6Mon
I studied commodities very intensively 20 years ago, but was only ever able to explain the trends with hindsight (somewhat unfortunate for investing). That's why I stay away from commodities and mining stocks.
What I find problematic is that commodities are hyped every few years because demand foreseeably exceeds supply.
This is certainly true, but nothing new.
But whenever this argument is used to justify a purchase, I steer clear of it. 
What I find problematic is that commodities are hyped every few years because demand foreseeably exceeds supply.
This is certainly true, but nothing new.
But whenever this argument is used to justify a purchase, I steer clear of it. 
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6Mon
@GHF Thank you, it remains exciting. It is of course also interesting to what extent the shortage can be met by recycling copper. I have already read somewhere that 30% of demand can be covered by recycling
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@GHF I find that exciting. Can you perhaps give one or two examples from your investment history where a supposed "no-brainer" investment was not so successful in the end? I would be very interested in that!
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