15% Losses, 2% Spreads, Zero Yield: The Great Commodity Rotation Is a Panic, Not a Plan
😬 The Great Escape into Stuff
Investors who rotated into commodities are already sitting on 15%+ equity losses 😬 Bid-ask spreads on commodity ETFs have blown past 2% — that's not a safe haven, that's a liquidity trap. Commodities produce zero yield. Zero dividends. Zero compounding. Calling this