CMCI Index ETF (UCI)

All Comments on UCI

  • commenter
    Sep 04 04:41 PM
    The 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
  • commenter
    Sep 04 11:05 AM
    The Lighter Side of Sliding Commodities Prices [view article]
    Ideologues resist empirical evidence. And they lose.

    The economy is not going to slide into any abyss just because your latest inflationary brainstorm bubble pops. You will just lose your shirt chasing it. You will still work, and everything will still be owned by someone. Bubbles are poker games, money moves around, but they create nothing.

    Meanwhile the restriction in credit has already cut the US trade deficit in half; China has ended fuel subsidies and reduced its import needs; wide spreads are already rebuilding financial balance sheets; wages aren't moving at all, so no great inflation is in prospect; and instead, productivity is running 4% per year.

    The system is self healing. Massive tax increases might knock it into another inning of poor performance if we are that stupid. But then, we aren;t.
    Reply
  • commenter
    Sep 03 04:39 PM
    The Lighter Side of Sliding Commodities Prices [view article]
    Commoditycollapse. Euro down. USAdollar up. On sight bullshit. We are on the brik of papercurrency collapse. Wait and you will see. Reply
  • commenter
    Sep 03 04:26 PM
    The Lighter Side of Sliding Commodities Prices [view article]
    Thanks, I'm laughing my butt off all the way to the bank. This is the buying opp of a lifetime.

    In my basket:
    JOYG
    PBR
    STO
    BQI
    ACI

    It's funny money...
    Reply
  • commenter
    Aug 13 07:29 AM
    Commodity ETFs and ETNs [view article]
    Would anyone recommend a livestock ETF or ETN?
    Taxation as US investor...any opinions? (reading prospectus)
    Do these have enough liquidity...I cannot seem to locate avg. volume?
    Looking at:
    CATL, ETFS Live Cattle...trades on London
    COW, iPath Livestock
    Reply
  • commenter
    Aug 11 02:20 PM
    Making Sense of Commodity Products [view article]
    This analysis leaves out an extremely important component: sector allocation. DJP is tempting despite its weaker returns due to it's 33% cap at rebalancing (annual) for each. However, with the recent run up in energy - it has underperformed due to this diversification. Reply
  • commenter
    Aug 08 10:20 PM
    Commodity ETFs and ETNs [view article]
    I'm missing RJI, RJN, and RJZ. Reply
  • commenter
    Jul 17 11:45 AM
    Do "Images of a Shrinking & Damaged Planet" Influence Commodity Prices? [view article]
    Well, he's half right...

    Certainly, alarmist images of enviro damage and 24/7 weather porn has given great political advantage to carbon tax scammers like Blood'n'Gore and NGO eugenicists like Greepeace and the WWF.

    Hence extracting commodities in the necessary quantities and on the required timescale has become a lot more expensive and uncertain than it need be.

    Add in wildly inflationary monetary policy hothousing growth and depreciating the numeraire (You know, Bob, like the housing bubble) - as well as a flight out of the untrustworthy paper claims to these which the ensuing bust has revealed as greatly impaired - and it's no wonder that the real prices of commodities are higher than we've been used to for quite some time.
    Reply
  • commenter
    Jul 17 08:28 AM
    Do "Images of a Shrinking & Damaged Planet" Influence Commodity Prices? [view article]
    They only remind me of the margin relative to the position size, nothing else. Reply
  • commenter
    Jun 20 06:35 PM
    The U.S. Economic Metronome Keeps Dangerous Rhythms [view article]
    iThinkBig & nukldrager, don't the refineries choose what proportion of diesel vs gasoline they are going to produce? That is, don't they choose to produce less deisel? The cost of this shortened diesel supply hits the hapless truckers, of course, rather than the regular auto consumer. Reply
  • commenter
    Jun 19 07:50 AM
    The U.S. Economic Metronome Keeps Dangerous Rhythms [view article]
    Well then at least we are getting creamed by something normal... supply and demand, iThinkBig, thanks, I thought it was due to higher gov tax on diesel, which only makes sense to the taxor, and baffles the taxee with the obvious ramifications to just about everything essential to life as we know it. The end result appears to be the same. Reply
  • commenter
    Jun 18 10:35 PM
    10 Notes on the Crude Oil Fixation [view article]
    Today, it was reported that the Commodity Index Funds now hold $1 Billion of Crude Futures....that is 100 billion barrels..of long oil, my friends...and you wonder why oil is $136 today...they don't have enough purchaser/users to pick up their contracts, so they have to keep adding to the price to bring in more money to swap/roll thier contracts...

    Won't matter how much oil we drill or the Saudis pump, untill these new, enormous maverick stock funds get out the commodity futures markets, there is going to be TOO MUCH MOENY Chasing OIL and the other commodities and we will see nothing but outrageous prices!!
    Reply
  • commenter
    Jun 18 10:35 PM
    10 Notes on the Crude Oil Fixation [view article]
    Today, it was reported that the Commodity Index Funds now hold $1 Billion of Crude Futures....that is 100 billion barrels..of long oil, my friends...and you wonder why oil is $136 today...they don't have enough purchaser/users to pick up their contracts, so they have to keep adding to the price to bring in more money to swap/roll thier contracts...

    Won't matter how much oil we drill or the Saudis pump, untill these new, enormous maverick stock funds get out the commodity futures markets, there is going to be TOO MUCH MOENY Chasing OIL and the other commodities and we will see nothing but outrageous prices!!

    YG
    Reply
  • commenter
    Jun 18 05:23 PM
    My Website
    The U.S. Economic Metronome Keeps Dangerous Rhythms [view article]
    Nukldrager, diesel demand has gone way up in the EU and China. Reply
  • commenter
    Jun 18 03:42 PM
    The U.S. Economic Metronome Keeps Dangerous Rhythms [view article]
    The energy shortage was predicted by most scientists 30 years ago. Reply