| Why would an investor want to invest in one of these sub-sectors? One reason is portfolio protection against the deleterious effects of rising energy prices. These negative effects are eventually manifested in the stock market, through demand destruction, higher producer costs, and ultimately, less money in consumers' pockets.
Another reason is the general protection against inflation. While the Fed denies it, some still expect the launch of QE3. Most of the commodity sub-sectors will provide a measure of protection here...............................................Full Article: Source
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