May 18th, 2010
"...I will focus on another issue close to my heart – commodities.
In last month's Absolute Return Letter I raised a yellow flag concerning the short term outlook for commodities[1]."
"Footnotes:[1] There is no denying that the long term outlook for commodities continues to be bullish, mainly driven by the strong growth in emerging market economies."
Source John Mauldin JohnMauldin@InvestorsInsight.com
For those that have received Mr. Mauldins recent (relevant) letter discussing a a yellow flag relating to Commodities, I urge everyone to absorb its contents and possible importance. He is often 6 to 12 months premature, but he has clearly flushed out (no pun intended) issues relating to the evolution of commodities within our modern financial markets. Buyers beware.
That said, his careful phrasing and protective footnote illustrate how investors may choose to carefully read all documents from start to end.
Thursday, May 20, 2010
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