Image Credit: Alex Nabaum
By Jason Zweig | Updated Nov. 22, 2019 11:07 am ET
The best time to get interested in an investing strategy is when its performance is at its worst. By that standard, commodities are starting to look intriguing.
These assets — oil and gas, corn and wheat, cattle and hogs, nickel and tin, silver and gold and so on — have been stinking up the joint ever since investors raced to buy them during the financial crisis. Even so, new research suggests that commodities may deserve a small place in the portfolios of iconoclastic investors who have plenty of patience.…
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For further reading:
Books:
Benjamin Graham, The Intelligent Investor
Jason Zweig,The Devil’s Financial Dictionary
Jason Zweig, Your Money and Your Brain
Jason Zweig, The Little Book of Safe Money
Articles and other resources:
Geetesh Bhardwaj et al, “The Commodity Futures Risk Premium, 1871-2018“
Christophe Spaenjers, “The Long-Term Return to Durable Assets“
Claude B. Erb and Campbell R. Harvey, “Conquering Misperceptions about Commodity Futures Investing“