Against the Grain

03/31/2014

David Iben of Kopernik Global Investors describes why today’s market is reminiscent of 1972 and 1999, how he’s reconciling risk versus reward in Russia and China, where single-industry valuations appear most out of whack on a global basis, and what he thinks the market is missing in Centrais Eletricas, Cameco, Newcrest Mining and SkyWest.


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