JPMorgan’s Marko Kolanovic isn’t the only analyst bullish on oil. A January 18 Commodities Compendium report rhythmically titled “Lots of pain, no gain, supply to wane,” made key projections on what commodities long investors should hold, pass or fold on. Commodities are the most hated asset class Commodities are a “hated” asset class, the report points out, as it considers the most beaten down of the pack to develop a multi-pronged investment thesis based on supply discipline. “Prices keep on falling, producers are in a battle for survival and, more worryingly, demand isn’t reacting that positively as of yet,” the…
Macquarie: Commodities Value Found in Oil, Gas, Zinc, Palladium
Mark Melin
Mark Melin is an alternative investment practitioner whose specialty is recognizing the impact of beta market environment on a technical trading strategy. A portfolio and industry consultant, wrote or edited three books including High Performance Managed Futures (Wiley 2010) and The Chicago Board of Trade’s Handbook of Futures and Options (McGraw-Hill 2008) and taught a course at Northwestern University's executive education program.