strategic Materials Loading... : Investor Sentiment and Bull/Bear Views

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07:18
Jan 29
Karsten Junius Chief Economist, Bank J. Safra Sarasin Bloomberg Markets
Hold commodities and strategic materials directly
Karsten Junius says because investors can no longer rely on U.S. dollar reserves in a crisis, they must hold commodities and strategic materials directly. He sees the run on strategic materials and base metals as part of a structural shift toward hard assets needed by economies and expects it to continue.
HIGH

About Strategic Materials Investor Commentary

Across the available history and selected sources, Buzzberg tracks Strategic Materials across 1 sources: 1 bullish vs 0 bearish calls from 1 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. 1 total trade idea tracked. Latest voices: Karsten Junius.