#Commoditycycle - Twitter Hashtag

ouououou @ouroborosorobor

3 days ago

$SLB Oil field service activity tracks active rig count figures. #OilServices #EnergyServices #CommodityCycle

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Kotak Mutual Fund

@KotakMF

about 2 months ago

Gold or silver, which shines brighter ahead? 🤔 @devendersinghal shares his take on commodities & portfolio strategy on @CNBC_Awaaz 👉 Watch to know more. #CNBCAwaaz #GoldVsSilver #CommodityCycle #PreciousMetals #InvestingInsights #PortfolioDiversification #SilverOutlook #MarketTrends

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DEBAJYOTI SARMAH @DebajyotiSarmah

about 2 months ago

Commodities will outperform Stocks✍️ The chart of majority commodities: Copper, Silver, Zinc, Sugar & many more other Commodities charts are showing big upmove & in verge of strong breakout🚀🚀🚀🚀🚀 #commoditycycle #bullish #inflatorytimes

Vikas Vij

@TheClubJunto

about 2 months ago

Strategies for Inflationary Times 1. BofA: Commodities will replace stocks & bonds as the biggest winners of 2026-2030 2. BlackRock pivots from bonds to commodities 3rd time in 50 Yrs 3. Study: 8 inflationary periods in 100 yrs. Avg Return: S&P -7%; Commodities +14% STRATEGY: BofA: Go Big on Commodities a. Bank of America Global Research Chief Michael Bartnett has written to BofA’s investors about bubble risks. Instead of real demand & productivity, it is a debt & liquidity play going on. b. The “boom loop” (bubble keeps getting bigger) continues for now. But 30-yr Treasury Yield around 5% is the "danger line.” Once this line is crossed, the bubble will break, Bartnett warned. c. Short-term investors can keep playing the stock boom. But long-term investors should move into commodities for the rest of the decade. Inflation, supply chain risks, and the global race to monopolize critical minerals will create tailwinds for commodities. BlackRock’s Commodities Pivot a. The world’s largest asset manager BlackRock powered by risk engine Aladdin running 5,000 risk scenarios per day is making a historic pivot to commodities. b. Traditionally, $12 trillion AUM giants like BlackRock follow the 60/40 Rule: 60% stocks; 40% bonds. For the third time in 50 yrs, BlackRock is moving a part of client capital from bonds to commodities (for 4 consecutive quarters) as a portfolio diversifier. c. BlackRock says that the prevailing supply shocks will act like a “tax on consumers.” Gold, Copper, Uranium, Energy, and other commodities are their “Plan B.” Research Study 1926-2020 a. Duke University and Man Institute study 2021 analyzed inflation data from 1926 to 2020 in US, Europe, Japan. They identified 8 distinct periods when inflation was trending above 5%. b. In each of these 8 inflationary periods, commodities proved to be the best-performing asset class with +14% average annual real returns. S&P 500 real returns were negative 7%. [Real return is inflation-adjusted return.] c. Momentum investing delivered the highest returns. Inflationary regimes create long "trends" (like oil rising for 2 yrs straight or bonds falling for 3 yrs). Momentum funds capture these long cycles while traditional "buy and hold" portfolios get crushed. d. The study found that residential real estate delivered negative real returns (-2%). During inflationary periods, real wages fall and home loan rates rise. (RBI will be forced to raise interest rates to curb inflation.) e. Recency Bias: New investors have only seen low inflation for many years. In high-inflation periods, “Present Value” of future cash flows goes down (future money’s worth diminishes). So, even if profits remain same, stock price drops as investors no longer want to pay high forward P/E multiples. Strategy for Small Investors [If domestic inflation CPI exceeds RBI’s upper tolerance limit of 6%] a. Do not average down your stocks. If a new investment drops 10-15%, be unsentimental and exit. You may get it at 50% discount later. b. Allocate 15-20% of your portfolio to gold. Gold is a double hedge for Indian investors. It can protect you against high domestic inflation PLUS against falling rupee (as gold rates are determined in dollars.) c. Consider selective exposure to stocks of metal and energy (oil & gas) producers. Their margins expand as commodity prices rise. d. Shift a part of your core equity to Momentum Index Funds. This will automatically move your money into sectors winning the inflation battle. e. Invest partially in US Index Funds (S&P 500 or Nasdaq 100) for currency hedging. This way any rupee depreciation will create gains for your dollar-denominated assets, protecting you against purchasing power erosion. f. Avoid speculative trading using leverage. High-inflation environments produce sharp market swings that can wipe out speculators. Remember: “Smart men get ruined only in 3 ways: Liquor, Lust, and Leverage.” [Charlie Munger] @arabicatrader

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LeoNifty

@Leo04G

4 months ago

Happy BIrthday Gold champion🏆 @AshwinJain52452 🍾💛📈💰🌟🥈 Modi Modi 🙌 GoldMan trading Silver #commoditycycle #ModiModi

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Kortyel Tikari @KortyelTikari

4 months ago

Unlike the Hunt Brothers Episode, Today’s Silver Surge Is Fueled by Tariffs, War Risk, Inflation, Central Banks and a Real Structural Squeeze #Silver #PreciousMetals #Inflation #SupplyShock #MacroTrends #CommodityCycle #SoundMoney #silversqueeze

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AKHILESWAR CHOWDARY @AkhileswarX

5 months ago

KAJU KATLI TELLS THE STORY NO ONE CAN IGNORE 2016: Loaded with silver varak. 2026: Thinner cuts, no varak cost pressures showing up even in sweets. #Inflation #SilverPrices #CommodityCycle #IndiaEconomy

AkhileswarX's tweet photo. KAJU KATLI TELLS THE STORY NO ONE CAN IGNORE

2016: Loaded with silver varak.
2026: Thinner cuts, no varak cost pressures showing up even in sweets.

#Inflation #SilverPrices #CommodityCycle #IndiaEconomy https://t.co/Mf7mEXZUh4

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Breakout Charts ®️

@charts_breakout

9 months ago

Will global precious metals mines be nationalized putting new supply out of reach in future ? 🙈 #CommodityCycle

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Financial Independence Services & Neha_0103

@Fin_Ind_Service

9 months ago

Metals showing resilience — steel & non-ferrous names catching flows amid global commodity support. 📲 Metals scan: https://t.co/RzvSGcJ8eo #Metals #TataSteel #JSWSteel #CommodityCycle

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🟡HarrygoesG⚫️

@HarrygoesGold

10 months ago

@MinerDeck Gold, Silver, Uranium quietly leading while retail sleeps. Not just a sector move. It’s rotation, repricing, reality. Wait until the stories catch up with the charts. #Metals #Gold #Silver #Uranium #CommodityCycle

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Financial Independence Services & Neha_0103

@Fin_Ind_Service

about 1 year ago

PAINTS & CHEMICALS – Raw Cost Worries 📉 Crude-linked inputs (TiO2, solvents) get expensive 🏷️ Asian Paints, Berger may see margin pressure 🧪 Specialty chemical firms remain resilient in exports 📲 https://t.co/RzvSGcJ8eo #PaintStocks #Chemicals #CommodityCycle

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Energetic Media

@EnergeticInc

about 1 year ago

Silver is breaking out. 📈 A 50-year setup… and most people are still asleep to what it means. The timing couldn’t be better. 📘 The Energetic Investor is out now — Link in bio. #silver #macroinvesting #theenergeticinvestor #commoditycycle #booklaunch #investingmindset

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GEM DiCom | Gemstones as a Digital Commodity @GemDiCom

about 1 year ago

@RickRuleRulz That’s the mindset—conviction, patience, and asymmetric upside. Silver moves slow… until it doesn’t. In past cycles, when it runs, it erupts. Having the discipline to wait is half the battle. ⚒️📈 #Silver #CommodityCycle

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Mohak Ailani | SEBI regd RA

@mohak_ailani

over 1 year ago

#CommodityCycle : Gold is king of metals, and has broken out of a major trendline going back 1980. Do you still not believe in Silver's target of 400%? Help me change your mind

mohak_ailani's tweet photo. #CommodityCycle : Gold is king of metals, and has broken out of a major trendline going back 1980.

Do you still not believe in Silver's target of 400%? Help me change your mind https://t.co/rEshretIBw

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Investability

@investability_

over 1 year ago

Where are we in the #CommodityCycle? Does recent #gold sector M&A activity signal a broader movement upwards is imminent? Or does the weak market for small caps, and a dearth of IPO's, suggest we haven't yet reach the bottom of the trough? Comment below with your thoughts!

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GoIndiaStocks.com

@goindiastocks

almost 2 years ago

#Stockstowatch #CommodityCycle Those who missed attending the call today can listen to the recording here https://t.co/zydJ0Nvgme

GoIndiaStocks.com

@goindiastocks

almost 2 years ago

#stockstowatch #CommodityCycle Guys we are discussing "Commodity Outlook" in our thursday "Knowledge Session" at 4PM today. In case you are interested below is the link to register. C U there. https://t.co/8HXU6oUjKc

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GoIndiaStocks.com

@goindiastocks

almost 2 years ago

#stockstowatch #CommodityCycle Guys we are discussing "Commodity Outlook" in our thursday "Knowledge Session" at 4PM today. In case you are interested below is the link to register. C U there. https://t.co/8HXU6oUjKc

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Sidharth Jain 🇮🇳

@Sidharthjain84

almost 3 years ago

Vedanta getting a lot of brickbats all around Twitter. #bullish #commoditycycle *one rarely gets good news and good returns together ! Let's see how things unfold for vedanta over the coming few yrs..

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