How long until commodities return to correlation with real growth? Demand destruction from inflation will eventually catch up to commodities and we should see a massive pullback.
First impulse off the bottom was well underway before the big news.
Now that everyone is piling in it's time to look the other way for a while as we figure what covid will look like this summer.
My guess is that the first dead bounce on equities and tech will be astounding, following a small rate hike, then growth will continue to slow.
The next impulse...
I believe that oil will dominate the commodities sector in 2022 first half, despite a strong dollar, pushing the commodity index to 2014 bear market breakdown levels. Strong dollar in latter 2022 will crush this trade for anyone holding on too tightly.
Then we won't know what the hell we're going to do. Although I suspect commodities could resume for a ripping...
Commodity index is reluctant to pierce the aforesaid 37 (R1) level coincides with 200w SMA indicates the index will take a breather to neutralize its prolonged overbought condition as seen on RSI. The index could make a return move to support level at S1 or further to S2 before it could introduce a change in trend to Bullish, if it could travel above R1. The...
The US dollar tends to trade in a ten-year cycle relative to global currencies. It outperforms for ten years, then underperforms for ten years, then outperforms, and so on. This year we seem to have ended a cycle of outperformance when the US dollar broke its ten-year trend line (orange line on the chart).
The dollar is inversely correlated to all sorts of other...
nice balance fund. Look up the holdings. Not heavy weighted in oil like others. Holds nickel,tin,zinc, wheat, sugar,pigs,cows...gold each roughly 7%. Good for the long term buy and hold portfolio
USCI -Commodities Index Mark Down from the Bulge Distribution Area
For those who hold an overall investment the Asset Value at Risk is the worst scenario the price can reach, the worst loss at normal market conditions, before to consider managing the investment into the Balanced Portfolio of Uncorrelated Streams.
Details on the chart.
Thank you
Girolamo...
I expect an increase in the USCI (US Commodity Index Fund) Index.
This could be a forerunner of the rise of commodity-based Stocks and Commodities.
It would be more accurate to turn to single commodities and stocks rather than this fund.
We'il talk about going from general to private later.
Nevertheless, let's write down the parameters that make this idea less...
