MacroVoices #347 Ole Hansen: Commodities Can Go Up Even In Recession
Macro Voices
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The Commodity Super Cycle
These are the big companies, representatives within the different sectors of agricultural energy and metals. It's primarily based on size and its global reach and its availability from a trading perspective. This is based on the basket that has created that year to date 14% return that we showed on the previous slide. There are obviously, as I said, individual companies outside of this list, which potentially could be even more interesting.
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