MJ COMMENT

Boom or no boom

I, like many I expect, spend too much time trying to figure out where exactly we are in the commodities cycle. We are, or were, undoubtedly on the way up until fairly recently, but have we now merely stalled before the next surge higher or have we peaked ahead of another trough?

 Investors are backing commodity prices to come back and equities to rise on the tide

Investors are backing commodity prices to come back and equities to rise on the tide

A trough, by the way, could be nothing like the chasm into which we were dropped in 2013, but it could be emotionally difficult for many to bear on the back of that past experience.   My latest window...

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