Hi andrewe,
A great essay. Just goes to show you that the CRB chartists have no reference material before 2005 when the radical changes to the index took place. Throwing inflation into the CRB index because of all of the additional fiat money the US has had to print due to their beleagued wars is a real indication that the bull run in commodities still has a long way to advance. I'm not worried about the small blips during this long term commodity bull run. Especially those around January when the market does chaotic things because most traders are having a break. These blips present a trading opportunity. Most importantly keep a keen eye on the inventory levels of the commodities that you are trading.
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