Today commodities continued to sag.
For those of you who read my books and saw my presentations (see www.peterdag.com), lower commodities reflect a weakening economy.
They also point to lower inflation.
Could we have deflation? We will have to wait and see the unwinding of the housing bubble later this year.
Interesting times. Certainly not favoring commodity sensitive assets.
George Dagnino
aka Peter Dag
www.peterdag.com
1 comment:
George,
I enjoyed the presentation last night for the monthly meeting of the AAII.
Having the benefit of an expert like you admit to some confusion is useful. I keep seeing the paragraph in your book that says, "Investing is hard."
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