Commodities Strategy for Jan ’2013

Since change is ubiquitous and permanent, we might as well become experts at adapting. We can get comfortable with change and look forward to its permutations and surprises. We can train ourselves to become adept at learning, unlearning, and relearning.

On the other hand, we don’t want to be whipsawed back and forth through too rapid repositioning. Nor do we want to keep switching methods and systems. We need to find the balance between being steady and too speedy a responder. We need to comprehend that markets, like the ocean, have waves, tides, and tsunamis. Each needs to be handled differently. More