Which Commodity Is The Next Multi-Bagger Opportunity?
We’ve just launched our very own start to finish Masterplan for how to navigate the Commodity market. Get access to:
- Cycle & Timing Edge: A clear roadmap of the commodity cycle, capital rotation sequence, and proprietary 3-year Cycle Forecasts across key commodities
- Actionable Investment Playbook: In-depth coverage of 33 commodity ETFs and 33 high-quality stocks, including key drivers, risks, and technical levels
- Full Opportunity Pipeline: A Masterlist of 200+ names across metals, energy, agriculture, and more for investing & trading ideas
You can purchase The Commodity Cycle Masterplan for $500 here.
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The chart below shows the ratio of commodities to equities over time.
What stands out immediately is how depressed commodities still are relative to stocks today.
Not only are we around the lowest levels in decades, we’re also below the setups seen before the 1970s and early 2000s commodity bull markets.
Both of those periods were followed by multi-year outperformance in commodities.
What this chart tells us is simple: Capital has been overwhelmingly concentrated in financial assets, while real assets have been left behind.
And that imbalance is now starting to show signs of reversing.
Commodity cycles usually follow a sequence.
Precious metals moves first. Then metals. Then energy. And finally, agriculture.
Gold has already broken out and is pushing higher. Copper and energy have recently also followed.
Agriculture, however, is still lagging behind.
This is where the big investment opportunity lies today.
Investors see commodities rising and assume the trade is crowded in the near-term.
But in reality, they are looking at the front end of the cycle, not the lagging segment.
Agriculture is still pricing in a world of stability… Meanwhile, everything around it is already signaling instability.
This type of a gap is not going to persist for long.
In the next section, we’ll go over why we believe a big catch up move is coming for agricultural commodities and more importantly, how we can Make Money from it.
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If you’re serious about Making Money (our primary goal at Cycles Edge), then the Premium Sections are key for you!
