China hope and hype driving commodity prices–mean reversion due

Good discussion (I missed this at the end of September).  The same speculative forces drove prices far above fundamentals in 2007-08 and 2010-11 before they collapsed.  We are there again.

Leland Miller, China Beige Book International CEO, provides insight into China’s economy.  Here is a direct video link.

China Beige Book CEO: Markets missing two big China trends from CNBC.

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