Amouna

Bullish Picture for Energy Once Economy Picks Up

Whether the economy recovers or not, my guess is that the rest of the world will need cotton for clothing, coffee and wheat and soybeans for food unless America decretes a global hunger because it has ceased to operate normally(?). So yes, indeed, commodities are in for a very long bull very soon, agricultural ones at least.

As to Energy, it depends on the pace at which primarly the US recovers, unless China shows some real progress on that front and pulls the rest of the world from this bottomless pit.