A New Commodity Bull Market Must Come With a Weak US Dollar

Emerging markets are responsible for the majority of marginal economic growth and commodity demand growth in the world, since they collectively have a larger population and have far less per-capita commodity usage as a starting point compared to developed markets. Emerging markets also have a lot of dollar-denominated debt, which is lent to them fr

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Want to learn why we need a weaker dollar?

Go to @RealVision and watch macro legends like @RaoulGMI@BittelJulien@AndreasSteno & @Jamie1Coutts discuss this in detail all the time.

My favorites?

1) Raoul Pal & Julien Bittel's latest update youtube.com/live/_7yuo6JRe

2) An all-time classic, The Dollar Milkshake Theory by @SantiagoAuFundyoutube.co... See more

1990’s-2000’s Dollar Spike

During the 1990’s, several emerging markets began to grow substantially, and began taking on dollar-denominated debt while the dollar was comparatively weak.

Meanwhile, the United States enjoyed prosperity from the Baby Boomer demographic bulge in prime working age combined with the dotcom boom and its associated new mega

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