Pundits, Facts and the Future… Ritholz – Commodity Research Group

January 14, 2017 by Jim Colburn Leave a Comment

Barry Ritholz reports on an excellent Howard Marks letter to investors here:

https://www.bloomberg.com/view/articles/2017-01-13/pundits-facts-and-the-future

I like point number 3, but do read the whole thing…

3. Anyone who isn’t confused doesn’t really understand the situation: Forget the future; most people don’t understand the present. The world is complex, nuanced and filled with shades of gray. Most people have difficulty understanding the complexities of causation. Our tendency to oversimplify tricks most of us into believing we understand what is happening most of the time. We don’t.

Commodity Research Group (CRG), founded by veteran analyst Edward Meir, is an independent research consultancy specializing in base and precious metals, as well energy products. The Group provides research and general price analysis for these markets, along with advice to companies seeking to construct commodity hedging strategies.

Our associates bring decades of experience to the table, as they seek to help our clients understand the markets. CRG will distill the myriad of pricing variables mentioned above into coherent research that is to-the-point and tailored to a clients hedging or pricing needs. In addition, CRG is available for consulting assignments and speaking engagements. CRG does not manage money or trade for itself.

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