This Industry Lags Commodity Moves by 3-9 Months (Second Order Effects Investing).
Sometimes the world is as simple as waiting and watching.
Great opportunities are hard to find in today’s market, but they do exist.
The best way to find these opportunities is to look at current major shifts in the market, then look for those set to benefit.
When people are staring at the gold in California, you have to turn away and say, “Who benefits?”
It is the hardest thing to do in investing. Everyone is talking about gold. It’s shiny. It’s attractive. It’s all the rage. The only problem is that if everyone is talking about it and attracted to it, doesn’t that mean it is too late?
Yes. You might have missed the major wave, but some of the tremors are just as good. In this case, we are looking at a hot commodity and the industry that is currently set to make a fortune.
