• The big jump in copper…along with the further rise in crude oil…are adding to the questions about how much further inflation will fall…and whether it will start to climb once again.  This has important implications for the bond market…and it’s something the stock market cannot ignore forever. 
  • Everybody keeps talking about the “rotation” within the stock market.  That’s great, but they should be spending more time talking about the “rotation” that is taking place towards the commodity space than they have so far.   
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