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Some reasons Ned David Research says the clobbering in commodities may not be the end of the bull market: price action hasn’t resembled history’s commodity bubbles; the average commodity is cheaper than bonds on a historical basis, and is even slightly undervalued vs. stocks; low real interest rates are closer to what's typical in commodity bull markets.

Some reasons Ned David Research says the clobbering in commodities may not be the end of the bull market: price action hasn’t resembled history’s commodity bubbles; the average commodity is cheaper than bonds on a historical basis, and is even slightly undervalued vs. stocks; low real interest rates are closer to what's typical in commodity bull markets. Post your comment!
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