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When in Doubt, Zoom Out
The Compound and Friends
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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