Raoul Pal @RaoulGMI Founder/CEO - Global Macro Investor and Real Vision Group, Business Cycle Economist, Investment Strategist, Economic Historian, Traveller and Rum Drinker.. Sep. 16, 2019 1 min read

The Reuters All Commodities Index from 1980...

And from 1914...

Or The Economist Commodity Index from 1850 (replete with same head and shoulders top).

Then ask yourself, could we be seeing something on the horizon that is the opposite of the accepted narrative. Maybe, just maybe, a massive deflation and massive rise in the $ is in our future. I clearly don't know, but I feel that the chart of the ADXY (Asia FX) suggests it...

and maybe its just the collapse of China with the CNY going to 10+? I don;t know but I know Ive never seen anything like it before.

The charts all tell a story beyond my comprehension.

You can follow @RaoulGMI.


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