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elliot_mllr » Comments » DBA

  • @CIWC: Bubbles and Supply Shocks  [View article]
    Socretazz:
    If food production declines as precipitously as you believe it will prices will increase and production will respond.
    That's the thesis of the article: when credit conditions normalize the downturn in commodity production will give rise to higher prices and increased production. The real issue is getting credit conditions to normalize. Right now the inability to get trade letters of credit has caused a 95% decline in the Baltic Dry Index and is ruining the dry bulk shipping and container subsectors of the shipping industry. Presumably, when conditions get drastic enough increasing prices will spur normalization of credit conditions.
    Dec 07 11:22 am |Rating: 0 0 |Link to Comment
  • Burst Bubble? Commodities' Long-Term Story Remains Intact  [View article]
    One other factor in the precipitous commodities/oil decline is the dumping by hedge funds and others to meet margin calls.
    Mar 20 15:58 pm |Rating: 0 0 |Link to Comment
  • Commodities: Bubble or Wall of Worry? [View article]
    A balanced and credible analysis.
    Mar 10 18:01 pm |Rating: 0 0 |Link to Comment
  • Eye on 2008: Investment Strategy for a Challenging Market [View article]
    I cannot imagine the outlook for the health care industry being positive if the Democrats control the White House as well as the Congress.
    Jan 27 15:47 pm |Rating: 0 0 |Link to Comment
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