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.

The Commodity Rebate

People ignore the fact companies benefit from falling commodities too, making products cost lower and final products cheaper, so it's benefiting the consumer too. Of course, right now they have included in cost the higher commodities price from summer, but this will change soon.
Companies seen themselves in the situation of very high material and transport costs, not a very good market, so they tried to lower where it could, from salaries.
As a fact unemployment started to rise fast.
I expect better times in the spring-summer of 2009.

China Stimulus Package Boosts Commodities, Hurts Our Wallets

It's not all about commodities price. The plan might boost the consume and give companies something to do, witch is good for USA companies too.
My fear is $586 billion is not too much, but may ease the global recession a little.

Friday Outlook: Commodities, Emerging Markets

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

Friday Outlook: Commodities, Emerging Markets

Read carefully, it was terrible breadth all day and saved in the last half hour of trading... Professional traders know the true. Some kind of artificial correction.

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.

Just a Commodities Correction - Not the End of the Bull (Part 1)

Maybe population uses more oil than the planet can produce but the TRUE is the planet can't support a sharp increase in oil price, especially USA.
That's why for every increase in oil price dollar go down keeping a more reliable price for the commodity and keeping oil cheaper. But that's not all, inflation increase is another story telling the planet can't support the price of oil, so if oil rise everything else rise making the oil price increase useless.
People realized this and oil dropped, you guess, with a dollar rally :)

Price of oil it's just a speculation, it has nothing to do with the real economy.