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From http://www.venerosoassociates.net/

http://www.venerosoassociates.net/Part%20I%20II%20Worldbank%20Presentation%205607.pdf

Quite an original view. I don't find the oil part convincing and this casts a shadow on the rest which is, well, unconventional to say the least (on LME, hedge funds and metals).

Nice very long run commodity price curves.

by Laurent GUERBY on Mon Jul 16th, 2007 at 04:03:54 PM EST

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