We last left off here: follow-the-capital-cycle-as-a-contrarian
Gold and the capital cycle_2 Edward Chancellor discusses the fall-off in supply in precious metals which bodes well for FUTURE profits for miners.
The future turn in oil prices: http://www.resilience.org/stories/2016-01-12/arthur-berman-why-the-price-of-oil-must-rise
Over or mal-investment in the commodity cycle: Commodity Crash due to Monetary Supernova_Stockman
Buy disappointment and sell popularity Don’t do this reflexively but place into context.
Peabody from hero to zero_case_resolution_fictconsulting
FCX_AR_2014 Note the increase in the rapid increase in assets before the stock price collapse. Note the research on how rapid asset growth usually precedes declines in future profitability Robin Greenwood Investment and Ship Prices and asset_growth
