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Not all Commodities Stocks are Treated Equal (Part 2)
The first part of this two-part series essentially looked into the different effects monetary occurrences and supply and demand fundamentals can have on commodity prices. Monetary authorities around the world are implementing rampart growth in the money supply and quantitative easing in the form of negative real interest rates; meanwhile, the global economy is in free fall. The factors have opposite effects on commodity prices. We came to the logical conclusion that we wanted to give our portfolio exposure to the commodities that have significant monetary uses, aren’t cyclical, or both. Two good examples are gold and the grains. I…
24Feb2009 | Oxbury Research | 0 comments | Continued
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