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- Commodity Collapse [view article]
- Commodities Boom and Rotation [view article]
- Don't Get Caught in the Dot Commodity Bubble [view article]
- Cost of Higher Commodities [view article]
- The Lighter Side of Sliding Commodities Prices [view article]
- Inflation Fears Subside [view article]
- ETF Update: New Asia ETF, Commodity ETFs, Base Metal Prices [view article]
- Commodity ETFs and ETNs [view article]
- Making Sense of Commodity Products [view article]
- Self-Evident Commodity Truths [view article]
- The Global Food Crisis: From Panic to Organic [view article]
- Managing Duration for Commodity Funds: Which Strategy Is Best? [view article]
loading ...Recent GCC Articles
- Commodity Collapse
- The Benefit of Higher Commodities
- Cost of Higher Commodities
- The Lighter Side of Sliding Commodities Prices
- Inflation Fears Subside
- ETF Update: New Asia ETF, Commodity ETFs, Base Metal Prices
- Self-Evident Commodity Truths
- Managing Duration for Commodity Funds: Which Strategy Is Best?
- Do "Images of a Shrinking & Damaged Planet" Influence Commodity Prices?
- The Global Food Crisis: From Panic to Organic
- Full List of Articles »
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Commodity Collapse [view article]
why does the article reference 1956 but the table shows the shorter decline taking place in 1984? ReplyCommodity Collapse [view article]
Deflation? ReplyCommodities Boom and Rotation [view article]
The equity and bond markets have benefited from a long period of low inflation, but ongoing and massive central bank liquidity injections point to a far less benign environment of elevated inflation ahead. Research from Agcapita Partners LP (Calgary Canada private equity firm) shows that investors must be prepared to rotate into asset classes with different characteristics.During the last commodity bull market/high inflation period in the 1970s equities materially underperformed farmland. The S&P 500 index returned less than 2% per year nominal (negative 50% in inflation adjusted terms), funds in a money market account returned 6% in inflation adjusted terms (barely staying ahead of inflation over 10 years) while western Canadian farmland went from around $100/acre to $550/acre (550% nominal return, 176% in inflation adjusted terms).
The world is still in the early stages of the current commodity bull market. When agriculture commodities prices are compared against their previous inflation adjusted highs they are significantly discounted implying scope for further price increases:
Corn is US$ 5/bushel currently compared to US$16/bushel in 1974,
Wheat is US$ 7/bushel currently compared to US$27/bushel in 1974
Canadian farmland is C$ 660/acre currently compared to C$1,100/acre in 1981
Reply
Don't Get Caught in the Dot Commodity Bubble [view article]
With hindsight your article has proven its worth. Commodity bubble has burst. ReplyCost of Higher Commodities [view article]
That is a valid point. The difference of course is in Consumer Staples such as food and energy and housing costs. This was of course passed through the last few years. Food prices remain sticky. For the average consumer, $3.50 gas (or $4.00 vs. $5 heating oil) vs. $4.00 helps.On Sep 11 09:41 AM paultaut wrote:
> Do you really accept the "pass through" concept. Give me a break.
> Corporations have been eating inflation for years, they are not about
> to pass their saving down to the conumers. Reply
Sailor
Cost of Higher Commodities [view article]
Eagle-Chief,The graph is NOT a TOTAL daily cost of commodities per person. It is how much the total cost has CHANGED since the begining of the year (note how it is $0 there and then goes negative for a short while). So this year it cost each person an EXTRA $4.77 at its peak in July. We are now almost back to where we were at the begining of the year.
I would like to this graph since say 2000 and see how it looks. A ball park figure of what the total daily cost per person, or the change caluculated as a percent increase would be nice too. Reply
Cost of Higher Commodities [view article]
Do you really accept the "pass through" concept. Give me a break. Corporations have been eating inflation for years, they are not about to pass their saving down to the conumers. ReplyCost of Higher Commodities [view article]
Nice graphic.Can I borrow it?
Reply
Cost of Higher Commodities [view article]
As I said before, you men are men of few words...However, your statistic above about the daily cost of commodities seems ludicrous. Commodoties have fallen. Yeah, we know that. But to say that the daily increase in cost of commodoties have fallen from $4.77 to 36 CENTS per person is UNBELIEVABLE. You dudes are surely gullible. Surely, you must have taken this info from the massive propaganda/fraud machine that is pouring out of the U.S. Government Office of Misinformation.
Yeah commodities have fallen, but to think the increase in commodities has fallen from $4.77 to 36 cents is foolish.
Try disseminating some intelligent information boys. And maybe something a little more subsantive.
Reply
Cost of Higher Commodities [view article]
The graph has the wrong scale on the left.The amount mentioned is per capita, not per family and only includes some of the market basket.
Reply
Capital
Cost of Higher Commodities [view article]
The really good news for the market is that the avg cost has dramatically dropped from Q2. The market is basically priced at those levels. The news from FDX speaks to that on a business level. Already seeing the reduced costs flowing to the bottom line. ReplyCost of Higher Commodities [view article]
The point above was wages have not kept up with inflation, not even close. ReplyCost of Higher Commodities [view article]
So it's good news to the average joe he/she is only paying an extra $1,800 per year now? My household budget for food and energy alone increased $4,200 annual this year (so far) and we didn't add more steaks or turn up the thermostat, that is for sure. Replying
Cost of Higher Commodities [view article]
sadly that the prices are sticky and no significant transfer will go to the consumers, that can lead to a good retailers performance! ReplyThe Lighter Side of Sliding Commodities Prices [view article]
Very nice piece, Tim!JasonC: What the hell was that you said, meant, and could you chew it up and spit it out again, making SOME sense, please????? Reply