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Time to lighten up on commodities?

Gandalf
edited April 2011 in Fund Discussions
See link on Goldman's recommendation to cut back on commodities:
http://www.theglobeandmail.com/globe-investor/markets/markets-blog/premarket-goldman-says-time-to-sell-commodities/article1981463/

Given the inflation outlook, does this make sense?

Comments

  • ShostakovichShostakovich
    Goldman is like Bill Gross -- rule their own little chunk of the world, but best take some of their pronouncements with a grain of salt.
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