Need help: What was the name of that paper in early 2000s that started massive commodity investment by pensions at end of commodity boom?
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Gorton and Rouwenhorst (2006) -- they also had a follow up in 2016 which defended their earlier paper in light of the spectacular commodity crash in 2008 and muted recovery from 2008-15
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Was it the "Facts & Fantasies" paper?
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Yes!
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