Ray Lopez

Get Out of Commodities - Barron's

Just the facts:

1/ Stock, commodities are a RNG (random number generator)

2/ As the world population increases by 50% over the next two generations, barring some new miracle of science commodity prices should go up

3/ We are not in a recession (yet), just a slowdown

4/ The experts, who often play with OPM (other people's money) are no more right or wrong than the peanut gallery

5/ A good point made by the article--in fact overlooked so far in these comments--is that the smart money is betting, short term, on a commodities price decrease. Another sign the US may be entering a recession (but not yet in one).