Seeking Alpha
  • Youngone91
    the fact that commodities have failed to rally with equity's could actually be bullish IMO. I understand it could indicate a lack of demand
    4/18/12
    Reply (7)
    • Youngone91: but couldn't it also indicate that operation twist has been more effective than QE 1,2. flattening the yield curve has spurred investment in
      4/18/12
    • Youngone91: equities but lack of balance sheet expansion has left institutions with less money to pour into commodities
      4/18/12
    • Youngone91: am i totally off base?
      4/18/12
    • OneLongTrade: Or maybe commodities are falling out of favor because there's no implied yield as there is with the SPY.
      4/18/12
    • REIT: commodities fail to rally because so much paper silver and paper gold
      4/18/12
    • Julius Ferraro: BHP is having no problem rallying along with RIO. If you could tell them to please go down I'd like that.
      4/18/12
    • Youngone91: http://bit.ly/Je93ST this is a chart illustrating what im talking about
      4/18/12