20.03.2013 - Could commodities cool down big time?
Conventional wisdom holds that commodities and commodity stocks typically outperform the rest of the pack in the late stages of a bull market. But Margie Patel, managing director and senior portfolio manager at Wells Capital Management, thinks this time is different. Why? By now, everyone is just beginning to realize new technologies for extracting oil and natural gas are going to stand the energy business on its head over the next decade. This has major implications for other related businesses, from corn to commodity chemicals...............................................Full Article: Source
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