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Goldman’s Jeff Currie: It’s a Commodities Supercycle, and We Still Haven’t Hit Max Pain
Odd Lots
Do the World's Rich Control Dollars?
i sometimes get the sense that commodities, experts are very sensitive on this particular topic. I can get a bull market and oil driven by a supply shock in souty arabia, but that's not a super cycle. A super cycle is driven by a structural rise in demand. Only the world's low income group can create inflation and commodity bull markets. And there is no exception that you cannot find. Me an exception.
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