On September 16th, Michael van de Poppe, founder of MN Consultancy, stated that the last time he saw commodities become a safe haven for investors was in 1971 and 2000. Commodities are severely undervalued and are likely to enter a bull market lasting for 10 years.

In times of economic hardship, commodities have become a safe haven for many investors.

The current value of commodities is lower than the level before the Internet foam in 2000 and the financial crisis in 2008. If history can be used for reference, as investors withdraw from the overheated stock market, commodities may soon rise rapidly.

Analysts from Bank of America share a similar view with Poppe, stating that the long-term bull market in commodities has just begun and suggesting that investors consider allocating to commodities rather than bonds in their 60/40 investment portfolios.

Jared Woodard, an investment strategist at Bank of America, recently pointed out in a report that "due to debt, deficits, demographic structure, anti globalization, artificial intelligence, and net zero policies all triggering inflation, the long-term bull market for commodities in the 2020s has just begun

Woodard said, "By the 2020s, the return on commodities will be 40% higher than that of bonds." This indicates that commodities have greater upside potential than bonds in a standard 60/40 investment portfolio.

Rick Mills, President and CEO of United Educators, stated that the outlook for all commodities depends on the US dollar. Once the Federal Reserve starts cutting interest rates, the US dollar will weaken and the entire commodity market will strengthen.

Graddhy commodity analyst stated that although discussions about the commodity super cycle are now heating up, the bull market in commodities has actually been ongoing for over four years, and it is wise for investors to make corresponding allocations before the momentum begins to rebound.