Re: Exposure on the commodity cycle?
If you want exposure to the commodities market then buy companies that deal with them.
With the weak dollar, well you're never going to escape the fact that commodities are traded in USD whever you're trading from.
You need to pick which commodities you want expore to and then pick your
company, as companies which deal with a broad range may not end up
performing the way you expect - becauase one commodity could be up and
another down.
Roll your dice when you think you have the table straight.
Just my opinion.
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