Now that the commodities super-cycle has kicked off in earnest, can we expect everyday goods (like food) to hyper-inflate in the near-mid term?
i don't know for sure, but grain prices are heavily dependent on the cost of fertilizer and diesel fuel, so you can watch those. there's another conspiracy thread that says we're entering a solar minimum period, which will cause global cooling and reduce global grain yield significantly.
Yes. Once confidence in COMEX’s ability to make deliveries starts cracking It’ll spread to gold and the other metals and when those start melting up it’ll move into stuff like pork/beef/corn/energy and you’ll begin to see panic in derivatives across the board. My guess is it’ll start showing signs around March/April, but I don’t think the broader market will catch on until maybe mid to late 2026.
Idk how they’re going to try to spin it as anything other than inflation. They will probably try to blame metals speculators despite the fact that China is the biggest buyer, and the only reason they’re buying is to facilitate the green energy/AI datacenter rollout.They won’t publicly admit that the tariffs/trade war was a retarded idea and obviously didn’t work.
>Commothidy thuperthycle
>>61556205It will once oil and fertilizer costs begin to rise. Until then, prepare.
>>61556222you are 100 percent right but those effects will lag and only show around late 2030s early 2040s
>>61556205Depends, some commodities are 100% political and thus totally disconnected from fair market value. For example, do you know how much it cost Aramco to produce a barrel? $2.50.So they don't give a shit if oil is $100 or $50, in any scenario they are in deep green territory, and retards who went long @65 because "it can't go any lower, it's too cheap!" got brutally assraped.And unless you are involved in the production process, it's sometimes hard to know how much a commodity truly is "worth", those are well guarded secrets.
>>61558189$2.50? Really? That's nuts.
>>61556205>let me guess, a commodities super-cycle theorist, that stacks silver.
>>61556918>Until then, prepare.It's "hoarding toilet paper" all over again, but this time for real.
