There is a new market environment in the commodity investing complex, notes Goldman Sachs research. Taking a page out of the recent interest rate environment in the developed world, the “low for longer” tag applies to the oil market, which is leading the commodity complex lower against a hawkish US Federal Reserve regime. Andy Hall Is The Latest Victim Of Fake News [dalio] In the supply and demand tug of war, commodity investing blues are due to supply Commodities, down -10% year to date, have been the loser in a diversified portfolio. Their day would likely come if inflation grips…
Fundamental Rules of Commodity Investing Underappreciated?
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.