There is one WORD that rules them all in Commodities - CYCLICALITY.
Commodities are due for a major hammering in the coming Deflationary Bust.
Just when the Stagflationary phase is about to begin, that would be the time to BUY in big.
Demand matters above all, Supply a stale bull's narrative.
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Its Over, page-23333
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Bruce Garlick, Executive Chairman
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