Woops. I realize that, in my previous post, I was using poor examples to illustrate my argument. The article in question referred to assets, and I was using commodities to show the flaw in the argument. These are not the same thing (some commodities are assets, but not all assets are commodities), so that's a little embarrassing, both for me and our editing staff...
But even if we replace my bad examples with more traditional assets (land, buildings, machinery, government bonds) the argument stays exactly the same.
