Commodities - General News 03 (Jul 14 - Apr 18)

[behappyalways]

China's Great Commodity Bubble Loses Air Before It Can Burst
http://www.bloomberg.com/news/articles/ ... -can-burst

[behappyalways]

Jeremy Grantham publishes epic mea culpa admitting he got the commodities bubble all wrong
http://finance.yahoo.com/news/jeremy-gr ... 35311.html

[winston]

GS - Oil going to outperform metals

“This appears best done in equity, given lower transaction costs and lack of indices in credit.

Valuation and implied vol of the Stoxx Europe 600 Oil & Gas sector (SXEP) is low relative to the Basic Resources sector (SXPP).

We think it attractive to write SXPP calls to finance SXEP calls.”

Source: Barron's Asia

[winston]

Heavy Metals Sending A Warning To Economy, Markets

The vast under-performance of industrial metals compared to precious metals may be a warning sign regarding the strength of economic demand and/or investor skittishness.

Furthermore, if recent history is a guide, the stock market may have a difficult time defying gravity much further, as the industrial metals continue their relative deterioration.

Source: Zero Hedge

http://investingchannel.com/article/390 ... z-jUZF96M8

[winston]

Commodities Prices Will Remain Low For Some Time, Here's Why

by Clem Chambers

The metal cycle goes boom and bust like the other commodities but the bust is much longer. The last commodity bust for metals took a whole generation to turn around. This is because there is a cycle that is acute for hard commodities that takes a very long time to play out.

While oil will rise further and gold looks like it has seen its lows, significant upside for the other metals is not favorable until further notice.

Source: Forbes

http://www.forbes.com/sites/investor/20 ... dca6263f6f

[winston]

Commodities set to break into bull market after four-year rout

By Sharon Cho, Ranjeetha Pakiam

Source: Bloomberg

http://finance.yahoo.com/news/commoditi ... 45637.html

[winston]

Don’t miss this shot at 134% gains

by Ben Morris

Among the precious metals, gold rallied 23% off its low… Silver rallied 27%off its low… And platinum rallied 33%.

In energy, natural gas rallied 60% and crude oil rallied 96%.

Among agricultural commodities, soybeans rallied 36%… Coffee rallied 26%… And corn rallied 25%. Sugar prices are up 90% from their August low.

By most common definitions, all of the commodities above are now in bull markets.

Source: Daily Wealth Trader

http://thecrux.com/dont-miss-this-shot-at-134-gains/

[winston]

Commodities Players Are Set Up for Market-Crushing Gains

Here's the broadest exposure you can get to this fresh bull market, but it won't be this cheap for long...

By PETER KRAUTH

The U.S. Commodity Index Fund (NYSE Arca: USCI) is a unique exchange-traded fund product. USCI tracks the SummerHaven Dynamic Commodity Index, which looks for "opportunities" in commodity prices.

Essentially, the way it works is the index buys the seven commodities that exhibit the greatest "backwardation," which basically means buying futures contracts that sell for less than the current month's contract. Then it buys the next seven commodities that have the strongest 12-month price change.

Source: Money Morning

http://moneymorning.com/2016/06/23/comm ... ing-gains/

[winston]

The worst commodities bust in generations is over… Time to buy!

by Dr. Steve Sjuggerud

Stocks and real estate have boomed. Commodities haven’t.

Their time is now. Take advantage of it…

Source: True Wealth

http://thecrux.com/the-worst-commoditie ... me-to-buy/

[winston]

What Brexit means for the dollar and commodities

by Matt Badiali

Source: Stansberry Resource Report

http://thecrux.com/what-brexit-means-fo ... mmodities/