11.11.2015 - Why I love commodities
The popular commentary surrounding commodities is overwhelmingly negative. In the same way that investors could only imagine prices going higher in the midst of the “supercycle” — last decade's belief that the world had a structural deficit of raw materials — today the general sentiment comprises mostly fear and negativity. Let's not forget, however, commodities is the ultimate cyclical asset, prone to dramatic booms and busts. And it has been like that for centuries: think about the tulip mania in the 1630s. But, with the right skills, one can succeed in the commodities sector. Combine a flexible approach to investing, a deep knowledge of the many distinct markets within the commodities sector and an ability to manage risks well, and the opportunity is there...............................................Full Article: Source
Print