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- Tuesday Outlook: Commodities, Emerging Markets [view article]
- Friday Outlook: Commodities, Emerging Markets [view article]
- Sugar Futures Drop; Fundamental Picture Currently Ignored [view article]
- Commodity Collapse [view article]
- Wednesday Outlook: Commodities, Emerging Markets [view article]
- The Burst Commodities Bubble [view article]
- Performance for Harvard, Yale Endowments in 2008 [view article]
- Tuesday Outlook: Commodities, Emerging Markets [view article]
- Don't Write off the Gold and Commodities Bull Run [view article]
- Friday Outlook: Commodities, Emerging Markets [view article]
- The Professor Of Commodities: Interview with James Doran (Part II) [view article]
- Global Liquidity Crisis: What Now? [view article]
Recent DBC Articles
- Tuesday Outlook: Commodities, Emerging Markets
- Commodity Collapse
- Sugar Futures Drop; Fundamental Picture Currently Ignored
- Friday Outlook: Commodities, Emerging Markets
- Wednesday Outlook: Commodities, Emerging Markets
- The Burst Commodities Bubble
- Tuesday Outlook: Commodities, Emerging Markets
- A Look at a Market That Punishes Risk
- Key Asset Class Performance
- Global Liquidity Crisis: What Now?
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Friday Outlook: Commodities, Emerging Markets [view article]
I have read another reason for the strong dollar. This comes from Chuck Butler from Everbank who writes a daily blog called "The Daily Pfennig""One of the things we've learned this week is that the European banks are not getting to go Ollie, Ollie Oxen Free, on the holding of toxic waste debt... And since they are U.S. issued mortgage bonds, the trader that called tells me that they need to have capital reserved in U.S. dollars. Well, usually, these banks use LIBOR for this funding... But with the credit crunch going on all over, LIBOR rates have gone through the roof. So... Looking for alternative means of raising capital, the European banks have turned to the euro / dollar swap market... Selling their euro reserves and buying dollars"
The libor rate does not seem to be coming down any time soon, so Uncle Bucky could be strong for a while. Not good for all the foreign currency ETFs I hold. Reply
Stocks vs. Commodities: Which is a Better Investment? [view article]
I am not sure why this is. Maybe owners of capital have more leverage than owners of commodities, geo-politically speaking. ReplyA Look at a Market That Punishes Risk [view article]
Yep, this market punishes risk. No two ways about it. It seems the streets have started bleeding. And the bleeding will get worse......But in terms of the junk bonds, with closed end funds trading at a 20% discount to NAV and yields of 15ish %, it seems that it might be worth scaling into a few of these dogs that everyone is throwing out. Same might be said for closed end, investment grade, muni bond funds with 6.5-7 tax free payouts.
I'm thinking here that even if these things collapse another 10 or 15 percent, if you scale in, and you're collecting the coupon as you go, you have a pretty good chance of beating 3month t-bills in a year. Of course, if you belive the world is coming to an end, well, then t-bills are probablly the best choice.
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Friday Outlook: Commodities, Emerging Markets [view article]
Mr. Fry, It is getting to be a case of looking forward to your annotated charts. Thank You ReplyFriday Outlook: Commodities, Emerging Markets [view article]
Mr. Fry, It is getting to be a case of looking forward to your annotated charts. Thank You ReplyFriday Outlook: Commodities, Emerging Markets [view article]
"...shotguns, food and booze." I love it... ReplyThe Professor Of Commodities: Interview with James Doran (Part II) [view article]
I agree. Anyone that knows even a little about commodities knows that the prices fluctuate. Go back to teaching! Those that can, do, those that can't, teach. ReplyFriday Outlook: Commodities, Emerging Markets [view article]
But what matters is that this post is the mirror of a recession of major proportions. Commodities are volatile, but usually not this much beta on a falling equities market. It seems to say that worldwide the consensus is for a major economic retrenchment. No matter how happy we might be with the Treasury plan, we have yet to see how it can be executed. The devil is, as usual, in the details.Thanks, great data. Reply
ing
Global Liquidity Crisis: What Now? [view article]
what about the swiss franc and the yen for those uncertain times? ReplyFriday Outlook: Commodities, Emerging Markets [view article]
"not good, especially if your Canadian or Australian."If you think that's bad ...... chart the USA and compare....... Reply
Friday Outlook: Commodities, Emerging Markets [view article]
good stuff... i hope you post this every week! ReplyMontreal
Friday Outlook: Commodities, Emerging Markets [view article]
It's getting chilly up here. Great charts, Scarey too. Even Gold and Oil got hammered, not good, especially if your Canadian or Australian. ReplyFriday Outlook: Commodities, Emerging Markets [view article]
Wow, you are good at drawing lines! ReplyThe Professor Of Commodities: Interview with James Doran (Part II) [view article]
complete waste of bandwith, time, etc. ReplyThe Professor Of Commodities: Interview with James Doran (Part II) [view article]
Don't bother to read it twice because your first reading was correct: it is empty of meaning. Why ?? Reply