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Notes from Underground - Are we in a Commodity Super Cycle?

By Darren Atwater | Sunday 4 August 2019


 


This week is another chart, from Visual Capitalist, on commodity trends, for what it is worth. Are we in a new Supercycle?

 

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The most-read non-Tom article was Notes from Underground - Opti, Gold, a Grego short, Woodford, and Atlantic Carbon by me at a fantastic number seven or number 14 if you include Bearcasts. Explain that how you will.
 
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Our top 10 most-read stories this week were:

  1. FREE Podcast: ShareProphets Radio Edition THREE with Tom Winnifrith
  2. FREE Podcast: ShareProphets Radio Edition TWO with Tom Winnifrith
  3. Updated # 2- SVS Securities shutting down
  4. BREAKING – Rob Terry walks away from public life – did the SFO pounce on the Quindell fraudster last week?
  5. Big Dish exposed as complely shamesless fecking liars – full year numbers out
  6. You could not make it up – look who is sponsoring the crony capitalist beanfeast that is the AIM Awards
  7. Notes from Underground - Opti, Gold, a Grego short, Woodford, and Atlantic Carbon
  8. BREAKING: Woodford Equity Income Fund – gating to last into December at least, according to Link
  9. Four shockers you were warned about – Aston Martin Lagonda, Dignity, Intu and St James's Place...
  10. Goals Soccer Centres – the scale of the fraud starts to emerge, staff must surely face jail time

The most-listened to Bearcasts this week were:

  1. Tom Winnifrith Bearcast: the death of Brian Conlon of First Derivatives
  2. Tom Winnifrith Bearcast: Jim Mellon's cultured pork sausage and Neil Woodford's porky pies
  3. Tom Winnifrith Bearcast - could Aston Martin go bust?
  4. Tom Winnifrith Bearcast: On the nature of fraud, the demise of spiv broker SVS, Versarien and other sordid matters
  5. Tom Winnifrith Bearcast - ouzo time thanks to St James House
  6. Tom Winnifrith Bearcast: Focussing on shysters - SVS, Frontera & the Woodford Empire
  7. Tom Winnifrith Bearcast: Why Monkey must resist temptation so much, part 2
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