Replies to post #6493 on The Rising Influence of Rising Affluence

[jbog]

From what I see we're on the edge of seeing the commodity markets return to a steady increase.

This seems like it'll be driven by investors rather than end user demand but at this point it doesn't matter.

Maybe the "natural resource" portion of the GDT will finally play out.

[dewophile]

hope so
IO prices are about where they were this time last year and CLF was in the low 70s so even if operationally they are not tip top and expectations for IO are to the downside it still seems cheap