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Gold/Mining/Energy : Big Dog's Boom Boom Room
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To: Wyätt Gwyön who wrote (91312)9/30/2007 1:37:47 PM
From: carranza2  Read Replies (2) of 206131
 
just because commodities outperformed the equities this year doesn't mean they will next year

Of course.

But I think this does not necessarily follow:

in fact, it probably increases the odds of equities doing better as mean reversion

If we were to select some commodity index or ETF [DBA or DBC] today and compare its return to the S&P a year from now, it would not surprise me if the commodity vehicle will have handily beaten the S&P.

I think the S&P is going to tank next year for reasons we all know. At the same time, increased global demand for commodities, particularly US ag products, will continue unabated.

I am kneeling at the Jim Rogers commodities altar. vbg.
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