“我沒有看到足夠的顯著永久的新增供應在幾乎所有的東西，這可能會導致商品牛市的結束。
力拓公司（NYSE：RIO）和必和必拓有限公司（紐約證券交易所代碼：BHP）等人已經削減大幅度的資本開支計劃，因為他們認為他們不應該把大量的投產新[礦業]供應呢。
因此，除非我們有顯著永久的新增供應，我沒有看到牛市即將結束。 牛市將結束，我向你保證，它會結束的一天。 但還沒有“
Commodities: The Bull Market is Not Over Yet
"I do not see enough significant permanent new supply in almost anything, which can cause the end of the bull market in commodities.
Rio Tinto PLC (NYSE:RIO) and BHP Billiton Limited (NYSE:BHP) and others have cut back substantially on their capital spending programs because they think they should not be bringing a lot of new [mining] supply on stream yet.
So until we have significant permanent new supply, I don't see the bull market coming to an end. The bull market will end, I assure you, it will end someday. But not yet."
Rio Tinto PLC (NYSE:RIO) and BHP Billiton Limited (NYSE:BHP) and others have cut back substantially on their capital spending programs because they think they should not be bringing a lot of new [mining] supply on stream yet.
So until we have significant permanent new supply, I don't see the bull market coming to an end. The bull market will end, I assure you, it will end someday. But not yet."
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