dorvedor

Why I Don't Own Commodities

What is missing from your analysis is the fact that almost a billion people will be entering the middle class in the next ten years. They
are going to want everything you want: better food, bigger homes,
stainless steel toasters, air conditioning, cars, etc. That is such a
staggering figure that, while there may be moves down in commodities in the short term, in the long term, commodities are cheap.