Commodities, Cycles, Revolutions

In one age, commodity prices soar, while in the next, they wilt. Why is this so?

The question is not academic. The vagaries of great price cycles have an impact almost everyone, from sovereign states to school-leavers.

The shifting eddies of this cyclical pattern exercise an underestimated and not entirely understood tow on the orbit of history, a distant drummer influencing the march of events, while remaining unseen.

On rare occasions, the supernal wheel starts to stir, shuddering into a turn, and soon the world is tipped upside-down. An age of abundance lurches into one of scarcity, often upending the dominant players of the preceding era, and reviving the fortunes of some of the longanimous laggards.

Vacillations in supply and demand suffice as an explanation for most short-term price fluctuations, but the causes of these longer cycles are more byzantine.

The Gold and Revolution project is an investigation into macro cycles, the locus of our attention being the trends and omens associated with their onset and eventual unwinding.

The articles on this website are grouped thematically, with each category marked by the three leaf motifs atop this page.

Articles harking back to the past can be found under the Forgotten Knowledge tab. Those primarily concerned with the causes of the price movements of raw materials are housed under the Commodity Cycles tab. The articles focused on themes of sustainability, pollution and recycling can be reached through the Circular Economy tab.

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