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Clear as Mud
What Goes Up
Investing in Commodities - Is That a Good Idea?
We tend to focus on the liquid part of the curve, and risk manage them. We don't try to out smart the market, we just try to find cheap hedges. When commodities start to go down aggressively, before a big market correction, it's kind of a good signal that equities could be in trouble. If you're invested kind of naively like us, we just say, i lost very little premium. It's a good explosive tail hedge.
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