The International Monetary Fund says that prices of many commodities are likely to increase further in 2010. However, the fund estimates that the probability of another commodity price spike would seem remote over the near term.
Demand is expected to continue rising at a solid pace as industrialization continues in emerging and developing economies.
Comment: We like commodities and will watch them carefully on “The Adaptive Shark” throughout the year. Expect much more from us on separate commodities, production cycles and new business opportunities.
Who will profit: Commodity producers, commodity traders, food processing industry.
Who will lose: Automakers, airlines, low-value-added manufacturers, governments (especially in poor and developing countries).
Crazy idea: Develop commodity monopolies.
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