(1) No more buzz about commodity super-cycle. (2) China’s super-cycle may be petering out. (3) The best cure for high commodity prices. (4) CRB spot index falling. (5) Capacity expansion. (6) Remember the Baltic Dry Index? (7) Bumper crops in US and China too. (8) US & Canada out-produce Saudi Arabia. (9) Heavy metals weighing on prices. (10) The dollar is weighing on commodity prices too. (11) Chinese government not rushing to stimulate. (12) Super-cycle in Age Wave suggests low inflation and bond yields for many more years.
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