Stelco, Algoma and Carbon
It is a little hard to write about the commodity investments I am making. Because I am just not sure yet – about the short term.
The long-term trend to me is clear – and it is all about carbon. But whether this is the right time to be buying some of these names – I have less confidence in that.
Right now I own some copper, some tin, some steel and a few shipping stocks. All of these names have had big runs already, and they have all pulled back. But most are way above their historic levels, and…
