20.02.2009 - Not all Commodities are treated equal
From Marketoracle.co.uk: Call it what you want: commodity, tangible asset, or raw resources. Across the board, I believe that if we eat it, build with it, or heat our homes with it, it's going to rise in price. If someone (like me) is a commodity bull they essentially believe that monetary inflation is going to outweigh the deflationary effects of a global recession. In my opinion, “outweigh” is an understatement, but it does speak to the notion that the underlying fundamentals of the commodities market are pulling in opposite directions...... Full Article: Source