Just being able to trade financial commodities is a serious limitation because financial commodities represent only a tiny fraction of the reality of the real commodity exposure picture. We need to be active in the underlying physical commodity markets in… — Blythe Masters Copy Share Image
“The companies that win in commodity markets tend to be large and have incredible operational efficiencies or some type of cost advantage. Walmart is a perfect example of a winner in retail. Company size is a less-relevant factor for unique… — Victor Cheng Copy Share Image
