Hot stuff: How to play the natural resources market

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Chris Andrew of Clarmond Advisors argues that commodities are in the middle of a long running bull market and examines how to invest in natural resources for the next 10 years.

It is impossible to write about natural resources and commodities as a uniform asset they can be broken down into a number of classes and sub-classes. I would tend to divide them into ‘soft commodities‘ that are grown, ‘hard commodities‘ that are mined and ‘energy commodities’ that are combusted. For the purpose of this article I will not be discussing soft commodities. It is not too controversial to say that there is a finite amount of natural resources on the planet. Therefore, as long as a commodity does not suffer obsolescence, it can be assumed that as a commodity gets scarcer its p...

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