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Russell Clark's avatar

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Is it possible that the commodities and associated stocks with the best fundamentals in a world of scarce competition for investor dollars simply received all the money and positioning was so extended that the subsequent massive selloff ensued when the first potential crack appeared in demand? That’s how I’ve been looking at it FWIW

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Russell Clark's avatar

This would be in line with many sell-offs that we have seen like this in the last 10 years or so

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