Thursday, March 21, 2013

Black Swan Capital: Commodities and their cycles revisited

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Revisiting: An end to the Commodities Super Cycle

In our 
Global Investor monthly newsletter, back in November, 2012, we laid out the case for an end in the commodities super cycle.  (See pages 4-8)  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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