30.09.2010 - Time commodities got some respect
From Financialpost.com: As major asset classes go, commodities don’t get much respect. But the established “big four” of stocks, bonds, cash and real estate all have their problems of late. Portfolio manager and author John Stephenson is making a big personal bet on commodities, with more than 50% of his personal portfolio devoted either to raw commodity exposure or to stocks of commodity producers..............................................Full Article: Source
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