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China IS commodities and it’s going to break ’em ALL

September 21, 2021 - 09:00 -- Admin

When will China relent on its economic reform program around property developers? When will it stimulate? My answers are not yet and don’t hold your breath. Why? Let me show you two charts. The first nicely captures the extreme bullshit being peddled by Wall Street about a new commodities supercycle. Note that the trigger is

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