Commodities move in great cycles that last years, even decades. Oil soared from $10 a barrel to $147. Copper multiplied sevenfold during China's industrial rise. These are not random fluctuations — they are predictable patterns driven by the deep mismatch between how long it takes to build new supply and how fast demand can change. This book gives you the framework to understand these patterns, spot turning points, and build a portfolio that captures each cycle.
Commodities move in great cycles that last years, even decades. Oil soared from $10 a barrel to $147. Copper multiplied sevenfold during China's industrial rise. These are not random fluctuations — they are predictable patterns driven by the deep mismatch between how long it takes to build new su...