(1) A eulogy for the commodity super-cycle. (2) A relatively short one. (3) Old saying in the pits. (4) Unstable disequilibrium in commodity markets. (5) Oil’s zero-sum game. (6) Capital markets rather than banks absorbing the pain. (7) Adjusting commodity prices for strong dollar. (8) Lots of lackluster global economic indicators. (9) China’s trade data: More of the same. (10) Consumers less charged up.
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