#Supercycle

tadzio_mueller

MuellerTadzio

Until 2050 we'll likely see "a #supercycle in investments in 'clean' energy infrastructure, 'clean' transportation & everything that's required for the '#green' transition."There's so much b

Variant Perception Research

VrntPerception

THE NEXT COMMODITY SUPERCYCLESpecial Report: http://vrnt.co/mmodity_supercycle We are on the cusp of a new commodity supercycle 3 big drivers of this supercycle:1. Monetary-policy dominance is over, highest inflation risks since

CryptoCribz

CCribz

1/5 Thread on supercycle & adoptionI could be completely wrong, but i'm seeing a supercycle occuring now.Some people say 'i'm cautious because an old friend asks me about #Crypto', but

Albert Pinto

70sBachchan

This is the plan for the mother of all booms in the 2020's, right @policytensor @JWMason1? Central Banks bankroll the green transition by providing a public back-stop.https://policytensor.com/2019/06/24/financing-the-green-new-deal/ htt

Michael Pettis

michaelxpettis

1/5I wonder if they've thought through the systemic implications. Given China's disproportionate share of demand (50% or more of global production of major industrial metals, for example), to predict a

Dan Held

danheld

1/ Why Bitcoin may be going through a "Supercycle"This time is different: COVID, Gold 2.0 narrative, institutional herd, and ease of use have set a new stage. Instead of a

Romit Mehta

romitme

China led the global recovery out of the 2008 crisis and helped power a commodity supercycle. I was curious about if something similar could happen in the wake of COVID.

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