Mr. Rothbort is far more likely to be correct in his assessment than he is to be wrong. Thus, I too continue to view the present correction (or is it over already?) as a buying opportunity.
Also, I echo lg71050 -- commodities are a global story; also it is much bigger than Chindia, look at Latin America, Eastern Europe, Southeast Asia (and soon Africa). People everywhere are more aware of what Americans and Europeans are eating, wearing, driving, and doing; they want the good life, and think they deserve it! Look for accelerating growth in infrustructure investments (steel, cement, electrical/electronic equipment, chemicals/fertilizers, and fuels.
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Mr. Rothbort is far more likely to be correct in his assessment than he is to be wrong. Thus, I too continue to view the present correction (or is it over already?) as a buying opportunity.
May 04 12:22 pm
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All Comments by richjoy »Is the Commodity Bull Market Over? [View article]
Also, I echo lg71050 -- commodities are a global story; also it is much bigger than Chindia, look at Latin America, Eastern Europe, Southeast Asia (and soon Africa). People everywhere are more aware of what Americans and Europeans are eating, wearing, driving, and doing; they want the good life, and think they deserve it! Look for accelerating growth in infrustructure investments (steel, cement, electrical/electronic equipment, chemicals/fertilizers, and fuels.