regarding commodities# Stock
c*1
1 楼
I have received a ton of emails about recent sell-off.
Although I have repeatedly said that this is a temporary sector rotation, I
guess I will just elaborate a little.
There have been no fundamental changes unless one believes that demand
destruction for coal and fertilizers have occurred. Given the outlook given
by these companies and the recent development of chinese economy/emerging
economy, there's no evidence that points to that direction. In order for
demand destruction to take place, we
Although I have repeatedly said that this is a temporary sector rotation, I
guess I will just elaborate a little.
There have been no fundamental changes unless one believes that demand
destruction for coal and fertilizers have occurred. Given the outlook given
by these companies and the recent development of chinese economy/emerging
economy, there's no evidence that points to that direction. In order for
demand destruction to take place, we