http://csinvesting.org/2016/01/13/more-on-the-capital-cycle/ was our last discussion on the capital cycle.
Now, look at these two excellent posts on Coal.
A perspective on current conditions in other markets:
The Big Long – Final Feb 28 2016 The writer promises a follow up to discuss catalysts–which, I believe, will be the change in supply and demand dynamics and the capital cycle. See article referred to here: 2_Buffett and Graham Call the 1974 Market Bottom
and for more historical and emotional perspective:
- Buffett Klarman and Grahm on Mr Market
- commodity supercycles
- A Study of Market History through Graham Babson Buffett and Others