David Rosenberg: How to play commodities, semiconductors, COVID, tapering and the reflation trade

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Given the massive surge in commodity prices, notwithstanding the pullback in some areas of late, we decided to look at whether there are still opportunities to play this theme within the equity market. We normalized various equity indexes by their underlying commodity prices to ascertain which areas are most undervalued (or overvalued) compared to their long-term ratios. Read More