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CEMEX, S.A.B. de C.V. Message Board

  • chetgillespie chetgillespie Jun 11, 2013 11:20 AM Flag

    Has the Exodus Begun?

    By now everyone knows we're nearing the end of the most recent commodities super cycle. The only question is when does it end and when does everyone head for the exits. Have investors begun exiting their long commodities positions to beat millions of other investors to the exit or is there still time?

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    • And what are they going to run to?
      Recheck your bids. The dollar is only worth about $.50 of the old value being generous.
      Bonds are doomed. Only solution is inflation and believe me it is here. It shows it ugly head in the expenses with little discretion such as parts to keep things running.

      Sentiment: Hold

 
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