2018 – Commodity Bull Market!
The evidence is mounting that the low point in commodities in early 2016, led by the plunge in oil prices, was a major secular low for the asset class and it has entered a new bull market. Broad based commodities, […]
Commodities: Event Risk and Crisis Alpha
In the hours following the escalation of rhetoric between North Korea and the U.S., commodities rallied significantly. Each of the energy, metals, and agricultural sectors experienced gains, with crude oil, natural gas, gold, silver, industrial metals, corn, soybeans and wheat […]
The Cure for Low Crude Oil Prices…is Low Prices. And it’s Working!
For the week ended July 28th, Crude Oil logged its biggest weekly gain of 2017, with WTI up 8.6% and Brent up 9.3%, resulting in the market’s best month since April 2016. Should we be surprised that the tone of […]
Commodities: Focus on Metals
With all the recent attention on the Energy sector (THE CURE FOR LOW CRUDE OIL PRICES…IS LOW PRICES), we thought it would be constructive to look at the positive developments in one of the other market sectors. The Metals sector […]
INFRASTRUCTURE! THE LONG-TERM DEMAND FOR COMMODITIES IS GROWING
The demand side for commodities has a major new engine of growth in the years ahead; the need for infrastructure! And it is coming at a time where the supply side is already constrained due to the downsizing that occurred […]
The Cure for Low Crude Oil Prices…is Low Prices
“The American Petroleum Institute (API) reported a significant 5.79 million barrel drop in U.S. crude oil supply, the biggest draw since December, 2016. This comes after a reported 4.2 million barrel drop a week ago.” (5/9/2017) Oil suffered a severe […]
Inflation and Unexpected Inflation
Last month we saw continued signs of inflation moving up at a faster pace than expected, not just in the U.S. but globally as well. And while absolute levels are not high, recent trends point towards higher levels. Much research […]
Rogers International Commodity Index (RICI®) Composition Unchanged
MIAMI, Jan. 20, 2017 /PRNewswire/ — Following the annual meeting of the Rogers International Commodity Index (RICI®) Committee, Jim Rogers and Beeland Interests, Inc. announce no adjustments to the weights of components comprising the RICI. This outcome reaffirms the founding […]