$spy $tlt $crb Nearing a topIt could get uglier for stocks here if we continue higher on commodities. by shawnsyx680
SECTOR ROTATION CHEAT SHEETIf 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. Shortby tarheel740
CRB - Commodities at multi decade lowsCRB at all time lows - should be an allocation once dollar strength situation is resolved one way or the other. Longby entropycapitalUpdated 1
$spy $dba $dbc Commodities headed higher still. Ala 2007This is bad. When you can't create supply what happens to the saying about what cures high prices? Waaaay Higher prices and Economic global recession.by shawnsyx680
CRB Commodity Index predictionCRB Commodity Index prediction When it gets highs the equity takes opposite affect so its inversely proportional Longby rashidsaleembaig0
TRJEFFCRB (CRB Index) - Correction ExpectedTRJEFFCRB expected a correction in this rally from this pointby linor0
Massive pullback in commodity prices might be coming...We might seeing around 30-40% pullback in commodity prices in the coming days which will be a buy of a lifetime opportunity because after this pullback I don't think we will ever look back while the world will be heading into a new place.by BigPippinSpendingGs0
$spy $crb Major target reached $cl_f $tnxCommodities have reached target and key overhead resistance. Short April crude at 89.80 Yield in tnx also reached target on same day and I bought bonds at 152.20by shawnsyx680
CRB Commodity Index UpdateBack 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. Longby RealMacro13
DEFLATIONARY WAVE TO START NOW We have just ended 99% of the reflation wave in all assets .We are setup on any new wave up to end the reflationary forces from the FED . I SEE NOTHING PUT DEFLATION JUST AHEAD IN ALL ASSETS Shortby wavetimer221
Commodity Index - at Critical JunctureCommodities have continued a steady climb, and the CRB Index is outperforming SPY (as noted in an earlier post). But CRB is now hitting the upper edge of a resistance band with longer-term market cycle implications. A close watch is required here to see how the CRB Index performs at this crucial juncture.Longby jay_S_Updated 0
Fractal dynamics analysis of commodities by CRB INDEXFractal dynamics analysis of commodities represented by the CRB INDEX in fractal relationship with the Morgan Stanley stock moved forward by 90 months, this road map detects the similarity of the Wyckoff phases and becomes a binoculars on the future of the direction of the commodity price , this study highlights a long-term future bullish trend in commodities.Longby claudioiommi0
CRB index on Support - go LONG ?Following my last post on Crude, i am showing the weekly chart of the Thompson Commodity CRB index. Right now its sitting at around 206.95. The old saying "Old Top becomes New Bottom" could be a valid case here. Crude oil is the largest constituent in the CRB index and it affect the price greatly. Follows by Hard then Soft metals (except gold). So my opinion is Copper will also rise together with oil. Let's keep an eye on this. Longby fredpuiUpdated 441
The Commodities Index Looks Set to Go LowerThis index is breaking down after showing bearish divergence and having a false bullish breakout on the Daily and Weekly. Based off this and the weakness we're seeing in the commodities themselves i expect the prices of Precious metals to begin a new downtrend in the coming weeks and for the price of Thongs such as Wheat and Soy to have a major decline. I would also expect many Mining Companies to go down such as FCX and SA and for the Value of the US Dollar to rise.Shortby RizeSenpai1
CRB / S&PCRB (commodity index) / S&P 500:. The Thomson Reuters CRB index is a basket of 19 different commodities heavily weighted towards Energy and Ag (39% Energy, 41% Agriculture, 7% precious metals, 13% industrial metals) In bullish cycles with strength in stocks and commodities, it is typical for commodities to have a correction in the middle of a Stock Market bull run. It is healthy for the stock market, and consumer driven economies, to see commodities pull back to keep cash in consumers’ pockets. Cheap food and cheap fuel leaves more cash in consumers’ pockets…A correction or bear move in Equities pull commodities down with it and then a new cycle begins. Many fundamental reasons to be bullish commodities, but one must be careful. 1. A stock market drop will take commodities with it, maybe for just a short period. 2. The govt has injected major cash into this economy. They may take drastic measures to secure their investment. I have no idea what it could be but I wouldn’t rule out policies, programs, reports, and etc that target the rising price of food and fuel….. by mtb19801
$spy $tlt $gld $iwm What happens to commodities here is key for the market. It controls the direction of $tnx which controls next move in $iwm and $gld There is an outside shot we get a temporary spike to 232 on the crb index, but I think that is it. High portability that we get a substantial correction sometime soon. Tnx looks like an inverted H&S bottom but that would require a super cycle move in commodities beyond 232 to confirm. Lots of uncertainty for several important sectors here. Implications are huge on how this resolves.by shawnsyx680
Return of inflation ( by CRB)It is just the very beginning of a long term inflation History may replay how things occurred from 2000 to 2008 after a sort of crisis(s)Longby HansHanzz0
Commodities PRICE posibile directions.Commodities are at an important monthly liquidity zone. Price action from this point will determine if a new descendent trend will start or the price will continue the up trend. At the fundamental level there are labour shortages and severe suply chain disruptions. The rate of growth is the sharpest since May 2007 but firms have dificulties procesing new orders amid materyal delivery delays.by TheNorbert1
$spy $tlt $cl_f Is inflation about to peak and rollover? Odds are high that we have seen or are very close to a peak in inflation.by shawnsyx680
CRB Says Inflation Is Not Over YetInflation has been driven by excessive deficits ending up as savings in the hands of the few net savers who ran out and speculated in all asset classes. Util Covid came along commodities were out of favor. When the $6 trillion in deficits (or 40% of Real GDP) in a little over a year ended up as profit savings in the hands of the few. Dollars started spilling over into the commodities from Stocks, Bonds, & Real Estate. Many are blaming supply shortages, too much demand, M2 what have you. Do they contribute to inflation? Sure, but that is not the cause. The cause is in money flows. back on March 16th, 2020, I posted this chart Clearly, Money flowing into commodities pushing up interest rates was the root cause. As long as the CRB index remains elevated inflation is not going away anytime soon. As the FED finally admitted this past meeting. BTW Warren Molser was wrong about inflation. We got high inflation with Zero Interest rates, not higher rates. Personally, I love this Tradingview feature with twits, it allows for some accountability in what people say to the masses. Clearly, Molser is wrong, higher rates do not cause inflation (Think Volker who killed inflation with higher rates)Longby RealMacro2
$spy Crb index rising wedge =increasing risk to inflation thesisI would be careful piling into commodities right here. May have a little more upside, but downside risk is developing. Energy carrying it right now. Not to mention the bearish RSI divergence forming as wellby shawnsyx681
Supply Chain Inflation Became a THANG Jan 4 2021Rarely if ever have I seen a "cute story" say the truth of what is really going on in the markets. From Buy Gold Buy Silver Crash JPM Gold is real money Hyperinflation blah blah to EU Dismantling Banksters PEAK OIL China Hard Landing China Soft landing Stagflation in 2018 Covid is a liberal Hoax and goes away To inflation is a supply chain problem, not endless trillions of $ printing, ZIRP, QE, Endless lending facilities problem. I have documented the inflation trade over these past few months. Inflation is occurring thx to excessive deficits stuffing the top 5% of savers with endless trillions of $s that are causing overflow spillage from stocks bonds and real estate into commodities. NOT supply chains. As you can see "supply chain" inflation didn't come to pass till Jan 4, 2021? Really? How convenient. They will say anything to keep people from blaming bad political economics. This is not to say supply chains do not have their problems. But that's not why we have inflation with high unemployment. We have it bc of bad monetary and fiscal management. by RealMacro0