I think what we've been witnessing over the last couple of quarters is an unrivaled investor optimism in the equities market, mainly driven by the U.S economic recovery. the numbers were awesome through Q3 of 2014, but based on Q4 figures, the we could be witnessing the real picture of the recovery campaign. I believe that commodity prices are a great way of evaluating the level of economic growth and the plunge witnessed last year had more to do with the real economic health than just a shift in investor sentiment. This year, could be one of the trickiest in history given the contradicting situation that we currently face. i.e U.S is doing well- the rest of the world is not; commodities are doing bad, and it's not just down to the strong dollar.
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