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>> No.30249655 [View]
File: 26 KB, 823x307, S&P GSCI Commodities index.png [View same] [iqdb] [saucenao] [google]
30249655

>>30249104
Just realized you're the same anon and I'm making an obscene number of typos. Time to hit the sack. This is a great read for the commodities thesis that was posted here a few nights ago - https://www.crescat.net/february-research-letter/

>> No.30247458 [View]
File: 26 KB, 823x307, GSG.png [View same] [iqdb] [saucenao] [google]
30247458

This isn't quite the right place for the question, but my allocations into URA for uranium exposure and GSG for broad commodities have been my steadiest and best-performing picks so far this year. I think we're at the bottom of a major commodities cycle, with gold and silver leading it.

I'm interested in broad commodities exposure (oil, agriculture, steel, etc) as a general backdrop to my allocation to silver miners and tend to lean towards ETFs. Does anyone have recommendations?

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