04.04.2008 Commodities Special: Opalesque Exclusive: Commodities: The next perfect storm?, Lehman: speculative demand enhancing commodities prices, CFTC says oils price not driven by speculation, Dow Jones-AIG Commodity Index: Commodities stumble through volatile March, Danger lurks in `safe` metals
Opalesque Exclusive: Commodities: The next perfect storm? From Kirsten Bischoff, New York: On April 2, Michael “Mack” Frankfurter, Managing Director, Operations Cervino Capital Management LLC and Chief Investment Strategist for Managed Account Research, Inc. presented to the 2008 IQPC Base Metals Investment Summit. Frankfurter’s message? Ringing the alarm on a thesis he has been working on rega
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