I’m hoping this current bout of market volatility accelerates sector-rotation into commodities, which seem underpriced by any historical measure (chart courtesy of sam broom of sprott)
The unanswered question (in my mind) is whether money will flow primarily into well-established revenue producers (sector leaders and such) or trickle down into speccy end of the market. Depends on prevailing risk sentiments I guess
AZS Price at posting:
31.0¢ Sentiment: Buy Disclosure: Held