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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