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Against the grain
Vermillion Asset Management’s Chris Nygaard and Drew Gilbert take an atypical approach to commodities
By Irwin Speizer Chris Nygaard and Drew Gilbert: We are thinking about how supply and demand is going to evolve (Photographs by Brad Harris)It was a bitter spring for commodity investors as a surprisingly steep plunge in prices battered portfolios. The carnage was particularly brutal the first week in May, when
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