I have no preference to my exposure. If you can show me sheep dung will replace potash as a sought after commodity, I would gladly buy some kiwi sheep dung processor.
Gold is making a resurgence so I ride that as far as it allows me. I have no interest to find the reason why it is rising, I can see it on the chart. I can also see a resurgence in crude but I prefer to trade oil directly rather than the dead weights local producers. Trade with the trends not fighting them!
