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Commodities - Where Are We Going to Get All This Copper From?
Commodities isn't just metals and oil and gas, is it? There's all other stuff in there, like agricultural goods. And things like softs, things like orange juice, all sorts of commodities. It's one idea that's behind that super cycle thesis that we've had such low investment in commodity infrastructure over the last decade. But partly because of the glut of commodities we had after the financial crisis made profit margin slim.
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