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Wed Aug 13th 09:44 AM | Rating: 0 0
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The Consumer Driven Commodities Bull

Great article, I think we also need to take into account the effect of wealth effect spending. Many "millionaires&quo... were minted in this multi-year bull run. Many people have now lost their savings in the recent crash. I wonder to what extent this will negatively effect consumption, which you point out to be 37% of GDP.
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