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Goldman’s Jeff Currie: It’s a Commodities Supercycle, and We Still Haven’t Hit Max Pain
Odd Lots
Is There a Trifecta That Predates Covid?
The underlying picture is far more bullish than what wed expected nine months ago. The drivers of it are pretty much in line exactly what we thought, just in a much larger degree than what we toght yet. We see a lot of upside risks from these price levels, which are far greater than the price levels we were forecasting when we spokeas you know, nine month ago.
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