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Luskin: Commodity run ended with Bin Laden

Posted on 20 June 2013

The more-than-decade-long surge in commodities since the tech bubble burst actually ended about two years ago with the killing of Osama bin Laden, according to Donald Luskin, an economist and chief investment officer of TrendMacro, a macroeconomic research firm.
Fresh and sure to be rejected by those who see the rise of the emerging markets as lasting fuel for the commodities boom, Luskin this week offered attendees of IndexUniverse’s second annual Inside Indexing conference his views on how profoundly and fundamentally geopolitics affect financial markets………………………………………..Full Article: Source


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