5 Comments

Very good piece, again. This has been an area I’ve been focused on a more macro scale, but this was excellent.

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Thank you!

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I never get tired of reading your pieces. Although I spend a lot of time viewing charts and studying financial history, nothing else gives me a better return on my "time investment" than your pieces. I appreciate you

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Glad you liked it!

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Great research as always, I thought I'd mention as well is exposure in commodities may yield a return via dividends as mining companies pay alot of their earnings as dividends (often might higher than 50%), even if the commodity trades sideways, companies could still pay out a 3-7% yield. - Hailing from Australia of which has over 10% of its GDP in pulling things out of the ground.

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