The easy money has been made in commodities. I would stay out of them until at least after the election.
Har, there ain’t nothing easy about making money via commodities.
You ever try pumping and refining oil yourself?
That’s why they retain value so much in recessions. They are the *fundamental* of modern civilization. I don’t need to buy real estate. But I need to buy food. Even if it costs 2-3 times as much. And it takes oil at least to get it to me, even if I’m walking to the taco stand.
The fact remains that the private equity firms are flush with cash and are looking for anywhere to put it that generates a positive ROI. And for the moment, commodities are the only game in town.