Most of the buying in the current cycle has been from central banks after Russia's access to SWIFT was revoked. Buying at current levels is expected to continue for another few years. Smart money also has yet to arrive, with a few exceptions. There's hence a lot of potential upside for certain commodities and commodity miners within the next two to three years. A few have posted DDs on commodities that turned out be fantastic plays. Those have been largely ignored. though. I've been meaning to write my own lengthy DD. However, I'd much rather retail money not pile in so quickly during the current cycle, so I'll probably hold off on writing that for a few more months.

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