The Political Black swans that could spark a major rally in commodity & metals prices
By Amanda Van Dyke | Monday 25 August 2014
You know that I am a bear of equities and a bull of commodities on fundamentals. But you do not need to be glued to CNN to know that there are a few things kicking off in Iraq and the Ukraine and elsewhere that could be game changers. Jeb Handwerger, the editor of Gold Stock review, was interviewed this week on this theme by my colleagues at Palisade Capital on which black swan events could spark the great commodity rally.