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XMFSinchiruna (27.35)

On the Death of the Commodity Supercycle

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December 07, 2012 – Comments (2) | RELATED TICKERS: VALE , BHP , RIO

Reminds me of the famous Mark Twain quote:

"The reports of my death have been greatly exaggerated".

http://www.fool.com/investing/general/2012/12/07/on-the-death-of-the-commodity-supercycle.aspx

Curious to hear your thoughts!!

2 Comments – Post Your Own

#1) On December 07, 2012 at 5:06 PM, AdirondackFund (< 20) wrote:

I've been long Gold since August of 2005.  It seems to have worked out just fine.  I suppose the US could always run a budget surplus in a wildly expanding economy built on a strong industrial foundation and prove me wrong.  So far, that just hasn't happened.

 

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#2) On December 08, 2012 at 9:10 AM, XMFSinchiruna (27.35) wrote:

Not a stock I want to leap into with both feet, but for the right kind of investor looking for a long-term play:

The Generational Opportunity in Alcoa:

http://www.fool.com/investing/general/2012/12/07/the-generational-opportunity-in-alcoa.aspx

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