Research.LeutholdGroup

As another Chinese stock market drama is unfolding, we may see a repeat of last summer’s action, where U.S.-listed stocks with pending “going private” deals saw their discounts widen significantly.

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For more than two years we’ve discussed the supply-side risks to commodity producers stemming from capacity built during the manic “Third Act” of last decade’s Three Act Play in commodities. Commodity-oriented equities have indeed underperformed since 2011, but to date, most pundits have laid blame squarely on the demand side.

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