The Anti-Grantham

Jeremy Grantham

[credit provider=”GMO”]

Jeremy Grantham’s big new presentation on resource scarcity and the end of cheap commodities is making a huge splash.He presented a bunch of charts to show that a “paradigm” shift in commodities has occurred.

But there is another case.

A March presentation form Stifel Nicolaus’ Barry B. Bannister made the argument that commodities are at the peak of traditional, historical ranges. There hasn’t been a paradigm busting shift just yet.

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permalink=”10-year-growth-rates-for-commodities-are-in-a-slightly-widening-rage-1″
title=”10-year growth rates for commodities are in a slightly widening rage”
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[slide
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title=”5-year growth rates have been in a steady range”
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[slide
permalink=”corn-prices-have-risen-over-time-but-in-orderly-steps-3″
title=”Corn prices have risen over time, but in orderly steps”
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[slide
permalink=”weve-had-oil-moves-like-this-before-4″
title=”We’ve had oil moves like this before”
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[slide
permalink=”now-back-to-the-grantham-case-5″
title=”Now back to the Grantham case”
content=”Click here to see why there’s been a major paradigm shift >
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