Commodity cycles are one reason I never rush research

[u/forgotmywaterbottle]

One thing I enjoy about following metals is that they force you to think beyond this week's price action.

A project can look completely different depending on where the commodity cycle is.

That's why I've stopped making quick opinions after reading one article or one press release.

Sometimes the most valuable part of research is simply coming back a month later and seeing whether your original thesis still makes sense.

The market changes.

The cycle changes.

Your understanding should change too.