Definitely an interesting read. Thanks for posting. I'm inclined to think we're going to get a pullback in assets in general (financial and otherwise) as investors figure out this is not going to be a v-shaped recovery. When that happens, I think you load up on commodities... this fits with that idea.
2 Comments:
Definitely an interesting read. Thanks for posting. I'm inclined to think we're going to get a pullback in assets in general (financial and otherwise) as investors figure out this is not going to be a v-shaped recovery. When that happens, I think you load up on commodities... this fits with that idea.
Excellent article in Foreign Affairs called Farm Futures by Catherin Bertini and Dan Glickman.
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