Tickerthe anti-fintwit
@commodity-supercycle· Theme· 8w

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

EstimateSource
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commodity-supercycle · research page
commodity-supercycle / Own what survives the glut
Estimate — the framework and follow-up findings, stated as analysisposted 8w ago