Monday, April 15, 2024

Glowlit Update – Baby Boom or Bust

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Last week we looked at the history of commodity supercycles, zooming in on the period immediately after the Industrial Revolution when the price of corn rose at a staggering rate. We looked at the factors underpinning a supercycle using the power of historical hindsight. This week, I want to take a different approach, instead looking at the complex and competing macroeconomic factors at play. That conversation begins with another period in which commodity. . .

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