tomatden

The Next Bubble

Are you certain the "commodity bubble" is in the same category as the dot-com bubble and the real estate bubble? Many feel that we are in the midst of a secular bull market in commodities, and are just taking a breather. Also, a stronger dollar, if the trend lasts, will increase imports and benefit Asian economies. The US consumer will also benefit for a little while, much like getting a stimulus package from the government. It will likely be temporary. I'm staying away from US equities.