Sunday, January 2, 2011

Do What Works - Commodities

This blog and especially the old subscriber newsletter (now closed to new subs) had a great 2010. In my own quiet way I endosed the commodities world. Stick with them.

Palladium vs platinum is still relatively low and that will drive demand for PA by the automakers.
Silver is only getting re-started. Gold will perform well. Ag related commodities will remain the place to be. Energy will also continue strong, Eventually even Nat gas will play catchup.

Stock gains, to be honest, were superior over recent years, BUT still woefully under performed the commodities world. Via Finvez.  The proof is in the pudding....

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