If you had a dollar for every article about how horrible commodities have been performing, well, you’d be rich.
Category: Chart of the Week
23
Jul
2015
The Cringeworthy Long Only Commodities Table
How the numerous commodity ETFs which have sprung onto the scene the past few years are tracking a simple strategy of just buying the December futures market of that commodity, under the theory that the ETF will have to roll their positions periodically throughout the year, and in doing so take on costs the simple strategy does not have.
22
Jul
2015
An Alternative Way to view Diversification
One of the many ways to look at diversification over the past 15 years. Have you called the winners each year?
07
Jul
2015
Infographic: 7 Traditional vs 7 Alternative Assets in 5 Bear Markets
Introducing an infographic looking at 14 different asset classes performing during 5 different crisis periods over the past 20 years, thanks to our newly found graphic designer, which came as part of our merger with RCM.
11
Jun
2015
Does Greece Control the German Stock Market?
there’s no denying the role Greece has played in European markets, be it the Euro Currency, or the Euro Bund. Fast forward to today and we’re seeing the Dax make a bit of a crazy move of its own:
20
May
2015
Everything you need to know about El Nino & Commodities
What’s the first thing you talk about with a stranger? The weather. Why? Because it’s constantly changing and meteorologists are poor predictors. It’s part of what makes global weather so volatile, and what makes those commodity futures markets that need such weather to grow so non-correlated to the equities. If we need any further proof of this, look […]
28
Apr
2015
5 Thoughts on NASDAQ 5,000
Here’s our quick thoughts on something that took forever to happen.
19
Mar
2015
Yesterday’s Atomic Green Bomb
Ouch… that was one heck of a day yesterday for those long the US Dollar and short just about everything else against it, including Grains, Energies, and Foreign Currencies
06
Mar
2015
Where Do We Put All This Oil?
For the first time in forever, our nation is presented with a problem we wish we had in the past… where do we put all the oil? Think about it, some might argue that wars have been started over how much oil we have. Bloomberg is out with a chart showing Cushing Oklahoma could run out of storage in a just a couple months if projected growth in supplies continues.
02
Mar
2015
Asset Class Scoreboard Two Months In
In a “business as usual” market environment with new all time highs almost every day in the S&P 500, Dow Jones, and NASDAQ Composite, it’s fun to play the game, which asset class has done the best since the beginning of the year, or over the past twelve months. You might be surprised as to who’s on top and who’s not.
