Let me quickly recall my questions mentioned in one of recent emails: whether this market is going down and commodities are still rising, or the other way around.
For recent market, we can easily find out the answer is commodity faces a big correction. But please understand this is not a bear market for commodities. The only way to save the economic is to have lower commodity price with low rate. I see it may happen very soon.
The market may try several times on starting another bull market, therefore many chances will be seen in the future. Normally in bull market, commodity price will also rise, just like what we have seen from 2002-2007.
In September, commodity may rebound significantly, such as gold and food, as we still face global food shortage and price hike...
Current strategy could be put some emerging market fund into your IRA for long term purpose. For short term, please consider stocks like NOK, NVO, CN.
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