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Dick Vodra, a Virginia-based advisor and energy policy expert, has a straightforward explanation for increases in oil prices. As an advocate of Peak Oil, he believes the global supply of oil is now in decline, and market imbalances have driven up the price. Vodra explains his views and his asset allocation model to position for a new energy paradigm.
Many believe the same supply/demand imbalances that plague the oil markets are also driving up the price of food. We speak with Jeff Auxier, a farmer and portfolio manager, review a new book, The End of Food, and look at the long term forecast for agricultural commodities.
Two letters to the Editor reflect on recent articles. The first looks at the process advisors use to interview active managers to separate "skill" from "luck." The second digs into some of the numbers behind our article on the cost of active investing.
We occasionally make mistakes, and we note a couple of corrections to recent articles.
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