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When in Doubt, Zoom Out

The Compound and Friends

CHAPTER

The Bearish Commodities Market

The big surprise would be an oil breakout in the second half of the year that not a lot of people are even thinking about. Investors fund managers are the most bearish commodity since crude oil is trading below zero several years back. I think investors are leading commodities for dead, and you were starting to see this tick up a little bit. If we're above 41, which right now around those levels below 40, it's going to be messy. This is a fact that doesn't suck.

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