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More than any other sector, commodities are famous for classic "booms" and "busts."
Commodities, of course, have been firmly in "bust mode" since 2011 - six years of ever-cheaper raw materials.
But there's some really compelling evidence that that's changing now. And I'm not alone - Goldman Sachs and PwC are with me here.
But what they won't tell you is how to pull down triple- or even quadruple-digit gains from this monumental shift in a totally despised sector.