2008-11-15 — financialsense.com
In such an inflationary environment, commodities are likely to provide the best returns. Now, I am aware that most commodities have faced intense selling pressure in the past few months but it is worth noting that all assets have been sold indiscriminately over the same period. Despite the recent rout, the underlying fundamentals of most commodities remain strong. And even today, top-quality resource stocks are announcing record profits and cash flows. When the dust settles, the enormous amount of cash sitting on the sidelines (US$4.5 trillion) is likely to rush towards the only profitable sector within the economy.
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