To: carranza2 who wrote (91313 ) 9/30/2007 1:48:42 PM From: Wyätt Gwyön Read Replies (1) | Respond to c2, to clarify, the "equities" i was referring to in my previous post ("just because commodities outperformed the equities this year doesn't mean they will next year") are the equities producing the underlying commodities, not ALL equities. i mean, if crude outperformed crude equities by a huge amount this year, i would not be surprised if the crude equities play catchup next year. that's what i meant when i said i think Coxe is chasing past performance a bit, by wanting to switch to commodities themselves from the commodity equities (though he also hedges a bit, since he says he doesn't suggest selling commodity equities).Asset Allocation , and Bill Bernstein's site also has some good articles (efficientfrontier.com). 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.
