Investment

Posted Jun 28, 2026

Quick update on commodity sector - Prospective

Just came across these two charts.

  1. Commodity prices relative to S&P have been in a funk for almost 20 years.

  1. Miners (stocks) out performing commodities YTD.

Interesting back drop about stocks to look for when the AI bubble cools....

My view remains the world is on the verge of change.....

#Commodities To Equities#Commodity To S&P Ratio

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Jefferies Research

Location

Internet

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S

Sarah

very interesting

Doug

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