BizToc
3) Iron Ore Tumbles Amid China Woes —

Iron ore prices hit a three-month low, with industry eyes on China's escalating economic concerns. #Commodities
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Brandon Beylo
A lot of commodities move/trade on trend-following systems.

Most of these are simple moving average programs that buy when a commodity trades above the 50D or 200D MA.

Look at coffee or cocoa futures.

The same thing can happen to gold, silver, copper, etc.

#Commodities
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Brandon Beylo
Look at those outflows in Commodity ETFs.

I think there could be a massive reflexivity play here.

We’re approaching supply crises in multiple metals from Electrification, Military, and Bans.

Funds will then inevitably chase performance.

#commodities

H/t @RonStoeferle https://t.co/i0CdpFi2cQ
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Brandon Beylo
MinTwit!

What is your favorite junior gold/silver or copper producer and developer?

I’m searching for either current production or expected production within 12-24 months.

#mining #commodities
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Brandon Beylo
RT @marketplunger1: We are at Commodity Cycle Lows in:

• Precious Metals: 4x below cycle highs

• Energy: ~3.5x below cycle highs

• Base Metals: 4x below cycle highs

The next decade will be tremendous for commodities, base metals, and precious metals.

#commodities
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Brandon Beylo
It takes 29 years to develop a new mine in the United States.

But yes, we'll have the metals we need to achieve Net Zero by 2050.

And we'll do it without China's help.

Lol.

#mining #commodities https://t.co/g9Z3cgtf7L
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Brandon Beylo
RT @marketplunger1: It takes 29 years to develop a new mine in the United States.

But yes, we'll have the metals we need to achieve Net Zero by 2050.

And we'll do it without China's help.

Lol.

#mining #commodities https://t.co/g9Z3cgtf7L
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Hidden Value Gems
Positioning in the oil markets is quite bearish. Usually, a good contrarian indicator. Could be especially useful if the Dollar continues to weaken...

#energy #oil #Commodities https://t.co/LVvbmQkebQ
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