The time frames over the past couple months where it might have been a good idea to diversify
Category: Chart of the Week
Beef: Why there’s a Five Guys in your Town
It’s been a little over 10 months since we’ve looked at the Meat markets (Live and Feeder Cattle) hitting all time highs, and if you think that’s because the ascent has slowed down… think again. It’s almost become S&P-like boring to talk about…. Ho hum, another all time high in Cattle today as the market has marched on and on this year. . Feeder Cattle is up 42%, while Live cattle is up 22% YTD. But it’s not just this year. The cattle markets have been in a consistent uptrend the past 4-5 years, more than doubling in price since 2010 {past performance is not necessarily indicative of future results}.
The Commodity Super Cycle Ain’t Over – Yet
Great long-form piece by Erik Swartz over at Market Anthropology talking the commodity super-cycle, and how it might not be dead… We’ve talked about it being on the way to the morgue here and here.
Mr. Swarts bases his logic on multiple comparisons to different past market regimes – be it the 1930s – 1940s interest rate regime, the 1970s commodity cycle, or the 1980s stock market breakout; and gets a bit technical both with his charts and the writing:
5 Reasons This Crude Move is Unbelievable
t’s been one amazing sell off in Crude Oil; so amazing we can’t stop writing about it. We’ve covered the long term picture of Crude, The Best Tweets from Crude’s Drop, How to Play a Bounce , and everyone else’s articles on crude. But we can’t stop staring at it… We’re the commodity focused moth to the proverbial flame.
But why is this sell off so amazing? What’s special about it?
Move over Crude, There’s a new Oil in Town
Argentina’s Biofuels Chamber, The EPA, The National Biodiesel Board, and the European Union!? Who knew Soybean Oil policies could be so exciting
What You Don’t Know Can’t Hurt You?
We’ve been through this before. People suggesting that while the traditional 60/40 portfolio surely isn’t the best portfolio, an average investor probably won’t know the difference between it and a better one – in advance – so why try. Here are our thoughts.
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.
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.
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
5 Thoughts on NASDAQ 5,000
Here’s our quick thoughts on something that took forever to happen.