Monthly Archives: August 2008

Sit in cash – do nothing

If you are a regular reader of Farmann, as I assume you are, by now you have sold off everything as I have stressed since November 2007 and is sitting in diversified currency cash (and some gold). You might also have shorted the market as I have advised for investors who know what they are […]

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Commodity Bubble Popped?

The commodity bubble might have popped. (Thanks to Gary North for calling it.) See this Bloomberg story. I am still not fully convinced it has popped, but it might have. Oil might still aim for a new record, even without war with Iran. I now recommend shorting commodity stocks, except for oil, silver and gold […]

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