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Tags: Commerce, Commodities, Financial Markets, Funds, Futures contract
I think you are correct that low interest rates will keep the interest in commodities up, chances are it is another bubble (and so says Roubini too). The danger is that the USD is not allowed to drop anymore. The Fed could raise interest by a symbolic 0.25% and cause great damage to stocks and commodities.
The issue with commodities is that they are usually correlated. Investors should also properly diversify if they go into commodities, high correlations are not good. GRN and BAL have the perfect 0.0 score for uncorrelated ETFs. These are global carbon (is carbon a commodity?) and cotton. Other good pairs:
UAG/SGG
JJT/AGF
GRN/GCC
(correlations taken from full list at http://shockedinvestor.blogspot.com/2009/10/correlation-of-all-commodity-etfs.html)
[...] Money Morning: Five Ways to Ride the Commodities Bull [...]
[...] a longer horizon of two to 10 years, I believe that resource limitations will also have a negative effect (see GMO's Second Quarter 2009 Quarterly Letter). I argued [...]
[...] prices will feed through to inflation," said Hutchinson, who sees the current surge in commodities and stock equities as a bubble that has profit opportunities for [...]
[...] Money Morning Special Investment Report: Five Ways to Ride the Commodities Bull. [...]
BHP is the world`s biggest miner & has oil.Australian gold stokes took over after the Californian gold rush–why no metion? I have on ASX__HEG,SHX.NQM. all penny stokes with great potential.
Can anyone say silver at 50 and gold at 3500 an ounze? Of course commodities are going to go thru the roof. Take a look at the charts. And where on Gods green planet are we recovering? Real estate prices will drop more and the dollar is going to be almost worthless. Really I can not see any type of recovery in any arena. HYPERINFLATION yes………….
Dear Mr. Hutchinson,
I'm a Canadian resident. My money are locked in RSP., and I'm invested in Direct Investing with the Royal Bank of Canada.
If I invest in the U.S. what are the tax implications?
I'm interested in Tiny Texan. How can you invest in Tiny Texan if it's not on the market?
When I was interested in Penny Stocks and I called to invest in MDOR, they warned me that they don't do paper trade because of what happen in the past. These stocks most of them are over the counter.
That something that I never did and I don't have any expierence.
I hope you answer my email.
Thank you for your information.
Sincerely,
Grace Tonna
Dear Editor,
Well nobody is mentioning STEEL in the commodity sector. But at the end IRON ORE is used in STEEL isn't it? If you don't use STEEL then your IRON ORE can rather stay in the ground then!!!
The OLD infrastructures in the US and in Europe are mainly STEEL infrastructure. They will need to be replaced!!!
So the biggest boom to come is in STEEL SHAREs. Choose Thyssen (germany), Arcelor (europe) , any big steel US steel maker and you will be a winner. Those shares have fallen dramatically, are languishing down but they will rebound. Be patient…
STEEL AND ZINC (specially GALVANISED products) as well as Aluminium.
Don't look further.
Regards,
Alex Wonner ( big steel investor with iron nerves!!!)
I'm wondering if I made the right choice by switching my Siver investment from slv to slw?
I know slw is a little more costly to purchase,but when I did my research on them and discovered they have locked in Extremely low cost of buying silver and gold in some 15 different contracts ,one being 3.50 aprox. for silver .I couldn't see how one could not make a ton of money if we stay on coarse with the commodity boom as we are.
I would cheerish your opinion of my switch in the two very much. I just want to hear yes jim thaqt was the way to go if you ask me.lol Thanos in advance sir.,Sincerely,Jim M. /Fl.