I’ve always liked reading Donald Coxe when I get a chance.He wrote for BMO for a long time, and always had a good big picture perspective on commodities.It’s a more macro, long term view than I use to trade, but he’s got illuminating insights.So I was happy to come across the transcript of a recording of his from February 6. In it, he discusses his views on the direction of commodity prices. I’ve been wondering when the bust cycle is going to run its course; you can read his thoughts here.

Hat tip: Investment Postcards from Cape Town.


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commodities, macro cycle

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