大宗商品,相对于股票处于历史低位,这是大宗商品超级周期的十年吗?在接下来的24到36个月内经济衰退结束后,它们将成为人们大力买入的对象,而“超级周期”已从流行的叙述中消失。Commodities relative to equities is at historically low levels. Is this the decade for a commodities Super Cycle? They'll be a buy with both hands after the recession comes through in the next 24-36 months, and "Super Cycle" has been erased from the popular narrative. https://pbs.twimg.com/media/F_a_C2UbcAA-yZe.jpg