Well. . .as a person who has to mediate risk. . .I have to concede to sweeps/Broken Arrow that yes, at the first sign of an economic upturn, my silver (gold or maybe oil. . .oil behaves differently) is going to downturn.
But that's why I own positions in Blue Chips and International.
The way I see it, I don't know you cannot afford to have at least some of your portfolio in a commodity.
How much? Hard to say. . .I think more than the pundit's 5-10% just like I thought 10 years ago you should have more than 10% in International (the standing recommendation in 1997).
Little ventured. . .little gained. . .little hedged.
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