A major shift toward commodities could lead to market gains, Brandon Beylo notes

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A major shift toward commodities could lead to market gains, Brandon Beylo notes — Possible impact of higher commodities allocation

Brandon Beylo suggested that if people allocated even close to 20% of their portfolios to commodities, commodities markets could experience substantial gains.

He acknowledged that such a shift is unlikely, but questioned what might happen if people made that change.

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Beylo has previously highlighted valuations in other sectors. He noted that large cap med-tech stocks are trading at their lowest multiples in over a decade. In another report, Beylo described the current market as a place where both owning and avoiding AI assets can lead to penalties.

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