biaggio Posted September 4, 2011 Share Posted September 4, 2011 http://www.gurufocus.com/news/144435/niall-ferguson-interview-with-consuelo-mack Link to comment Share on other sites More sharing options...
ERICOPOLY Posted September 5, 2011 Share Posted September 5, 2011 Thanks for the link -- it was recorded in February. He says the Fed's liquidity kicked off the global commodities boom, then says he believes it's close to a peak. "quite close to an inflection point there" "short commodities, that is the trade that I would put on today, this year". http://www.gurufocus.com/news/144435/niall-ferguson-interview-with-consuelo-mack Link to comment Share on other sites More sharing options...
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