2008-11-14minyanville.com

``... some people have called commodities a “bubble.” When bubbles burst, they’re the biggest losers, just as the NASDAQ was in 2000-2002. Yet here, the so-called “bubble” has held up better during the recent liquidiation when taking a long-term view. So, where was the real bubble for the past 9 years? Was it in financial assets, like stocks, or was it in commodities?''



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