Libya: Oil, water, gold

14th April 2011

The oil price has sky rocketed over the past few months.

The finger has been pointed at the troubles in Libya and claims of supply disruptions have dominated the press.

However, are these claims grounded in fact or are we watching yet another sentiment driven bubble?

Is there a downside risk being ignored? What are the other Libyan assets we should be aware of and how should we best invest in the face of such turmoil?

More here…

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