Commodities: A Wise Long Term Investment [View article]
Very logical analysis. So logical that most readers, including myself, agree. This near concensus concensus kind of worries me.
Still, I agree with long term positives of commodities in general. I also agree with Oz Investor, who point out that China has been stockpilling commodities of all sorts, and no one know how much it has help propped up recent firmness of prices and when this massive stockpiling will stop.
The Indian election results should be a long term plus for commidities and emerging markets too.
Commodities: A Wise Long Term Investment [View article]
Still, I agree with long term positives of commodities in general. I also agree with Oz Investor, who point out that China has been stockpilling commodities of all sorts, and no one know how much it has help propped up recent firmness of prices and when this massive stockpiling will stop.
The Indian election results should be a long term plus for commidities and emerging markets too.
China Slowdown: A Drag on Global Growth [View article]
"Global Slowdown: A Drag on China Growth"