The Commodity Super Cyclers theme, once ridiculed, may be making a comeback as a new macro trend emerges in the bond market. This new trend could pave the way for a Commodity Super-Cycle, with critical commodities likely to lead the way due to global geopolitical issues. The Federal Reserve’s influence may wane in this new macro, leaving government policies to drive economic growth through new money supply creation. The TSX-V index in Canada, heavy on speculative commodity stocks, may be on the cusp of a new bull market after years of struggle. This potential rally could be supported by the broader inflationary macro picture.

Read more at Investing.com: Commodity Super-Cycle Thesis Gains Credibility as Bond Market Trend Snaps