From the desk of Steven Strazza @Sstrazza and Ian Culley @Ianculley
The bull market for commodities is alive and well. They were the top-performing asset class last year, and they’re kicking off the new year with a lead once again.
The energy-heavy CRB Index is printing new seven-year highs, and our ASC Equal-Weight Commodity Index just resolved from a nine-month base to its highest level since 2013.
To take advantage of this area of leadership, we’ve been highlighting strength and outlining long ideas in a variety of commodity markets.
We know not everyone has access to the futures markets, and that’s OK, because there are plenty of opportunities to express a bullish thesis on commodities through the equity market.
To make this easier, we’ve put together a universe of stocks that offer investors exposure to a wide array of different commodities.
Let’s dive in and talk about some of them.