Chapter 8 Oil $500 Is Real ................................................................................... 109 Chapter 9 Where Are We Now? ............................................................................. 117 PART II An Introduction to the Rest of the Commodity Markets Introduction More About the Commodity Markets ................................................... 127 Chapter 1 Commodities & Supercycles: What Are They? ..................................... 129 Chapter 2 The $622 Million ‘Treasure’ . ................................................................ 137 Chapter 3 The Death of Coal Is a Myth . ................................................................ 147 Chapter 4 The Element That Feeds the World ...................................................... 161 Chapter 5 Our Most Controversial Strategy: Beating the Market . ....................... 173 Putting It All Together ................................................................ 183 Appendix Recommended Reading ........................................................................ 185
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