The investment mantra for 2011 is called differentiation, meaning there will be relative differentials in performance among commodities, precious metals, energy, agricultural, and base metals. Unlike 2008 when the commodity bubble burst and the entire asset class went down with stocks, or the early part of 2010 when expectation of a cheaper dollar rallied stocks and commodities, 2011 will be starkly different. QE2 will "provide cyclical stimulus" to the most...
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