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Strategies & Market Trends : Value Investing
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To: Kevyn Collins-Thompson who wrote (29238)12/13/2007 8:32:15 AM
From: Jurgis Bekepuris  Read Replies (1) of 78842
 
Commodities: isn't owning the business almost always better than owning the commodity? I.e. buy gold mine, not gold. ;)

I don't know about other commodities, but oil seems to be reaching a point where it is not a no-brainer buy. It actually may go lower before going higher.

I don't know about others. Are we having peak-iron, peak-copper, peak-gold and other peaks in addition to peak-oil? And how irreplaceable are those? Someone want to enlighten me?
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