Tony Daltorio

Investment in Commodities for the Coming Decade

Excellent article...I agree that commodities should be a part of every investor's portfolio.

U.S. Treasuries in a Bubble, Not Commodities

I agree with the author...the bubble in US Treasuries is the biggest I've seen in my near 30-year investment industry career.

And when that buuble does burst, look for the possible collapse of many major US financial institutions who have moved their assets from one bubble - mortgage securities to another bubble - Treasuries.

Deja Vu 2008: Crude Oil Market Entirely Detached from Fundamentals

I continue to be amazed how people in the US continue to ignore fundamentals! The fundamentals for oil are solid - demand is strong in the emerging world and global supplies are shrinking.

Get it through your heads that it does NOT matter if the US has some excess inventory right now in oil...the US is swiftly becoming a non-factor in all the commodity markets.

The only bubbles right now are NOT in commodities - they are, thanks to the Fed and Wall Street banks, in the US stock market which is 40% overvalued and the Treasury market which is the biggest bubble in financal market history!

Jim Rogers on the Next 10 Years

A comment on the commenters:

1) I have followed Jim Rogers advice throughout the decade for both myself and my clients - we are up about 200%.

2) Most foreign people I have come into contact with on my overseas travels speak at least several languages. The only people around the globe who seem to speak only one language are arrogant Americans.

What's Wrong with Market Speculation?

I continue to maintain that speculation in the commodity markets are a drop in the ocean compared to the rampant speculation right now in the stock market.

Apple has more speculation in it in one day than the oil market does in a year..........

If the regulators want to clamp down on speculation, they need to clamp down on the stock market.

Inflation Ahead

The deflation trade and the related bubble in Treasuries are probably the most crowded trade in history.

Deflation is nothing more than a fairy tale dreamed up by Wall Street and Washington to sell Treasuries at near zero percent.

I am still waiting for a deflationist to show me where the deflation is, except in assets which were inflated to bubble-like levels and are merely falling back to earth.

Is Excessive Speculation in Oil and Commodities Markets Actually Occurring?

Great article! Again most of the commenters are looking in the wrong place - if you are looking for "excessive speculation", you need look no further than the stock market, the "green shoots rally" and Goldman Sachs. The stock market speculation absolutely dwarfs what occurs in the commodities markets.

Is Excessive Speculation in Oil and Commodities Markets Actually Occurring?

Your comment is pure bs. I will support your "solution" if you will support the registration of all people who speculate in Google, Apple, etc. where the speculation DWARFS the speculation that occurs in the oil markets.


On Jul 09 06:08 PM SteveK wrote:

> This article is unadulterated bs. There should be a rule that whoever
> buys,sells, owns oil futures MUST register themselves and be in a
> position to put-up full monetary value oil trades and be able to
> take 100% delivery of oil futures they trade! And I don't mean taking
> delivery via a third-party! We need to stop enabling speculator gamblers
> from throwing hordes of money into oil futures, manipulating prices
> via artificial demand/supply machinations, and then rolling-over,
> closing-out, or selling their positions to eliminate taking delivery.
>
>
> These speculators are nothing more than gamblers ... their activities
> have no legitimate bearing on any facet of global demand or supply
> for oil ... and they do nothing but distort prices in the oil marketplace.
> The government should regulate oil traders and eliminate blatant
> speculative activities!

Oil Futures: It's Not Manipulation, It's Stupidity

I am amazed by how commenters don't see the forest from the trees. Yes, there is "manipulation" in the commodities market, but it is DWARFED by the manipulation in the stock market. I feel much safer buying oil than stocks with fantasy valuations like Apple.

Deflation vs. Inflation: The Great Debate Rages On

Apparently you missed the point of the article completely and have been duped by the Big Boys.

Deflation is a complete myth invented by Wall Street and the US Treasury so they can get "suckers" to buy Treasuries at ridiculously low interest rates.

The only "deflation" that is occuring is in the value of assets that had bubble type valuations such as US housing and US stocks, both of which are still overvalued and will fall further.

The value of "real" goods and services are inflating due to the decline in the value of the US Dollar among other factors.


On Jul 05 09:39 AM stocknerd wrote:

> Inflation is NOT in sight. Sorry all you financial gurus. It just
> ain't. All that money may be just filling up the recession/almost
> a depression hole we are in RIGHT NOW. Please one crisis at a time.
> I would love to see a little inflation now in house prices and wages.
> No inflation. None. Nada. Zip.

Inflation: Too Early to Worry?

Have you ever left the basement of your home?

Asian economies, led by China, are now much reliant on internal demand growth than demand from overleveraged Americans.


On Jun 22 11:54 AM I need more cowbell wrote:

> All the Asian export economies, which will suffer worse than non-export
> countries, are toast.
> www.philstockworld.com...
>

Secular Bull in Commodities Remains Intact

Excellent article! Commodities, along with emerging markets, are the places to invest your money for growth.

Jim Rogers: U.S. About to Have a Currency Crisis

Jim Rogers is usually spot on when discussing Long-Term trends. As can be seen by some of the commenters, his words are wasted on the deaf ears of traders who think one week is a long time.

Long-term the best places to invest money will be out of the Dollar and into real assets such as ag. If one must invest in stocks, invest in the emerging markets such as China.

The absolute worst places to put your money are US Treasuries (expcept TIPS) and US financial stocks which have been driven higher purely by bullish sentiment and has no fundamental drivers behind it, unlike commodities.

Great Expectations for Obama, But Not the Markets

I don't care if it's caused by greed (tech & real estate) or fear (Treasuries)--- a bubble is a bubble is a bubble. When this bubble bursts, there will be more huge losses for the Wall Street community.


On Nov 11 08:42 PM Georealist wrote:

> After reading JasonCs post I feel like I need a United Nations Translator...what
> can he possibly mean..if anything? The real price of something IS..what
> people pay for it in the market! Or is someone talking to him privately
> and only JasonC and a few select others know the REAL answer?
> As for the article..there will always be optimism about something..what's
> the point? The flight to treasuries is defensive and fear driven..hardly
> the stuff of great investing or bubbles.....
>

Great Expectations for Obama, But Not the Markets

I agree with what you are saying. The people with money - China, MidEast, etc. will spend the money they have helping their own people, NOT bailing out the US. I think that when the massive Treasury refundings really begin in earnest next year, Wall Street will be shocked that most of the foreign investors who normally buy Treasuries won't show up.


On Nov 11 08:36 AM David Martin wrote:

> Spot on analysis.
> What is your take on the impact of the Chinese plans to spend another
> $300 billion a year themselves, leaving them with little budget surplus
> and presumably buying less US Treasury bonds?
> I(t soundds bad for US funding and the dollar.