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this is getting a bit too arty farty for me (if its too hard to analyse just chuck it into the too hard basket and look for an easier way to create a calculated positive risk angle). However two points i agree with Blue Card, the Chinese mercantile system has been around much longer than our...

TC are there any substitute products for Deer &Co. Based firstly on: 1) are there any substitute products full stop; and 2) are Deer products so good that farmers are happy to pay a premium in price against substitute products. Good to hear your views as a farmer.

I agree 100% with this post. But how do we profit from it. To profit we need to buy US non-consumption based companies in US$. But we have to be careful because of our exchange rate. There is no point getting a 20% profit in US$ terms if our currency appreciates 20%. I really wanted to go...

Potential risk factors: 1) Ceasation of government stimulas due to worries about financing deficits. This in itself is not a big headache, but in conjuction with the fact that we havent done anything to rectify the global trade imbalance, it could poss a risk. 2) Increases in interest rates...

Listen to you mate, nah i'l pass. Listening to you posses a hazard to my wealth.

Of course increase in commodities is mainly driven by appetite for more risk. If everyone is buying government bonds who is going to buy commodities. Flassbecks comment DOES NOT mean the real crash is over due. Merely that Share prices have appreciated based on expectations of recovery...