"Gold is money. Everything else is credit." – J.P. Morgan
As we approach year-end and think about where to invest for the new year, some of the strongest trends I see happening are the dollar continues to weaken, the yield curve continues to steepen, and there is reinflation. This leads to a situation where riskier assets should outperform such as emerging markets, commodities, and small-caps. One area many investors lack exposure to is commodities. When anyone says the word “commodity”, most people automatically think gold or oil, but there is a whole variety of investable