| If you’re a long-term commodity bull — like me — you’ve spent much of the last year licking your wounds. That’s because firms that produce the building blocks of modern society have been on a straight shot downward since the beginning of the year.
In fact, commodity stocks were the worst-performing S&P 500 group during the first six months of the year and have lagged behind the equity benchmark by the biggest gap in 15 years. Much of the underperformance can be attributed to the slowing economic growth concerns from key demand drivers like China and India. As these two nations have stalled, the prices of everything from copper to corn have taken a downward turn...............................................Full Article: Source
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