Commodities: Bull Or Bear? Charts

A lot is going on in markets right now with regards to commodities, emerging markets, and in particular - the US dollar.  The moves of the next few weeks have the possibility to shape the prevailing trend of the markets for the next few months if not years, so...

Commodities: Cheap And Out Of Favor

This is the penultimate in a 10-part blog series where I will go through each of the charts from the 10 Charts to Watch in 2019. The purpose is to add some extra comments and context around the charts, as well as to explain some of the finer details...

Are Commodities Signaling A Shift Away US Equity Leadership?

Most commodities have suffered lately with the backdrop of tariffs and China’s devaluation. But some have fared worse than others, and there is information content to the relative move in commodities. While copper catches many of the headlines (i.e. Dr. Copper, the metal with a Ph.D in economics) the...

Commodities And EMFX – The Big Breakdown

I wanted to quickly share these two charts as I think they are really important and it's something I've been speaking with clients about a lot in recent weeks and months. The charts come from the weekly Global Cross Asset Market Monitor (get in touch for details), and simply...

Why You Should Be Focused On India & Commodities

In this video we talk about why India (INDA) and commodities in general are the next huge investment trend. To understand why, we need to understand the S-curve. Macro Ops has a detailed article on this topic that I’ll link to in the comments. Be sure to check it...

Commodities Flashing a Once-in-a-Generation Buy Signal

By Frank Holmes CEO and Chief Investment Officer U.S. Global Investors CTAs Extend Hold on Oil Warren Buffett: The Tale of Two Companies And Pricing Power Since the commodities supercycle unwound nearly 10 years ago, many investors have been waiting for the right conditions to trigger mean reversion and lift prices. I believe those...

Active fund outflows continue as commodities benefit

active fund exodus - The exodus from actively managed equity mutual funds continued last week. According to Bank of America’s weekly ‘Flow Show’ report, there were $7.4 billion of outflows from equities funds last month. Of this total, $4.8 billion was withdrawn from equity mutual funds, and $2.5 billion...

Which Commodities Will Benefit From Brexit?

Which Commodities Will Benefit From Brexit? Buy gold but be cautious around oil and copper, that’s the main takeaway from Deutsche Bank’s special commodities report entitled “commodities weathering the Brexit storm”. Most commodity markets remain plagued by oversupply, but the gold market is set to see increased demand over the next...

Investors Rush To Commodities Hedge Funds

Investors Rush To Commodities hedge funds The hedge fund industry just can’t seem to catch a break this year. Performance is abysmal and in today’s world of low-cost ETFs and tracker funds, the hedge fund industry’s antiquated 2/20 fee structure is attracting plenty of negative publicity. The combination of high costs...

Who Is Right Between Oil And Other Commodities?

Who is right between Oil and other commodities? by Fasanara Capital So far in May, base metals and Oil decoupled markedly (chart attached below). While the Oil price kept rising and moved closer to 50$, base metals fell off a cliff and descended below March lows. We believe that Oil is...

Investing After Commodities Super-Cycle

Investing After Commodities Super-Cycle by Dan Steinbock, Difference Group ACCORDING to conventional wisdom, the challenges of global commodities can be attributed to China’s slowdown. Advanced economies are not immune. In the US, just two commodity-related sectors — oil and gas, as well as metals and steel — accounted for more...

DoubleLine: Time To Revisit Commodities [Slides]

DoubleLine Strategic Commodity Fund webcast titled, "Time To Revisit Commodities." DoubleLine Strategic Commodity Fund - Rationale for Investing In Commodities Diversification benefits relative to traditional asset classes Potential low–to-uncorrelated return source to traditional asset classes Potential to hedge against unexpected inflation Physical assets have historically tended to move in line...

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