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Get short these 4 commodities: Kathleen Kelley

Posted on 28 September 2012

Demand for certain commodities is contracting around the world, making the case for shorting a few of them, Queen Anne’s Gate Capital Management CIO Kathleen Kelley said Thursday on CNBC.
“We tend to look at commodities as really being a supply-demand play,” she said on “Fast Money.” “When we look at demand — supply is adequate in most of these commodities — when we look at demand, including coming from China, in a lot of these sectors it’s just not there………………………………………..Full Article: Source


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