keo

The Brightest Stars in the Commodities Boom, Part Two

Thanks Mark, enjoyed reading the piece. Some notes though:

- few (no?) commodities have done any good in the period 1980 - 2000, not only gold performed poorly...we could use that period to bash commodities in general.
- In 1971-1980 Pt went from $90 to 1000$, gold from $35 to 850$. Gold did much better.
- In the period 1999-2007, Pt did 318%, Au 190%, Pd 10%. We found a hedge worse than gold ;). But the PM run is not over yet, we'll see what the future has in store for us.