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Niall Ferguson Interview With Consuelo Mack


biaggio

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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

 

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