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Tag Archives: commodities
In my 2011 outlook post earlier this month I mentioned that I had raised the cash portion of my portfolio to 40%. I did this by selling out of my commodity positions. A recent post I read at Pragmatic Capitalism reminded of me of this and that I should explicitly talk about it here on the blog. I highly recommend reading Cullen’s entire post but I’ll just use some highlights from it here to make my point. In general, I don’t view commodities as investments in the classic sense. They are a speculation pure and simple relying on selling your … Continue reading