The discipline organizing my cross-exam: a commodity supercycle is a capital-spending cycle, and prices historically flatten then collapse when induced supply arrives — 1986 and

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commodity-supercycle / Own what survives the glut

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/p/p-day-20260720-commodity-supercycle-src-commodity-supercycle-discipline-ingest ↗

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2026-07-20T15:24:41.672Z