LA

Everyone Wants the Commodity Bubble To Be Pricked

Salman, you make some valid points. However, I believe it's important to differentiate among commodities. In my article Not All Commodities Are Created Equal (the link is: seekingalpha.com/artic...), I point out that people need to eat, and gold and copper cannot be eaten. Population is growing, and that's a fact, while arable land remains basically the same. Moreover, climate changes affect agricultural commodities and such a way that the increase in production simply cannot meet additional demand.