A resource bubble? No…demand is growing

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There’s a lot of discussion about resources being a bubble and about why each faltering piece of data about slowing GDP grow signals lower demand ahead.

It’s not. Demand is growing and prices, logically will follow. So what if they pull back from time to time.

The world wants to use and buy more…of just about everything.

Source: BLS, FactSet, J.P. Morgan Asset Management.
Data reflect most recently available as of 6/30/11.

Source: JP Morgan funds

Thanks to Barry Riholtz and his blog, www.riholtz.com where I originally spotted the chart.