This Decade Is Different: Low Rates Are Gone And Commodities Are Coming Back


  • The current market cycle resembles the inflationary commodity cycles of the 1970s and 1999-2011, suggesting commodities will outperform stocks.
  • Energy and commodity sectors are cheap and poised for a rally, while growth stocks may underperform due to inflation and rising interest rates.
  • Investing in natural gas and energy companies like Antero Resources, Antero Midstream, and Tellurian Inc. could offer significant returns in the current environment.

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