(1) No shortage of beans. (2) The commodity “super-cycle” wasn’t so super. (3) Old adage from the pits. (4) Message from the commodity pits: Ample supplies and slow global growth. (5) Food and energy inflation heading lower. (6) We still recommend underweighting Energy and Materials. (7) Stronger dollar and weaker commodities tend to tango. (8) Gold’s message. (9) Fewest bears since 1987! (10) From nothing to fear to some things to fear. (11) US is rolling down the highway. (12) Focus on market-weight-rated Autos.
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