The Commodity Comeback: Sooner Than You Think [View article]
short munis and state bonds with weak fundamentals: in the rust belt and in areas with huge home price depreciation. as tax receipts go down, states will begin to lay off workers and will have to cut spending. all construction companies and pizza chains will suffer from this.
The Commodity Comeback: Sooner Than You Think [View article]
Do "Images of a Shrinking & Damaged Planet" Influence Commodity Prices? [View article]