08.07.2013 - JPMorgan reckons it's time to invest back in commodities
Did you sell in May and go away, as the old saw advises? Well it might just be time to "buy in July" if the JPMorgan team has got it right. They headline their latest commodity note "Breakout -- time to overweight". Considering how crook metals are, this advice may come as a surprise to battered investors. And there is something else investors are going have to factor in: the London Metal Exchange is about to reform its warehousing system, speeding up metals deliveries -- and perhaps kneecapping the huge premiums buyers now pay mining companies in order to get needed metal...............................................Full Article: Source
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