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The Commodity Super Cycle: A Sign of Weakness
Andreas Meissner: It's a sign of weakness that we see these attempts to try and contain supply right about every corner of the commodity space. If you look at the whole GSS GSCI basket of commodities, I think less than one third of them are up on the month. He says even if you have a long term view on commodities, the cycle can still work pretty much against you.