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📉 Stocks wobble — commodities don't always move with them.
Gold, silver, and oil tend to have low or negative correlation with equities, which is exactly what "diversification" means in practice. When equity volatility spikes, hard assets have historically absorbed some of the shock.
The case for commodities isn't a trade — it's a structural hedge on currency risk, supply shocks, and macro uncertainty.
Watch real interest rates and the USD index: they drive gold and oil more than any headline will.
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