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matt_heimeryesterday at 5:58 PM1 replyview on HN

I'd have a better portfolio right now if I invested in RAM instead of equities.


Replies

saltcuredyesterday at 6:42 PM

RAM is more like agricultural products (with short shelf-life) than commodities like fossil fuels, mineral ores, etc. You can manage an inventory or speculate on production, but you cannot really hold a "portfolio" of it in any sensible way.

So, you should get into RAM futures if you believe this is more than a transient arbitrage sort of situation. All extant RAM will become obsolete as the demand shifts to newer, fancier versions.

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