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Strategies & Market Trends : Value Investing
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To: Micah Lance who wrote (57401)6/10/2016 5:23:55 PM
From: Graham Osborn  Read Replies (1) of 78751
 
That was the final bullet I forgot to post:

- [a la Jim Rogers] Don't invest in commodity producers as a play on commodities. You'll be amazed at how frequently the producer's fortunes become divorced from the underlying commodity.

This applies to all commodities per him but a good example would be the shale producers as oil rallies. They've gone up of course, but not necessarily as far a rally as the underlying, and many still won't survive.

I agree with your comments on central banking policy. However, I'm always amazed at the number of people who will buy gold based on an MP thesis without the slightest knowledge of the supply-demand fundamentals. Go learn everything you can about gold production, consumption, and storage then come back and let us know what you've found. Only then a Jedi will you be ;)
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