I continue pounding the table on how cheap the resource markets are currently. AIA Weekly 6.29.24

Resource markets are still massively undervalued compared to the general stock market and tech stocks in particular. The one caveat is that a general stock market downturn could be negative for even resource stocks. Let's be honest: 95% of stocks will go down in a stock market downturn. And resource stocks are still stocks. However, in the subsequent recovery, they will be first to recover and will likely outperform.