dilettantedude

Get Out of Commodities - Barron's

This article seems to deny the reality that the BRICs really are building out their infrastructure. It's an enormous build-out, and it takes huge amounts of natural resources and it will go on for decades. It's just getting started. Sure, there will be ups and downs around the trend line, but this is NOT like the dot.com or the real estate bubble. It's productive demand exceeding available resources and with a long term tail wind.