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4min chapter
Goldman’s Jeff Currie: It’s a Commodities Supercycle, and We Still Haven’t Hit Max Pain
Odd Lots
Oil Prices Go Up to 83, 84 Dollar Barrel a Day
Investors have had enough of companies that failed to deliver good returns over the last five to ten years. There's no evidence of big increases in capeks drilling, greenfield capeks in in metals, or ina, new acregin agriculture. The redistribution story is much broad based around the world than what we initially thought. And then finally, just point on, you know, about the call it d globalization. I like to arguet king problem in the us. Exemplifies the problems around dglobilization.
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