Fascinating read. Thanks. The Dollar / Commodity Index correlation says it all.
17 May '15
interesting read,cycle wise,if like many,your just waiting for the cycle to come full circle,if you get my drift,the worst bear market since the Saudi induced recession from the early 70's,so the anylists keep saying,so gotta be a good rebound,when it happens.http://seekingalpha.com/article/3171276-the-commodity-bear-market-are-prices-really-cheap-today
17 May '15
Well Troajan, I've taken a view that the World Economy will pick up leading to a better environment for Commodities. I've 'Asset Allocated' accordingly, and invested in BRWM for it's discount and yield and in Vedanta for its yield and its very direct exposure to the massive backlog of Indian Infrastructure spending.
16 May '15
have commodities bottomed?the big question,seems the dollars topped out,or not far off,unless it continues another run up,after this dip/correction.http://www.marketwatch.com/investing/index/dxy/charts to early to say,but ime going for "bottomed",with a few sideways movements,amongst the choppy bits for the rest of the year,all depends on inflation now,will we get some meaningfull ammounts,like 2%.
14 May '15
Nice RNS today that basically says that today's problems and responses, are tomorrow's opportunities. I understand that supply is restricting, now we need demand to blossom. It basically tells us to wait. Keep on buying, keep on buying, these. But don't hold your breath. 3 years.
8 May '15
Shake up needed
Time for a change of management to narrow the discount.
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