Commodity Bubble Popped?

The commodity bubble might have popped. (Thanks to Gary North for calling it.)
See this Bloomberg story.

I am still not fully convinced it has popped, but it might have.
Oil might still aim for a new record, even without war with Iran.

I now recommend shorting commodity stocks, except for oil, silver and gold stocks.
Oil, silver and gold are all different with their special unique factors.
There is still some time, investigate to find your shorting targets.

The US dollar is on it’s way down.
Short companies that sell commodities in USD prices while being located in high cost and overvalued currency regions.
The Euro is overvalued and seems to continue being so.
Short European commodities manufacturers selling their products in US dollars.
Like Finnish paper producers.

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