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Burst Bubble? Commodities' Long-Term Story Remains Intact

Commodity is good long term story, however we have the speculator unwind. Commodity markets are very very small as compared to equity markets - speculators can drive them up very easily. That is what was happening last few months. Now banks are asking hedge funds to deleverage (calling back loans). So the bubble prices that were rercently seen in oil, gold, Ag etc are gone for some time now. All these china/India demand stories extremely over blown.

Wait for major pullback and play long term.
Mar 20 22:52 pm |Rating: 0 0 |Link to Comment |View article

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Burst Bubble? Commodities' Long-Term Story Remains Intact

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