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Which commodities do you think offer the best risk-reward today?

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Gold has good technicals, but looks a little stretched, crude oil is technically primed and waiting a catalyst, industrial metals will do well in growth reacceleration, agri has taken medicine and underpriced at this point for any weather risk flare-ups. Overall though I prefer to focus on commodities at the asset class level, where I see the strongest setup, as outlined here

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Do you follow Steve Miller (Ask Slim)?

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