commodity market bubbles

We traded the economic collapse of ’08, an inward bubble, as well as the commodity bubble that immediately preceded it. We’ve analyzed them mathematically through standard deviations and statistical analysis. We’ve read university studies, which focus on the psychological aspects of the markets’ participants and we’ve watched politicians blame it all on the speculators. Out of all of this, there are a few things that help us understand where we are now, and that is the key to investing.