2011: THE YEAR OF THE COMMODITY BOOM & EQUITY COLLAPSE?

Gijsbert Groenewegen, founder of hedge fund Silver Arrow Capital Management discusses the outlook for commodities and why continuing skepticism over the global economy could continue to drive prices of gold and silver higher. He is calling for a “collapse” in equity prices due to the unsustainability of the recovery which could lead to dramatic underperformance in many commodities.

Source: Bloomberg

About Post Author

Cullen Roche

Mr. Roche is the Founder and Chief Investment Officer of Discipline Funds. Discipline Funds is a low fee financial advisory firm with a focus on helping people be more disciplined with their finances. He is also the author of Pragmatic Capitalism: What Every Investor Needs to Understand About Money and Finance, Understanding the Modern Monetary System and Understanding Modern Portfolio Construction.

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