(1) Super, but short. (2) Gold’s message. (3) Industrial commodity prices not so super since 2011. (4) When emerging economies emerged. (5) The best cure for high commodity prices. (6) Margin squeeze. (7) Glencore vs. Caterpillar. (8) Slow global growth is bullish for stocks. (9) OECD’s downbeat outlook. (10) Europe’s malaise. (11) Not much heat in global oil demand. (12) Focus on underweight-rated S&P 500 Energy.
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