The Commodity Super Cycle Narrative

I think we all have a crazy aunt on Facebook, really mad about egg prices. I'm kind of just struggling to see it because if China is having all this,. like they've got their real estate crisis and trade war that's going to depress their growth in some ways. The Chinese consumer is still not consuming. Despite everything that Xi Jinping has done to try and encourage spending, go out there, do stuff Chinese citizens. They're still sort of sitting on their hand. So when you start to get into the lithium land and all these other things, I start to glaze over and I start to get a little more skeptical. And then here we are like five years later, and

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