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Charted: Commodities vs Equity Valuations (1970–2023)
Graph: What is a Commodity Supercycle?
May 19, 2023
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Charted: Commodities vs Equity Valuations (1970–2023)
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Founders: JPM's Return of The Oil Supercycle
We will be doing our own take on the attached report.. but thought best to get this to you before weekend unwinding commences. Cheers You know the…
Sep 22, 2023
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Founders: JPM's Return of The Oil Supercycle
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Weekly Part I: Goldman Sets Table for the Next Bull Market Leg
The Commodities Supercycle Unpacked
Aug 13, 2022
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Weekly Part I: Goldman Sets Table for the Next Bull Market Leg
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MUST READ: Unpacking Goldman's Supercycle Report for 2023
It’s not our first time at this rodeo…
Dec 16, 2022
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MUST READ: Unpacking Goldman's Supercycle Report for 2023
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Founders:
Founders
Jan 5
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Founders:
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Zoltan Interview: "You basically see a commodity supercycle in embryonic form"
Commodity Super-cycle Explained
Apr 19, 2023
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and
brynne kelly
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Zoltan Interview: "You basically see a commodity supercycle in embryonic form"
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JPM Takes Goldman's SuperCycle Narrative and Runs with it
Full report
Sep 23, 2023
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JPM Takes Goldman's SuperCycle Narrative and Runs with it
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Founders Only
Founders only
Dec 28, 2022
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Founders Only
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Founders: More Oil
Housekeeping: In case you are wondering. We purchase at full price a premium ZH account for each Founder we add. So once in a while we send a good ZH…
Sep 6, 2023
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Founders: More Oil
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Founders: Does Powell Want Harris to Win?
Founders
Aug 26
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Founders: Does Powell Want Harris to Win?
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Buffet's Silver Squeeze Explained-Understanding Spreads Part 2
Founders MasterClass.
Nov 12, 2021
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Buffet's Silver Squeeze Explained-Understanding Spreads Part 2
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CFTC voice note.
Founders. ..
Jun 2
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CFTC voice note.
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