Daily Archives: October 6, 2021

Overbuilding and leverage suggest deflationary forces still dominate

After rising 90% from its March 2020 low, the Bloomberg Commodity Spot Index (below), which tracks 23 energy, metals and crop futures contracts, yesterday surpassed its previous all-time (fleeting) highs touched in 2011 and 2008. Oil and gas prices (which … Continue reading

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ReThinkX: why material shortages need not derail a sustainable economy

It can be challenging to imagine the extent and implications of the disruptions currently unfolding simultaneously in our foundational systems of transportation, energy, goods and food production.  Many fear that we will have insufficient resources to make the shift or … Continue reading

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