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  • Global Markets in Review: Risky Assets Disconnect from Fundamentals [View article]
    A picture is worth a thousand words. What an array of great pictures. Thanks!
    Oct 19 02:21 am |Rating: +1 0 |Link to Comment
  • New CFTC Rules May Be a Boon to Commodity-Related Stocks and ETFs [View article]
    Just read the authors linked post at Inefficient Frontiers on The Emperor Losing His Clothes and agree 100%. It's an excellent and succinct description of the problems of Commodities-as-an-Asse...

    inefficientfrontiers.w.../
    Aug 25 14:25 pm |Rating: +1 0 |Link to Comment
  • New CFTC Rules May Be a Boon to Commodity-Related Stocks and ETFs [View article]
    "The most likely long-term outcome of any robust CFTC position limits will be a reevaluation of the entire commodity-as-asset-class story at both the retail and institutional levels."

    This would be a, most definitely, favorable outcome. The only losers would be the dealers that are pitching assets allocations of as high as 20% for commodities, a non-earning asset that only realizes any value in its ultimate consumption.
    Aug 25 14:13 pm |Rating: +2 0 |Link to Comment
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