sbenard

http://globalcapital.blogspot.com
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207 Comments

    • Sun May 18th 23:25 PM | Rating: 0 0
      Commented on:
      How To Burst the Rice Bubble
      Rice has already dropped 20% from it highs in recent weeks. It has locked limited down several times.
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    • Wed May 14th 08:03 AM | Rating: 0 0
      Commented on:
      China's Inflation Could End the Commodity Boom
      Contrary to perception and media coverage, the Yuan has been falling against the dollar for the past few months, especially since the Chinese stock market began its rather dire correction. Inflation there is running rampant (over 8%), and since their economy is based upon exports, as they pass those prices on through higher export prices, we are importing that inflation here. Their inflation becomes our inflation eventually -- but there will be a delay of 3-9 months.
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    • Sun May 11th 21:38 PM | Rating: 0 0
      Commented on:
      The Only Thing Wrong with ETNs
      You've covered the differences and potential risks quite well. Personally, for my money, the differences are negligible. I would accept the very small credit risk for the tax advantages of an ETN. However, in an IRA, I wouldn't accept that risk.
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    • Sun May 11th 21:34 PM | Rating: 0 0
      Commented on:
      ETF Watch: New Listings (April 25 - May 6)
      I have been eagerly awaiting these. Hurray!
      I am curious to see in the future if these inverse commodity ETFs keep a lid on commodity prices. I doubt it, but will be watching to see.
      View article »
    • Sun May 11th 21:30 PM | Rating: 0 0
      Commented on:
      The Market Is Catching Up With ETNs
      You ignore that ETNs provide substantial tax advantages over ETFs, unless they are in a retirement savings account.
      Most ETNs back their funds with 3 mo U.S. treasuries, so the funds are certainly as safe as they could be. Still, since they are unsecured debt, there is real credit risk. That's why I always pay attention to the credit standing of the issuer.
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    • Sun May 11th 21:23 PM | Rating: 0 0
      Commented on:
      Morning Report: Dollar Sentiment Begins To Wane
      The Dollar index tonight has moved even lower than last Friday's lows. I have been long the dollar for the past week or so, but my charts are telling me to sell again. I was really hoping for a rally.
      If the Dollar begins to sink again, oil and other commodities will take off even higher.
      View article »
    • Sun May 11th 21:20 PM | Rating: 0 0
      Commented on:
      Why Inflation Is Lower Than You Think
      Just read the consensus of the opinions here. That's tell you what true inflation is -- HIGH!
      View article »
    • Sun May 11th 21:12 PM | Rating: 0 0
      Commented on:
      Food and Fuel: Brazil Breaks New Records
      Shenandoah, your claims in your article are dead wrong. To the contrary, just the opposite is true. Every discussion I've heard on the subject has all the facts and figures on the side of the anti-ethanol crowd. I heard a Phd from Minnesota last night who cited that it take 450 bushels of corn to produce enough ethanol to fill a full-sized sedan gas tank just ONE TIME! That same quantity of corn has enough calories to feed a human for an entire year! It was you who didn't back up your claims.

      Brazil has a very powerful advantage in becoming free from dependency on oil that is ignored in this article. Most arable land in the Northern Hemisphere is unsuitable for sugar cane. Sugar cane requires a tropical/warm climate.

      And corn is an extremely poor choice because it requires enormous amounts of fertilizer (which is made from oil) and provides a relatively small yield. Only a very tiny portion of the plant is suitable for ethanol production.
      We must therefore find a better alternative to grow here in North America. Some say switchgrass is the answer. It sure would be nice to find a solution -- quick -- that would make the U.S. energy-independent just as Brazil has become.
      View article »
    • Sun May 4th 14:12 PM | Rating: 0 0
      Commented on:
      U.S. Dollar Signaling a Changing Tide?
      The only thing I would add here is that the price of oil Friday reached nearly $117/barrel. We're already up substantially off the lows reached just a few days ago. Even a surging Dollar didn't help. I suppose this helps to reinforce the author's point.
      View article »
    • Fri May 2nd 05:56 AM | Rating: 0 0
      Commented on:
      Three Major Changes in the Fed's (Longer) Statement
      Why is it that all the governments around the world that peg their currencies to the Dollar have inflation in the 7-11% range, but yet the U.S. government persists in suggesting that inflation is in the 2-4% range? Our government has a fox-in-the-henhouse motive to intentionally understate inflation. That way, Congress can continue its spendthrift ways at lower cost and they can undercompensate seniors on the Social Security cost of living increases. Under the older, simpler, more accurate method of calculating inflation, it is in the range of 7-10%, not the doctored rate they report. When the government persists in such attempted deception, their credibility is destroyed. Everyone who has bought just about anything over the past six months knows better!
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    • Fri Apr 25th 19:41 PM | Rating: 0 0
      Commented on:
      Understanding LIBOR
      Please keep reporting on this. I follow LIBOR futures, but confess that I have limited understanding of the subject.
      View article »
    • Fri Apr 25th 19:35 PM | Rating: 0 0
      Commented on:
      Two On McCainomics
      We're in deep doo-doo if these three are our choices. I'll probably vote Constitution Party. Until conservatives dump their party instead of their principles, they'll keep losing. We ALL will!
      View article »
    • Thu Apr 24th 11:55 AM | Rating: 0 0
      Commented on:
      Taking iPath DJ Livestock Cow out of the Barn
      One more thing --
      Elements is the company that markets the commodity funds of the super commodity guru Jim Rogers, so they automatically have high credibility to me. Needless to say, choosing which ETF/ETN to invest in is never a decision as easy as choosing one expense ratio over another.
      View article »
    • Thu Apr 24th 11:50 AM | Rating: 0 0
      Commented on:
      Taking iPath DJ Livestock Cow out of the Barn
      I've been long COW for about 10 days. There are two other livestock-related ETFs now that are very similar: LSO (by Elements ETNs) and UBC (marketed by the European Investment Banking giant UBS). LSO has an expense ratio that is half of UBC, and they are both lower than the expense ratio of COW.
      As a trader, I buy and sell these ETFs/ETNs only as long as they continue to rise, so the bid/ask spread is more of a consideration to be than the expense ratio. However, I consider them both before choosing one or the other. At the time of this posting, COW and UBC have spreads of 4 cents, while LSO has a spread of 6 cents.
      The two ETNs I've mentioned here are both very new, started within the past couple of weeks. As a trader, I buy and sell based upon the charts, so I won't trade either of the new ones until they have been around for at least two months, so they can establish chart patterns.
      Each ETN also has a different composition of cattle vs. hogs, also. Cow is also the most liquid. All the factors must be taken into account, I believe, in making an investment.
      View article »
    • Mon Apr 21st 12:37 PM | Rating: 0 0
      Commented on:
      Craig Israelsen’s Seven-Asset Portfolio
      Interesting concept -- that commodities have less downside risk than stocks. I always appreciate an article that offers a fresh perspective on existing phenomenons. This one fits the bill.
      View article »
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