Australian Prime Minister Julia Gillard on the global commodity boom

There's no advice to me that would cause me concern about Chinese demand collapsing.

~ Julia Gillard, Australian Prime Minister, "Unease in Australia," Bloomberg Markets, November 2011

Pimco fund manager on the commodity boom

Dramatic gains that we’ve seen, primarily liquidity driven, are unlikely to be repeated [in the next three to six months].

Large parts of the global population, particularly in China and India, are going through a particularly commodity-intense growth phase, [which bodes well for commodities’s longer-term prospects]. We see significant supply-and-demand mismatch.

~ Mihir Worah, portfolio manager with Pimco who leads several of the firm’s top performing commodity-based funds, "Why commodities still belong in your portfolio," MarketWatch.com, June 10, 2011

Eike Batista on his biggest concern

My biggest concern? Well, none.

~Eike Batista, chairman and CEO, EBX Group, CNBC interview, May 4, 2011

Ron Insana calls for market correction, bearish on 'commodity complex'

I suspect this market is susceptible to a, we're now down 3%, 3-10% off the highs. I am bearish on gold, I own puts on gold just to put that out there, and I am bearish on the commodity complex generally. But I think the risk-reward still favors stocks over the asset classes people have been dabbling in, or, in the case of Treasury bonds, far too deep in for the last several months.


~Ron Insana, CNBC interview, March 10, 2011