Tim Pickering was featured in the September 6th, 2023 edition of Wealth Professional
“The North American fires and hot dry summer have put pressure on an already-pressured commodity supply – from oil to lumber, minerals to grains,” says Tim Pickering, founder, president, and CIO of Auspice Capital. “This, along with massive demand in the fastest-growing middle class market and now largest global population - India - will drive the second wave of the commodity supercycle.”
“The reality is that a lack of broad commodity capital expenditures starting over a decade ago has led to a fragile supply that will continue to be interrupted by things like weather-related events – fire, floods or drought,”