Commodities: Where is your Money?
Imagine a scenario wherein you have $1 million to invest in any one commodity with a 5-year horizon. Where do you put your money? Where do you see the largest upside potential?
The commodity can be physical (you plan on redeeming gold for physical bullion, for example) or financial, ranging from WTI Crude to Sugar No. 14 to South American soybeans to C3 to ISO-4. Just explain your reasoning--very interested to hear what you have to say.
Liquid Natural Gas for me, simply because of increasing global demand and the US' abundance of natural gas. If FERC passes regulations to export for the first time (likely before end of '12), I have very bullish expectations.