Market Neutral: Commodity Bubble?

Published: April 01, 2008 | 12:09 PM

With most commentators seeming to declare the commodity bull market not just dead, but a bubble that has burst, Chip Hanlon takes on the topic this week. He explains why renewed optimism and a stock market rally might cause gold to underperform other commodities for a while. In such a scenario, he argues, the demand-side story behind energy, base metals and agriculture should remain intact. He also talks with Jim Slagle, the new Executive Editor here at Green Faucet.