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- Bespoke's Commodity Snapshot (7/23/08) [view article]
- Economic Upswing? Check Back Next Year [view article]
- Reality Check for Japanese Commodity Price Estimates [view article]
- Higher Food Prices Bane of Farmers, Boon to Agriculture ETFs [view article]
- Will Asian Financials Be Affected By US Bank Woes? [view article]
- The Global Food Crisis: From Panic to Organic [view article]
- Managing Duration for Commodity Funds: Which Strategy Is Best? [view article]
- DBC: Commodities Still the Place to Be [view article]
- Do "Images of a Shrinking & Damaged Planet" Influence Commodity Prices? [view article]
- ETF Update: Uranium Plays, Commodities, Financial ETFs [view article]
- Weekly Commodities Outlook: July 14 - July 18 [view article]
- ETF Update: Utilities, Retail, Biotech and Agriculture [view article]
Recent GSG Articles
- Economic Upswing? Check Back Next Year
- Bespoke's Commodity Snapshot (7/23/08)
- Will Asian Financials Be Affected By US Bank Woes?
- Higher Food Prices Bane of Farmers, Boon to Agriculture ETFs
- Weekly Commodities Outlook: July 21 - July 25
- Reality Check for Japanese Commodity Price Estimates
- Managing Duration for Commodity Funds: Which Strategy Is Best?
- DBC: Commodities Still the Place to Be
- 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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Bespoke's Commodity Snapshot (7/23/08) [view article]
What declines? Producers are still playing catch up to last year's increases.only one of the above charts is lower year over year, the wheat contract only provides 7 months of activity. Reply
Lathrop
Economic Upswing? Check Back Next Year [view article]
While everyone may disagree with the timetables, I thought this was an extremely well-thought out and well-written article. Thank you. ReplyEconomic Upswing? Check Back Next Year [view article]
Really excellent summary. I'm inclined to be more bearish, but it's pure guesswork at this stage. The only thing I'd take issue with is this continuing talk of an interest hike. Really? In an election year? Or next year, with consumers and banks still in intensive care? As for the dollar bottoming, you're probably right - but it'll be because that's what the moneymen want, it certainly won't be on fundamentals. ReplyEconomic Upswing? Check Back Next Year [view article]
I have to agree with Ames. A recovery in 2009?... Not likely. I think we are in an extended Bear Market! ReplyEconomic Upswing? Check Back Next Year [view article]
I agree. Read wallastoninvestments.c.../ and see why this will go sideways for 1-2 more years ReplyEconomic Upswing? Check Back Next Year [view article]
One of the changes of the past 20 yrs or so has been our concept of money, few people carry currency around with them any more . Money has become digital it no longer has the same ,feel , to it .When we lose digital money it does,nt produce the same response as it used to Frugality is almost ridiculed in our society. We are now a nation of consumers only and no longer produce much of what we consume . The US economy is a house of cards ,credit cards . The big bad bear is at the door ReplyTiedeman
Economic Upswing? Check Back Next Year [view article]
We will se virtually no growth in the US until 2011. The housing mess is so far from over it is not even funny. Valuation will continue to fall in 2009 and 2010. ReplyReality Check for Japanese Commodity Price Estimates [view article]
"Using what they call a structural vector price autoregressive model (whatever that is)..."I stopped reading past this point. This is poor journalism at best. If you don't know what the heck they're talking about, there is no use in repeating the information if you can't even vouch that you understand it. Reply
Higher Food Prices Bane of Farmers, Boon to Agriculture ETFs [view article]
Tim, the trade goes like this: oil price down -> demand for Ethanol down -> demand for corn down -> corn price down.But given the inflation and limited production of grain based products in other countries, I think food price will continue to go up in the intermediate run. Reply
Will Asian Financials Be Affected By US Bank Woes? [view article]
Enzio frequently gets it right from a macroeconomic view. ReplyThe Global Food Crisis: From Panic to Organic [view article]
longhold - LOL that is the best "Modest Proposal" I have read in some time! Spot on! Please run for office so that I can vote for you.And why is it that people who support zero population growth are already alive and apparently unwilling to really commit to the "cause?" Reply
Higher Food Prices Bane of Farmers, Boon to Agriculture ETFs [view article]
Has anyone noticed that corn is off 25% from the peak of a couple of weeks ago and still falling. Another bubble burst? ReplyHigher Food Prices Bane of Farmers, Boon to Agriculture ETFs [view article]
DBA will sell off further, as the wheat report yesterday indicated favorable weather ahead. google: wheat report July 21, 2008 and you'll see it. A good play is AGA (short ag) but volume is lousy. This is typically the time of year where ags do get a little soft on price anyway and given how far they've run up, a downturn is to be expected. ReplyHigher Food Prices Bane of Farmers, Boon to Agriculture ETFs [view article]
Reticon,By double top, I assume you mean 43 for DBA. Chartists are like weathermen. One sees double top, another sees support at 34, still another sees 35. Today it broke the 200-day moving average, which is supposedly bearish.
On the fundamental side, the cost of production, energy, fertilizer and seeds, have gone up compared to last year. The demand only increases. Unless you predict a bumper crop, the bull won't die. Reply
Higher Food Prices Bane of Farmers, Boon to Agriculture ETFs [view article]
It was relatively flat today, and seems now to have hit bottom. There is only so little grain farmers will take for their stocks. I am curious about the pattern seekers calling this a "double top" ... would that kind of analysis even be relevant when we are talking about a grain ETF? When weather is supposedly to blame for the current downtrend? What does a financial chart pattern predictor have to do with the weather? Even my weatherman is only right half the time. Reply