One reason to think the commodity bull is actually still alive inside the secular stock market bear: Commodities trading thrives as equities dive at Marketwatch.
Fundamental to the commodity supercycle is the rise of China: witnessing the birth of a superpower at the Guardian as they suck down the metals per Sprach Analyst. So is the continual currency debasement: Frank Holmes.
Oil being transported by rail has replaced coal by an undetermined degree: Value Plays. Coal fired generation facility’s worth less at Bloomberg. Coal Stands to Lose Even More Following Court Ruling at 24/7 Wall Street.
A Jim Chanos presentation suggesting US shale and iron ore assets are value traps. Scribd