whiteheron
17-03-2005, 02:14 PM
That is the question
There seems to be two schools if thought
One that we are in for a prolonged period of high commodoty prices ( industrialisation of China / India , increasing demand / reducing stocks , difficulty in finding / bringing on stream new supplies etc etc etc )
Another that the current boom is just a part of the periodical boom / bust commodities cycle ( currently being at the top of the cycle )
I have a great interest in what the true position is as I am heavily invested in Australian commodity stocks (mining and resource )
My opinion is that we are part way through a major commodities boom that is likely to last for a decade or more , obviously with some volitility on the way , but no major bust period/s
Your comments will be most appreciated
As always , time will tell , but I am confident of a major bull run
There seems to be two schools if thought
One that we are in for a prolonged period of high commodoty prices ( industrialisation of China / India , increasing demand / reducing stocks , difficulty in finding / bringing on stream new supplies etc etc etc )
Another that the current boom is just a part of the periodical boom / bust commodities cycle ( currently being at the top of the cycle )
I have a great interest in what the true position is as I am heavily invested in Australian commodity stocks (mining and resource )
My opinion is that we are part way through a major commodities boom that is likely to last for a decade or more , obviously with some volitility on the way , but no major bust period/s
Your comments will be most appreciated
As always , time will tell , but I am confident of a major bull run