May. 9 at 6:44 PM
$GORO This chart suggests that commodity markets move in very long historical cycles. Every major inflation peak over the last 200 years was connected to wars, energy shocks, monetary stress, or supply shortages. According to this long-term model, the current period may represent another major commodity cycle bottom similar to the Great Depression era. If the pattern continues, the coming decades could bring a powerful commodity supercycle driven by inflation, geopolitical fragmentation, AI energy demand, and structural resource shortages. That would imply significantly higher long-term prices for gold, silver, oil, copper, and mining equities into the 2030–2045 period.
