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Across time, capital flows operate in cycles. This is one of the core reasons of our hypothesis of the world being in an early innings of a broad-based commodity bull cycle over the next 5 years. The article below talks about how capital cycles work and how supply-demand dynamics affects cycles.

Click the link to read the complete article – https://macro-ops.com/the-capital-cycle/

With capital cycles as the context, the below chart puts into context the exploration budgets across countries over the last decade :

The History of Capital Cycles