The chart posted is that of the CRB index The basket of ALL things . Iam looking for the High for the year in the stock market to form this jan 11 to the 18 and the Low for the CRB this should push the 10 yr into the last drop from 3.76 to 3.81 and then the TROUBLE
In 2023I will focus a bit more on helping the tradingview community to become better traders and investors using my approach. I will use the update feed to post my Comments, Thoughts, and charts about economics, trading, and investing. I will try to answer questions but am limited in what I can say publicly. Please keep that in mind. Of course, I will keep...
Looking like Oil is on a path to continue to outperform Gold regular target is 2.5X outperformance This is quite troubling since Gold is on the verge of a triple top breakout versus the dollar commodities supercycle? will Oil even be freely available in 20 years?? Fiat debasement? New energy technologies?
We’ve become so accustomed to headlines of ‘peak inflation’ and falling input prices that some have been throwing the wonderful ‘deflation’ word around. And we think most would enjoy a bit of deflation, as that would result in lower interest rates. However, with commodity prices (particularly oil) being a key driver of inflation, a lot of the softness can be tied...
Projection based on Elliott wave analysis. This outlook is for the 12-24 months ahead
I will say it again. Caution in all asset classes remains. How much risk are you taking on for how much reward you are expecting to acquire? Keep asking yourself that question. Better to be out of the market wishing you were in rather than being in the market wishing you were out. Not enough time to finish sorry :(
I will say it again. Caution in all asset classes remains. How much risk are you taking on for how much reward you are expecting to acquire? Keep asking yourself that question. Better to be out of the market wishing you were in rather than being in the market wishing you were out.
If bonds, stocks and commodities rotate above and below the 12 month ma then I'd assume we are in stage 5. Feel free to comment. Comments are welcome.
I will say it again. Caution in all asset classes remains. How much risk are you taking on for how much reward you are expecting to acquire? Keep asking yourself that question. Better to be out of the market wishing you were in rather than being in the market wishing you were out.
This weeks chart features commodities & the benefits of investment portfolio diversification. US Equities (shown here via $SPY, plotted in orange) had a tremendous run off the March 2020 Covid lows. But if you've missed it, note how the relative strength of commodities (in this case the CRB index) have outperformed SPY (relationship graphed via the blue line)...
Back on Apr 28, 2021, I posted a warning that commodities were about to explode higher. Since then the cute storytellers have tried in aver way possible to divert people's attention from the real reason for inflation Endless trillions of dollars printing. To this day the misinformation campaign continues.
MMT "Inflation is the limit" Apparently not. Be careful of what options people give you to judge. learn how to fact-check on your own.
Spend time learning good basic economics that applies in the real world. Not what is written in textbooks or theories.
Keep it simple with good risk-reward management! "We don't have to swing at every pitch." Warren Buffet
Feel free to ask more questions and we will put them on the next Q&A video. Thank you again for your support kind words. Humbled!
Commodities! Here is a chart showing TIPS (Treasury Inflation-Protected Securities) vs TLT long-dated bonds. As inflation fears rise TIPS outperforms TLT . (Color RED) As the CRB commodity Index rose (Color Blue) TIPS outperformed TLT . Now that the CRB INDEX is hitting 12-year resistance area it is likely to at least pause along with inflation fears. If the...
OJ1 Oranges have been building a higher low since spring of 2019 and completed the higher low in the Feb. 2020 crash. With broad commodities CRB having formed a long-term cycle low in the 1Q2020 and the global economy already heating up and many commodities already breaking out of their multi-year downtrends (Uranium, industrial metals, agriculture), it has...
I couldn't find any ETFs for oranges, I don't think one exists. In instances like this you have to get creative. In one of my value scanners, I found a citrus company $LMNR Limoniera. International citrus producer. I've been long this stock since it the mid-$14s. If the thesis on commodities, oranges, and global reflation turns out to be even somewhat correct,...