commodities
September 2026Live view →
Where the voices land
All voices 5 voices5 bullish
Bullish
- ETElizabeth ThomasBullish She holds commodities as protection against the inflation problem. ▶ 9:43 U.S. Bonds Are Trading Like an Emerging Market w… · 28 Sept
Strongly bullish
- BSBill SmeadStrongly bullish Smead says commodities are in a 15-to-30-year outperformance era relative to stocks. “we're in a 15 to 30 year outperformance era for commodities relative to stocks” ▶ 32:22 ‘Almost 0%’ Chance Stocks Are Higher In 10 Years… · 27 Sept
- JTJurrien TimmerStrongly bullish Timmer says commodities remain in a secular bull market. “The monthly chart shows that we remain in a secular bull market for commodities.” Open the post The monthly chart shows that we remain in a secu… · 17 Sept
- TKThe Kobeissi LetterStrongly bullish Commodities are in a strong bull market that is gaining momentum. “The input costs for just about all basic necessities are in a strong bull market that is gaining momentum.” Open the post Another deep green night for commodities. The i… · 13 Sept
- JCJeffrey Currie ++Strongly bullish Currie expects commodities to keep rising, driven by scarcity and currency debasement, and says investors need to own them. “This is why you need to own commodities.” Open the post Thanks to @BloombergTV and the @BSurveillance te… · 11 Sept
5 bullish
Mentions
28 in September 2026Mon 31Tue 15 · 3Thu 1
Stories it travels in
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The stories
- ○ a voice, on the left
- ◌ a voice raising half of these
- ● a subject, on the right, under its story
- ⌒ a line is a voice raising a subject — thicker, more items; colour is the story
The stories this entity travels in: on the right, each story with the subjects seen alongside it; on the left, the voices that raised them, and a line for every subject a voice raised, bundled by story. Tap a voice to light everything it raises, a subject for who raised it, a story for its own lines. The crumb goes back.
Who brings it up
- Bloomberg 4 mentions
- Gary Bohm 4 mentions
- Max Wiethe 3 mentions
- David Lin 3 mentions
- GoldRepublic Global 2 mentions
- Jeffrey Currie ++ 2 mentions
- The Kobeissi Letter 2 mentions
- Adam Taggart 2 mentions
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