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Friday Roundup: Commodities, Emerging Markets

Thanks for writing in what must be a trying time for you.

I'll tell you, I was at the mall last weekend, and people are buying. Now maybe it's the well-off who aren't feeling the pinch, or back to school and getting the kids what they need, or carry-over from cash for clunkers. But whatever it was, I think 3rd qtr figures are going to be better than expected, and consumer spending is picking up. JMO.

Commodities, Global Markets

It was a bloody Thursday, but as you said, on very light volume. Will be interesting to see how next week goes. Being defensive makes sense. I've been adding to my ILF positions since it was in the mid-20's. But may pause for awhile.
I'm in HYG and saw the comment they made about allocation, but don't understand the consequences. How does it compare with JNK?
Thanks for your insights. I for one always find them useful, compared to some.

Thursday Outlook: Commodities, Global Markets

As with the other comments, let me add my voice to the prayers rising up wishing Francine a speedy recovery. You're a lucky man. Thank you for everything. Take care and enjoy Baltimore and the east coast.
Thank you for all your insights.

Wednesday Outlook: Commodities, Global Markets

Some are saying the economy will turn later this year. In anticipation, oil, and commodity based economies (XLE, ILF) are moving higher. I've been a buyer of ILF in the 20's and hope it continues higher.

Thursday Outlook: Commodities, Global Markets

Dave
Love your charts and insights. I've been in ILF for awhile and am enjoying the ride. What do you think of VNQ? It could be a nice leading indicator as if real estate ever recovers the rest of the market will sure to follow.

And Cetin, please create your own commentary page. If we want your insights, we'll visit your page. As is, we're interested in what Dave has to tell us, thank you very much.

Wednesday Outlook: Commodities, Emerging Markets

Thanks for adding ILF to your charts. Trading ranges reflect the uncertainty in the markets and light volume of summer. I wonder if the uncertainty of the upcoming elections are adding to the lack of direction reflected in the markets. How do the current charts compare to those of the summer of 2000 or 2004? Will markets wait until after the election to choose a direction?
I have to think UNG is a buy at these levels. Drop in August 07 to same levels were followed by 20% rise by end of November.