Revisiting: An end to the Commodities Super Cycle

Posted by Jack Crooks - Black Swan Capital

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The primary driver of this view is the idea the world is still mired in global deflation, despite the growing expectation of an inflationary spike at “any time.” We are not denying the case for inflation, but believe it will take a lot more traction in the developed world economies before it materializes. That could be measured in years.

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