Keith Robison

Focusing on Commodity ETFs: Hyperinflation Seems Inevitable

The former manager of the PIMCO commodity fund told us that his feeling in early November was that we still have another one or two quarters of deflation. Nobody knows for sure, so many people have been wrong, but I'm waiting for a break in UUP and FXY. Until then I'm not going to try and pick a bottom. I believe the best inflation indicator is probably the dollar.


On Dec 02 07:31 AM Jack K wrote:

> Commodities make sense at the right time. But when is the right time?
> There are any inflationary indicators. Which one is most associated
> with a rise in commodity prices?
> M1, M2, M3, gold, oil, food, dollar vs. Once they triple in price,
> it is too late to buy them.
> They all have gone up at one point, without significant inflation.
>
> What do you think, Keith?