- Part two of a two-part series. Clear evidence that commodities and energy companies are meaningfully undervalued.
- Many commodity companies now hold very strong balance sheets. After all, they needed strong balance sheets to survive the decade-long bear market, marked by a lack of capital investment.
- Meantime, countless tech companies remain richly valued relative to near-term prospects.
- The US is not immune from what's happening in Europe. And it's wrongheaded to believe that it is.
- As always, looking forward to engaging in the comments section.
For further details see:
Why I Went From Tech To Commodities And You Should Too (Part 2)