ValueInvestor

How China Helps the Canadian and Australian Dollar

Nice try Cetin.


On Jun 11 02:07 PM todddd wrote:

> This morning, I read an inspiring story about GLL Centres, a London-based
> non-profit operating gyms for the benefit of the community. (check
> their site at gll.org). This is truly brilliant thinking, as it
> uses the current environment to subtly undermine the status quo.
> The non-profit model would be a brilliant
>
> good finance articles...kl.am/tsc recommended

Commodities Demand Will Benefit Canada and Australia

You should add Russia to this article. They would also benefit greatly from increases in commodity prices.

Very similar to Canada, 80% of their exports are Oil, Nat. Gas, Metals and Lumber.

Weekly Outlook: Commodities May Be the Last Refuge

I agree with the long/short strategy. Any fund or portfolio thats long only or short only is destined to perform badly in a bull or bear market based on their stance. The long and short option is the only way to take advantage of either type of market.


On Mar 18 04:03 AM Andy Abraham wrote:

> Regardless of inflation or deflation trend followers made money..
> this is really the point...to be a Trend follower...not just say
> a segment of the market will be were the profits will be... Many
> people lost a tremendous amount of money on long only commodity index
> funds... and to the contrary...many investors & CTAs made a tremendous
> amount of money...trendfollowing... no opinion..long short...regardless...
> this is the way to think..

Weekly Outlook: Commodities May Be the Last Refuge

My world is any exchange traded futures or option. OTC items like coal, uranium, steel, etc aren't available so I stay away from them. Basically anything on the Chicago, NY and LME exchanges are fair game.


On Mar 17 11:01 AM fran wrote:

> it depends upon the definition/extent of your world of commodities.
> eg. rogers RICI? fewer commodities than RICI? include coal, uranium,
> steel, moly, rare earths?
>
> first understand the commodities universe before dabbling or investing.
> then decide what form you wish buy--stocks, actual metal, futures,
> etc. it's a big world out there.

Weekly Outlook: Commodities May Be the Last Refuge

I gotta laugh at whoever put a negative for my above comment. Here's a tip:

When ever anything, and I mean anything, trades at an all-time extreme, whether on the upside or downside it won't last for long. Economic forces will always revert it to its mean, so go long aluminum and you'll be happy. It might not happen immediately, but it will happen.

Weekly Outlook: Commodities May Be the Last Refuge

To the author:

You should have a look at aluminum. Its trading near its all-time inflation adjusted low. There isn't a miner in the world making money at these prices. There's no doubt it'll be higher a year from now. Long dated call options should pay off handsomely.