After the gold rush

Commodities

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In 2008 it seemed as though investors were in a race to find the most obscure consumable good in demand and then the smartest way to achieve attractive returns from it, whether it was lean hogs, petroleum or freight. But unanticipated and severe corrections have punished many who acted on their curiosity about the space, and those left behind have two principal interests - physical gold and oil. Bullion is increasingly seen as the final haven of financial security in the face of credit risk, cur

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