Macquarie: Commodities Value Found in Oil, Gas, Zinc, Palladium

JPMorgan’s Marko Kolanovic isn’t the only analyst bullish on oil. A January 18 Commodities Compendium report rhythmically titled “Lots of pain, no gain, supply to wane,” made key projections on what commodities long investors should hold, pass or fold on.

Commodities are the most hated asset class

Commodities are a “hated” asset class, the report points out, as it considers the most beaten down of the pack to develop a multi-pronged investment thesis based on supply discipline. “Prices keep on falling, producers are in a battle for...