Roowns

Friday Outlook: Commodities, Global Markets

With the market being 50% down from peak, I think it's safe to say the 40 in volatility it's the new 20 as you were implying.
The volatility indicator should be somehow weighted with market level for a better view.

Let's face it. After the disaster of news that we were targeted in recent months, the few good economic indicators from last weeks made some difference in the market.
We all know this is not enough for a bottom and those who hurry to enter now are more risk takers.
From my point of view, this it was the way to go, I am not shocked. But I think it's a small chance that the streak of good news will continue.

Keep the good work David.

Friday Outlook: Commodities, Emerging Markets

I didn't missed one chart in last 6 month. You are doing a great job.

Thursday Outlook: Commodities, Emerging Markets

gabe, when u see the rebound, 6 month, 1 year, 2 years ?
People here think on a much shorter scale. In 6 month you could lose tones of money.
The commodities sell off and the skyrocking of treasury says it all for now. I'm not sure what will happen next cuz there's nothing else to go down except stocks.

Is the Bull Run in Commodities Over?

My opinion is that currently it's a downtrend in oil with small uptrends on the way like the one we had in the past 2 weeks or so.
I expected oil to drop a lot more faster, but today with -7% or so it confirmed my theory.
Still I don't see stock market to perform after this is over. It's more like a confirmation of global recessionary impact.