NEW YORK ( TheStreet) -- I was talking with Jim Cramer today about the Citi note that claims an end to the commodity "supercycle" begun in early 2003. Ed Morse, the head commodity guru for Citi, now sees a fundamental pressure on the commodity sector and a multi-year bear market in the works.I sat down with Jim and tried to debunk this idea for several reasons. First and foremost, there is still a financial balloon that continues to float higher prices of commodities, even though there is a temporary slowdown of growth, both here in the U.S. and in emerging markets.
Dicker: Is the Commodity Supercycle Over?
Check Out Our Best Services for Investors
Portfolio Manager Jim Cramer and Director of Research Jack Mohr reveal their investment tactics while giving advanced notice before every trade.
- $2.5+ million portfolio
- Large-cap and dividend focus
- Intraday trade alerts from Cramer
Access the tool that DOMINATES the Russell 2000 and the S&P 500.
- Buy, hold, or sell recommendations for over 4,300 stocks
- Unlimited research reports on your favorite stocks
- A custom stock screener
David Peltier uncovers low dollar stocks with serious upside potential that are flying under Wall Street's radar.
- Model portfolio
- Stocks trading below $10
- Intraday trade alerts
David Peltier identifies the best of breed dividend stocks that will pay a reliable AND significant income stream.
Every recommendation goes through 3 layers of intense scrutinyquantitative, fundamental and technical analysisto maximize profit potential and minimize risk.
More than 30 investing pros with skin in the game give you actionable insight and investment ideas.