The Analyst Calling The End Of The Commodity Boom Has Made One Spectacularly Timed Call You Need To Know About

The big news in the world of Wall Street calls today was Citi's Edward Morse calling the end of the commodity Super-Cycle. The argument, basically, is that the age of investment-led Chinese growth is over (giving the way to household consumption-led growth) and that this shift would have a profound negative impact on the rate of demand growth in all sorts of industrial commodities. Add in booming...