Hamilton Capital Management - Registered Investment Advisor

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Regional Specialists Review May 2011

Overview: Commodity prices suffered a tectonic shift recently.  With prices at apparently speculative levels, a correction was inevitable.  This has triggered talk about whether we're in a rotation from "risk" trades to a more sedate stage for markets or whether commodity prices will resume their ascent.

This pause has been significant and, even if prices stabilize at current levels, we believe it represents a material "sale sign" for users of commodities and could serve to support future consumer and business demand, economic growth in countries that are net users, and global earnings.

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