Will Rahal

Commodity Bubbles and Valuation: Imperfect Together

Run ups in commodities is not something new.
As a part of a complicated puzzle, you have to determine where it fits into your investment pieces..
Sometimes the spike in commodity prices denote the peak of economic activity.
I have posted on Crude Materials a PPI component.
Ratios and acceleration are at extremes, suggesting a correction in commodities is in the works.