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(Click for frequent words.) 66 commodity supercycle 64 commodities supercycle 63 cyclical upswing 61 cyclical bull 57 Kondratieff winter 56 Kondratieff 55 Muddle Through Economy 54 mean reversion 54 goldilocks economy 54 reflation 53 cyclical upturn 53 superspike 52 cyclical 52 reflation trade 52 decoupling theory 52 asset reflation 51 decoupling thesis 51 Kondratieff cycle 51 cyclical downswing 51 financialisation 51 Chimerica 51 Goldilocks scenario 51 upcycle 51 Great Unwind 50 Chindia 50 financialization 50 permabears 50 Sonders 50 Antoine van Agtmael 50 perma bull 50 Mr. Zyblock 49 permabulls 49 Great Moderation 49 Kondratieff Winter 49 industrialising economies 49 recoupling 49 agflation 49 Hyman Minsky 49 hypergrowth 49 Cyclically 49 countertrend rally 49 risk-on/risk-off 49 analyst Arjun Murti 49 perma bears 49 dehedging 49 greenshoots 49 stagflation lite 49 inflationists 49 Ingrid Sternby 49 speculative bubble 49 Bric economies 49 inverted curve 49 JESSICA CROSS 49 barbarous relic 48 Stagflation 48 deflationary cycle 48 relative outperformance 48 rerating 48 curve inversion 48 Arbeter 48 RUDI VAN DER MERWE 48 Hubbert Peak 48 outperformance 48 uptrend 48 trending sideways 48 Steven Leer Arch 48 acronym BRIC 48 Darren Heathcote 48 intermediate downtrend 48 Nader Naeimi 48 countertrend 48 headfake 48 Mr Lawcock 47 Klapwijk 47 GEOFF CANDY 47 bullish undertone 47 Eslake 47 RBCCM 47 Bart Melek 47 commodity prices 47 goldilocks 47 perma bear 47 seaborne thermal 47 Murenbeeld 47 market economies EMEs 47 fundamentals underpinning 47 Jon Bergtheil 47 Debt Supercycle 47 Hubbert Curve 47 irrationally exuberant 47 bullish 47 punctuated equilibrium 47 cyclical upturns 47 deleveraging 47 deflationary 47 expansionary monetary policies 47 cyclical downturn 47 Bob Prechter 47 toppish 47 perma bulls 47 Byron Wien 47 Bric nations 47 Supercycle 46 Charles Kernot 46 deflationary depression 46 undulating plateau 46 Liinamaa 46 monetary tightening cycle 46 reflationary 46 Don Coxe 46 yield curve inversion 46 irrational exuberance 46 yield curve inverting 46 Zach Karabell 46 Neil Dougall 46 accomodative monetary policy 46 technically overbought 46 Disinflation 46 disinflation 46 financialized 46 upleg 46 Hinsdale Nolte 46 analyst David Thurtell 46 Daniel Brebner 46 intermediate uptrend 46 Lambregts 46 disinflationary 46 lurch downwards 46 TGR Are 45 downward correction 45 bullishness 45 tightening cycle 45 Warwick Grigor 45 Tobias Merath head 45 deglobalization 45 BRIC economies 45 cyclicals 45 BRICs Brazil 45 Brics 45 Andrey Kryuchenkov analyst 45 term upcycle 45 upmoves 45 bull 45 Leon Westgate 45 liquidity sloshing 45 MAX KING 45 GSJB Were 45 notoriously cyclical 45 MF Global Meir 45 troughed 45 choppy sideways 45 Savanth Sebastian 45 stagflation 45 inflection point 45 Valuation Informed Indexing 45 Suki Cooper precious metals 45 accommodative monetary policies 45 decoupling 45 Barisheff 45 Hitesh Agrawal head 45 Minsky Moment 45 EMs 45 downtrend 45 IMF Lipsky 45 Steve Sjuggerud 45 LME trader 45 goldbugs 45 Deleveraging 45 V' shaped recovery 45 ANDILE MAZWAI 45 BRICs 45 bubble bursting 45 Nimit Khamar analyst 45 dot.com bubble 45 Macquarie Equities client 45 deflationist 44 irrational pessimism 44 tailwinds 44 Battellino 44 curve steepening 44 snapback rally 44 stagflationary 44 bearish undertone 44 RESOURCE INVESTOR 44 Sebastien Barbe analyst 44 boom 44 BRIC acronym 44 expansionary 44 David Thurtell metals 44 Evy Hambro 44 Sudakshina Unnikrishnan 44 BlackRock Doll 44 gloomsters 44 Barbara Lambrecht 44 depressionary 44 Dannesboe 44 Mr Cavenagh 44 neo classical economics 44 noninflationary 44 Mr Koukoulas 44 cyclical trough 44 Hubbert curve 44 declinist 44 Fat Prophets 44 permabear 44 Ambareesh Baliga 44 BRUCE MAIN 44 DAVID SHAPIRO Yes 44 termism 44 monetary debasement 44 Simpfendorfer 44 Lakshman Achuthan 44 Bada bing bada 44 Yingxi Yu 44 monetary tightening 44 Amrita Sen 44 Zyblock 44 Slubicki 44 toppy 44 #-#/bbl [002] 44 Dr Lawcock 44 Mr Lakos 44 Keith Fitz Gerald 44 RMB revaluation 44 Muddle Through 44 shakeouts 44 Directionally 44 shakeout 44 overbought technicals 44 Peter Grandich 43 delevering 43 Perez Santalla 43 PE ratios 43 intermediate uptrends 43 inflexion point 43 QE3 43 seaborne coal 43 underlying fundamentals 43 inflationary spiral 43 upward bias 43 Matt Buckland trader 43 Dot.com bubble 43 grossly oversold 43 Andre Perfeito 43 Irrational exuberance 43 malinvestment 43 Tatsuo Kageyama 43 inflationist 43 relative underperformance 43 BOBBY GODSELL 43 Stephen Leeb 43 reflating 43 Speculative buying 43 SHANE OLIVER 43 underowned 43 Jim Chanos 43 Nick Chamie head 43 undemanding valuations 43 Slusiewicz 43 Jeroen van den Broek 43 Molke Leth 43 USD #-#/bbl [001] 43 TEOTWAWKI 43 Mr. Kelertas 43 renminbi revaluation 43 GARTH MACKENZIE 43 Duncan Artus 43 uplegs 43 PE multiples 43 CRB Index ratio 43 Barton Biggs 43 structural undersupply 43 largecap stocks 43 Kedrosky 43 bubble 43 Patricia Croft 43 Puru Saxena 43 gro wth 43 PAT DAVIES 43 Adrian Mowat 43 megatrend 43 Commodity Strategist 43 currency debasement 43 Anthropocene 43 rate sensitives 43 Kamal Naqvi 43 La Nina pattern 43 downcycle 43 Robin Bhar 43 GARTH MACKENZIE Yes 43 equities Andrew Sekely 43 Yingxi Yu precious metals 43 RBCCM analysts 43 Stephen Bartrop 43 yield curve inverts 43 uridashi issuance 43 analyst Leon Esterhuizen 43 commodity 43 Angus MacMillan 43 Pedro Galdi 43 Roubini 43 Izanagi boom 43 GaveKal 43 Nedoss 43 HUI NEM XAU 43 steep yield curve 43 QE quantitative easing 43 macroeconomically 43 virtuous cycle 43 Prior Wandesforde 43 John Clemmow 43 exogenous shock 42 Michael Shillaker 42 Edel Tully 42 Mr Leppinus 42 Barclays Capital analyst Sudakshina 42 wild gyrations 42 inflationary 42 destocking 42 Mr. Cieszynski 42 curve flattening 42 RALPH HAVENSTEIN 42 ascending triangle 42 MICHAEL POWER 42 declinism 42 PARIS ResourceInvestor.com 42 deflationary trap 42 Commonwealth Thurtell 42 Rajen Shah chief 42 downcycles 42 Stefan Graber 42 Marshall Auerback 42 Templeton Mobius 42 inverted yield curve 42 Vincent Delisle 42 CEES BRUGGEMANS 42 term downcycle 42 Market Vectors Coal 42 Jennifer Dowty 42 Jeffrey Saut 42 Robert Prechter 42 disinflationary forces 42 Ezrati 42 CLIVE THOMSON 42 largecap universe 42 Clive Maund 42 fiscal soundness dampens 42 BARRY SERGEANT Yes 42 Eliane Tanner 42 strategist Gerard Minack 42 deflationists 42 Darren Winder 42 convexity hedging 42 PoliGrip denture cream 42 analyst Amrita Sen 42 Great Reflation 42 geopolitical instabilities 42 Suki Cooper 42 CMC Markets dealer 42 Yingxi Yu analyst 42 expansionary monetary policy 42 Tom Pawlicki precious metals 42 commodities 42 socionomics 42 barbaric relic 42 TGR 42 DAVID SHAPIRO Alec 42 Suki Cooper analyst 42 Gerhard Schwarz head 42 derisked 42 Rob Montefusco trader 42 USD #/bbl [002] 42 Great Divergence 42 Giulietta Talevi 42 CHRIS HART 42 selloff 42 Ridham Desai 42 Wrzesniok Rossbach 42 Callum Henderson 42 Mr Wacher 42 Dean Curnutt president 42 Sornette 42 bubblicious 42 analyst Robin Bhar 42 SEMADI MOTAU 42 portfolio diversifier 42 autocatalyst demand 42 Yingxi Yu Singapore 42 bearishness 42 dotcom bubble 42 Josh Feinman 42 Manik Narain 42 steady upward trajectory 42 CHIP GOODYEAR 42 Jesper Dannesboe senior 42 BRIC nations 42 Kitco Nadler 42 FII flows 42 industrialising nations 42 Mickey Fulp 42 JOHANNESBURG Mineweb.com 42 Matthew Zeman 42 Patricia Mohr 42 upmove 42 uptrends 42 Halmarick 42 Sectorally 42 Lord Keynes 42 trendless 42 JACQUES DU TOIT 42 Joanne Itow 42 analyst Glyn Lawcock 42 attractive valuations 42 Rosland Capital 42 Sindesar Khurd mine 42 alloying metal 42 Robin Bhar metals 42 Rinnen 41 Sternby 41 peak oilers 41 Binky Chadha 41 Mr Barbetti 41 Inflated Expectations 41 Birinyi 41 Dave Meger 41 autocatalyst metal 41 seaborne metallurgical coal 41 Catherine Virga base 41 freaking doomed 41 Philip Klapwijk chairman 41 IMTIAZ AHMED 41 speculative froth 41 stockbuilding 41 macroeconomic fundamentals 41 Eric Bjorgen 41 Irrational Exuberance 41 recessions 41 Peter Grandich editor 41 Matt Buckland 41 GORDON MILLER 41 Bric Brazil 41 Chinese antiship missile 41 contractionary 41 ERIKA VAN DER MERWE 41 Briesemann 41 overinvestment 41 Houlie 41 Convertible arbitrage funds 41 emerging economies 41 AUD CAD 41 Brait economist Colen Garrow 41 gloomy prognostications 41 Jeff Saut 41 Chakrabortti 41 Bum Bot reputation 41 #/ounce [002] 41 Glencore Xstrata 41 Deflationary pressures 41 Juliette Saly 41 #Mtpa [001] 41 Hou Xinqiang 41 ALAN KOHLER 41 doomsdayers 41 HUI upleg 41 Reflation 41 Draaisma 41 Lakshman Achuthan managing 41 deflationary tendencies 41 Blackstein 41 analyst Hussein Allidina 41 contra cyclical 41 Patrick Chidley 41 Frederic Panizzutti metals 41 Trennert 41 Ankrim 41 Elna Moolman 41 industrialization 41 neo classical endogenous 41 disinflationary pressures 41 Richard Jerram 41 GRAHAM BRIGGS 41 Kathleen Stephansen director 41 Monetarism 41 Little Ice Age 41 liquids CTL 41 Brad Setser 41 Deseglise 41 intermediate downtrends 41 BARRY SERGEANT Well 41 KOOS BEKKER 41 inelasticity 41 profittaking 41 strategist Teun Draaisma 41 overbought 41 curve flatteners 41 BofAML 41 bearish engulfing candlestick pattern 41 Authers 41 Great Contraction 41 Gryffon Investment Advisors 41 bearish engulfing candle 41 Savanth Sebastion 41 imperial overstretch 41 Raamdeo Agrawal 41 plateauing 41 milder recessions 41 Vibhav Kapoor 41 DiGeorgia 41 cyclically 41 HUI chart 41 consolidative phase 41 Dan Greenhaus 41 self equilibrating 41 WAYNE McCURRIE Yes 41 Claire Dissaux 41 Robert Gottliebsen 41 LME stockpiles 41 Jevons Paradox 41 HSBC Prior Wandesforde 41 selldowns 41 relatively inelastic 41 Stephen Malyon currency 41 uninvestable 41 cyclically sensitive 41 Geisst 41 Jens Nordvig currency 41 vegoil 41 tightening monetary 41 Brayan Lai credit 41 USEconomic 41 speculative longs 41 LME MORNING 41 Intersuisse 41 economist Hyman Minsky 41 finite resource 41 ZIRP 41 Glencore IPO 41 Robin Bhar analyst 41 Siddharth Rajeev 41 stockmarkets 41 heightened risk aversion 41 Fullermoney 41 Yetsenga 41 Kokkie Kooyman 41 backwardated 41 negative divergences 41 shale gale 41 Jon Hykawy 40 analyst Sudakshina Unnikrishnan 40 Deepak Mohoni 40 WAYNE McCURRIE Well 40 Clyde Wardle 40 developmentalism 40 Mayan calendar ends 40 Attractive valuations 40 Kondratieff Wave 40 Backwardation 40 brokerage OptionsXpress Inc. 40 Merryn Somerset Webb 40 stagflationary environment 40 overleveraging 40 derisking 40 Mohoni 40 DENNIS DYKES 40 exhaustible 40 Teun Draaisma 40 upturn 40 volatility 40 pessimistic Emori 40 alumina aluminum 40 Grandich 40 Fundamental indexing 40 Helen Henton head 40 recessionary tendencies 40 chrome manganese 40 Lee Jae mahn 40 structural readjustment 40 multipolarity 40 Mr Redican 40 Ebullio 40 Tracy T. Lefteroff 40 Jeremy Sussman 40 Still Gerasimowicz 40 James Montier 40 Wolfgang Wrzesniok Rossbach 40 steepening 40 doomsters 40 equities 40 Ashwani Gujral Market 40 Cambrian explosion 40 Thina Saltvedt 40 steepening yield 40 Inflationary fears 40 industrialising 40 multidecade 40 drift downwards 40 flation 40 geopolitical instability 40 futures closeout 40 Cleve Rueckert 40 recessionary 40 hedge fund liquidations 40 ascending wedge 40 refi boom 40 Philip Borkin 40 GRAEME KÖRNER 40 midcap smallcap 40 Kathleen Camilli 40 Justin Smirk senior 40 Grand Supercycle 40 CHRIS BUCHANAN 40 Cleveland Rueckert 40 Brian G. Belski 40 Cleve Rueckert strategist 40 inextricably interlinked 40 unwinding 40 Jeremy Batstone 40 Devina Mehra 40 ungeared balance sheet 40 Firmer commodity 40 COMEX GOLD 40 survey compiler Markit 40 housing bubble 40 Bittles 40 Stefan Worrall 40 outstrip supply 40 re flation 40 steepener 40 Geopolitical tension 40 manganese alloy 40 Mike Shedlock 40 Hisaaki Tasaka 40 ANZ Pervan 40 Marc Faber 40 Steven Wieting 40 moly 40 Thayser 40 Sukhani 40 Prakash Gaba 40 ALI MOORE 40 speculative fervor 40 Mean reversion 40 SIMON MARAIS 40 steelmaking raw materials 40 diversifieds 40 chief economist Raghuram 40 symmetrical triangle 40 HUBERT BRODY 40 runups 40 Bruce Kasman 40 reces sion 40 reflated 40 strategist Tobias Levkovich 40 RSI oscillator 40 DELPHINE GOVENDER 40 sharp selloff 40 Tjornehoj 40 parabolic 40 yuan revaluation 40 IAN COCKERILL 40 decarbonized 40 P Es 40 Mehul Agrawal 40 bullish ascending triangle 40 doldrum 40 Ron Muhlenkamp 40 upturns 40 Dow Theorist 40 Paul Chertkow 40 WAYNE McCURRIE Ja 40 acronym BRICs 40 Daniel Yergin chairman 40 Ample liquidity 40 CARL GRIM 40 Laszlo Birinyi 40 Jason Bonanca currency 40 non tradeables 40 fundamentals 40 Mr Hanlan 40 Altucher 40 trader Rob Montefusco 40 snapback 40 Daily Reckoning PRESENTS 40 Orin Middleton 40 Barcap 40 Mr Serebriakov 40 PINE PIENAAR 40 Kryuchenkov 40 iron ore coking coal 40 Christine Callies 40 double dip 40 Henk Potts strategist 40 Koesterich 40 Cannae Capital 40 economist Tushar Poddar 40 bearish 40 accommodative monetary policy 40 rupee depreciating 40 emerging markets 40 Catherine Virga 40 Freeport McMoRan FCX 40 laterite nickel 40 2/lb 40 analyst Suki Cooper 40 WAYNE MCCURRIE 40 Bache Financial 40 megatrends 40 relocalization 40 Rhona O'Connell 40 accommodative monetary 40 bottoming 40 recession 40 FIIs inflows 40 Larry Edelson 39 Villarzu 39 corrective pullback 39 BRIC Brazil 39 upward sloping 39 Mr McColough 39 attractively valued 39 inverted yield 39 Steven Daghlian 39 Ferdi Heyneke 39 Nas Nijjar 39 reinflation 39 Mike Lenhoff 39 Aldo Mazzaferro 39 hyperinflationary 39 incipient recovery 39 Mike Lenhoff strategist 39 el Nino 39 Prof Roubini 39 Guy Adami 39 Keynesian stimulus 39 BRIC countries 39 strategist Sue Trinh 39 reaccelerate 39 reacceleration 39 Cyclical sectors 39 autocatalyst 39 Lucy Bethell 39 Kim Catechis 39 flat yield curve 39 reflexivity 39 Janjuah 39 Kitco Metals Inc. 39 Naganath 39 Bullishness 39 Jesper Dannesboe 39 Summary Box Metals 39 Philipp Baertschi 39 Darren Heathcote head 39 Eric Sprott 39 economist Joseph Brusuelas 39 BRIC 39 ECB hawkishness 39 dovish FOMC 39 Ascending Triangle 39 Sandeep Shenoy strategist 39 macro headwinds 39 Hargreaves Lansdown stockbrokers 39 Ricardian 39 Bob Cunneen 39 disinflationary trend 39 dotcom mania 39 contrarians 39 dishoarding 39 Akira Takei fund 39 Mr. Calaycay 39 abiogenesis 39 monetarism 39 evolving multipolar 39 tightly correlated 39 Slackening 39 Merger mania 39 renaissance 39 Manqoba Madinane 39 Freeport McMoran FCX 39 stochastic indicator 39 Laura Dekker ambition 39 GBP AUD 39 Haber Bosch 39 deflation 39 growthy 39 hyperinflationary depression 39 Toby Hassall commodity 39 quantitative easing QE2 39 steepening yield curve 39 comparably priced greener 39 HUGO NELSON 39 Kenji Arata 39 Ian Filderman 39 trader Christopher Bellew 39 com bubble 39 Tad Philipp 39 Takuji Aida senior 39 WNS ADS 39 Larry Wachtel 39 Michel Kerjan 39 bubble deflates 39 Kerkovius 39 Dilip Bhat 39 malinvestments 39 CHARLES NEEDHAM 39 Matt Wacher 39 V shaped 39 rebalancing 39 Brockhouse Cooper 39 Tom Gidley Kitchin 39 upward sloping curve 39 Flu pandemics 39 Investec economist Kgotso 39 Gerard Minack 39 analyst Aldo Mazzaferro 39 Disintermediation 39 BYRON KENNEDY 39 relative underperformer 39 Gene McGillian 39 Carsten Fritsch analyst 39 3/lb 39 Liz Ann Sonders 39 TheBullionDesk.com analyst 39 Ed Bugos 39 Huw McKay 39 Nassim Taleb 39 Joseph Schumpeter 39 Don Straszheim 39 releveraging 39 expansionary monetary 39 FII inflows 39 Rubinomics 39 Edward Meir analyst 39 Rafdi Prima 39 Tobias Merath 39 Elaine Garzarelli 39 Guillaume Duchesne 39 Lysle Brinker 39 multi decadal signal 39 Tradewinds NWQ specializing 39 Great Awakening 39 HOYE 39 Daryl Guppy 39 WAYNE McCURRIE 39 tulip mania 39 IMM FX 39 autarky 39 GLD ETF 39 multidecadal 39 Tobias Levkovich 39 rapidly industrialising 39 NEAL FRONEMAN 39 Rakesh Rawal head 39 Eugen Weinberg commodity 39 #dma [001] 39 Shareholder activism 39 Uri Landesman head 39 Sacha Tihanyi 39 multiple equilibria 39 seaborne thermal coal 39 Tut tchotchkes 39 BRUCE WHITFIELD 39 USD #-#/bbl [002] 39 overvalued 39 PETER MAJOR Well 39 NEAL WOOLRICH 39 Mr Foulsham 39 Baygun 39 Peabody BTU 39 Frederik Ducrozet 39 Pierre Lassonde 39 hyperinflations 39 Julian Jessop 39 overbought territory 39 Mr. Hallbauer 39 cyclic 39 Weres 39 asset bubbles 39 Hiroyuki Kitakata 39 Kelmon 39 fledgling Arpanet network 39 Cúram Enterprise 39 sustained FII inflows 39 Nadler Nuggets 39 dip recession 39 Great Recession 39 Ben Westmore 39 inflationistas 39 Wattret 39 Kuijs 39 stockmarket 39 noninflationary growth 39 speculative frenzies 39 Baumohl 39 Terushi Hirotama head 39 Prosperity Dispatch 39 economist Brian Redican 39 Rainer Sartoris 39 Snowball Earth 39 renminbi appreciation 39 analyst Daniel Briesemann 39 diversifying geographically 39 LVW 39 Katsenelson 39 CMC Markets trader 39 Roger Cursley UK 39 MARK WELLESLEY WOOD 39 dot.com era 39 Nordvig 39 economist Richard Jerram 39 StreetTRACKS Gold Trust 39 Hayekian 39 tighter monetary 39 Jayesh Shroff fund 39 premiumisation 39 Joseph Zock 39 CHRIS GILMOUR 39 shale basins 39 Mark Pervan ANZ 39 intermarket relationships 39 monetarists 39 Calyon Wittner 39 analyst Yingxi Yu 39 pe ratios 39 Joachim Fels 39 Afrifocus Securities 39 underconsumption 39 analyst Pradeep Unni 39 Ryo Hino 39 diagonal triangle 39 diversifiers 39 Donald Coxe 39 diversification 39 Sangeeta Purushottam 39 Ashwani Gujral 38 Mr Bagrie 38 terraforming Mars 38 RPT GLOBAL MARKETS WEEKAHEAD 38 Dines Letter 38 Hubbes 38 DAVID SHAPIRO Ja 38 forecaster BIS Shrapnel 38 van Agtmael 38 Norman Fosback 38 Eugen Weinberg commodities 38 chartist 38 Dita Bronicki 38 THEO VORSTER Yes 38 John Biccard 38 GENERAL ATLANTIC 38 strategist Edel Tully 38 drift sideways 38 contrarian 38 Raschkowan 38 #/barrel [001] 38 trader Michael Blumenroth 38 About Bannerman Bannerman 38 Brett Le Mesurier 38 speculative excesses 38 economist Julian Jessop 38 Combinatorics Capital 38 Noah Blackstein 38 analyst Victor Lazarovici 38 DAVID SHAPIRO Well 38 hedge fund redemptions 38 Heightened volatility 38 richly valued 38 #.#/lb molybdenum 38 Roehmeyer 38 Editor Manisha Gupta 38 slumbering giant 38 downtrending 38 receive Investor Kits 38 pullbacks 38 Andrew Sekely head 38 Kevin Bambrough 38 Nick Chamie 38 precious metals 38 Jurgens Bauer 38 downtrends 38 Tulip Mania 38 Naresh Kothari 38 frothiness 38 Paras Adenwala 38 Heidi Shierholz labor 38 GREG POTTER 38 Hitesh Agrawal 38 Suki Mann credit 38 IEA trims 38 Anne Laure Tremblay 38 GoldForecaster.com 38 Nifty sustains 38 S.Africa c.bank 38 decelerated sharply 38 George Glynos managing 38 DeQuadros 38 RoEs 38 CLYDE ROSSOUW Yes 38 Frederic Panizzutti precious metals 38 Adrian Koh