John Robertson

Commodity stocks are poised to rally, according to a lengthy Bloomberg article yesterday ((VIEW LINK) because they have lagged behind the other stocks in the S&P 500 the most in 15 years and their profits are set to rise at twice the pace of the rest of US industry in 2014. It is always easy enough for journalists to launch a story where there has been a unusually wide price spread and ask what now?. Opinions will differ about the outlook. The conclusion to the article was not as important as the fact that the topic is being raised. It is a good sign for the sector that serious people are asking whether it is time to bring the miners and other commodity producers in from the doghouse after being on track to lag behind the U.S. stock index for the longest stretch since 1998.


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