02.09.2013 - The commodity supercycle: Why it's time to choose consumables over reusables
The sectors that deserve bullishness are those focused on commodities that are consumed, like energy and agriculture, specifically fertilizer. Much has been said and many charts have been plotted to prove that the commodity “supercycle” has run its course. The days of $1,800 gold, $150 oil, and $18 soybeans have passed. But before we write this group off, we should first understand that placing them all under the umbrella of “commodities” limits our ability to analyze this wide range of products and resources...............................................Full Article: Source
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