The long and the short of it: A look at Commodities & Currencies

Posted by David Rosenberg - Gluskin Sheff

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In this issue

• While you were sleeping: better tone to the global equity markets after a rough day yesterday

• The long and the short of it: a look at speculative positions in various commodities and currencies

• Random market and macro comments

• Consumer confidence turns back down

• Update on our in-house valuation models