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Julian Brigden: You Have to Pick a Side in a Cold War

Mining Stock Daily

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Commodity Supply Chains

We've shown ourw acute vulnerability to er an exposures as countries to various commodities produced by various unfriendly nations, right? So that has to change. It's going to take a long time. Even the most ambitious plans of the europeans, which sound, you know, in nine months they're going to cut all their exposure to russia is not going to be easy to do. But i think we are in a aweve been bulls on the commodity story for some time. The part of the thing was that it just got so damn cheap,. I mean, so damn cheap on a relative basis. Too massively overvalued, and arguably bubble a stock poper performance here

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