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2011: THE YEAR OF THE COMMODITY BOOM & EQUITY COLLAPSE?

Gijsbert Groenewegen, founder of hedge fund Silver Arrow Capital Management discusses the outlook for commodities and why continuing skepticism over the global economy could continue to drive prices of gold and silver higher. He is calling for a “collapse” in equity prices due to the unsustainability of the recovery which could lead to dramatic underperformance in many commodities.

Source: Bloomberg

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