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Alexander Stahel, founder and CIO of Commodity Private Equity Fund, said that oil continues to be the leading commodity. He added that his recent warning regarding a second correction in gold may have been helpful to some.
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Stahel has previously addressed concerns about financial market volatility, highlighting FX and risk conditions in a recent note on potential turbulence for investors. He has also analyzed economic challenges in China, discussing the onset of a balance sheet recession impacting households and companies. Stahel’s recent remarks on commodities follow his ongoing commentary on global market risks.