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Capital rotates as commodity cycles develop, David Bird notes

Capital rotates as commodity cycles develop, David Bird notes
Gold leads capital rotation in cycles

David Bird outlines the typical progression of capital rotation during commodity bull markets. Gold often leads the way by attracting initial investment before larger gold miners eventually follow, setting a pattern for the cycle.

He emphasizes the lack of speculation in the current environment, highlighting a more cautious backdrop for both gold miners and junior miners.

Earlier this year, Bird noted that gold consolidated in a Wave 4 triangle from April 2025, with capital rotating into silver, miners, and platinum sectors, according to his analysis in a previous article. He has also commented on structural changes in other asset classes, including recent corrections in Australia's listed property sector. These observations inform his current views on cautious sentiment within commodity markets.

This material may contain third-party opinions, none of the data and information on this webpage constitutes investment advice according to our Disclaimer. While we adhere to strict Editorial Integrity, this post may contain references to products from our partners.

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