True Stories from the Commodities Files

Some investors espy opportunity in an imminent recovery in commodities prices.

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In the spring of 2008, commodities trader Chris Nygaard and his colleagues at Vermillion Asset Management were perplexed. Overseas, food riots were raging; in the U.S. big-box chain stores were rationing rice; oil was heading well north of $100 a barrel; and countless charts were showing the prices of virtually every hard and soft commodity setting new records.

Nygaard,

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