| Even as most of the illusions that defined the global economic boom of the last decade have faded, the assumption that commodity prices will continue to rise over a prolonged period still has the power to capture investor imagination even after the latest correction.
I call this illusion, commodity.com. It has some striking similarities to the dotcom mania for tech stocks that gripped the world a decade ago. At the height of the dotcom era, tech stocks were drawing 30% of all the money invested in global equity markets..............................................Full Article: Source
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