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Arnold Van Den Berg - A Must Listen Life, and Investing, Discussion

The Business Brew

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Commodity Markets Have Not Worked in the Past 3 Months

I love that you're on the podcast talking about commodities, because were so deep into cycle where commodities have not worked. Now i say that over the past three months or so, have worked in a big way. I was checking out freeport macmaran's stock price not that long ago, and i saw that that's been one that's worked out very nicely. And if i think through my own portfolio, i have some indirect lumber exposure, but i don't ha much else. A lot of mediocre companies from a business quality standpoint, have just gotten so punished that it would be hard to argue that i have not.

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