Energy and agriculture have been under pressure all year. But not materials. In fact, six of the top six tradable commodities this year are metals.
Wow! This is fueled by improving growth in China. The debt bubble there will pop eventually. But for now, it works very well at reflating commodity prices. Especially metals like copper, aluminum, zinc, nickel and more.
Gold and silver have their own reasons for inflating.
The good news is now we’re seeing money rotate into energy. And you’ve got a new recommendation to add in Income Investments to ride that wave.
Agriculture remains under pressure for now. Recent hurricane activity both helped and hurt agriculture. Harvey crushed wheat prices because Texas ports were closed (and exports stopped). Irma sent orange juice prices higher by steamrolling across Florida’s citrus groves.
But the long-term picture for agriculture remains good. So stay long your PowerShares DB Agriculture Fund (DBA) and The Mosaic Co. (MOS).
Our cycles research has identified a dangerous crisis coming our way, and 14 ways you can go for windfall profits while many risk losing everything. Click here to read a special report for Real Wealth Report members about what you must do to protect and grow your wealth.
