28.09.2012 - Get short these 4 commodities: Kathleen Kelley
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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