From Chris Kimble: Its been a rough 7-years for Agriculture ETF (DBA) as it has created a series of lower highs and lower lows while declining 50% inside of falling channel (1).
From Chris Kimble: This chart looks at Commodity ETF (DBC) over the past 12-years as well a 2 & 5-Year yields over the past couple of decades.
From Chris Kimble: When it comes to assets being in long-term bull markets, Commodities and interest rates do not come to mind, as each has endured long-term bear markets.
This year, commodity prices have been under pressure from a strong U.S. dollar and trade war fears. This has made a huge dent in the balance sheet of many net exporters of resources, in turn weakening their currencies. However, commodities could be on the rebound and are flashing a massive buy signal.
From Invesco: My last four blogs have defined alternative investments, explained why I believe investors should consider them, discussed performance expectations and outlined how to deploy alternatives in a portfolio.
From Dana Lyons: After failing at major downtrend resistance, commodities are testing a key secular support line.
From Chris Kimble: Commodities are becoming a hot topic… and an important investing theme.
From Invesco: I’ve written this summer about the potential benefits of alternative investments. Let’s assume that readers of my previous blogs agree that my ideas have some merit and it is time to diversify into alternatives (alts). The devil is always in the details.
From Streetwise Reports: Trey Reik, senior portfolio manager with Sprott USA, speaks with Maurice Jackson of Proven and Probable about the Fed’s recent actions and what effect they are having on the gold and other markets.
From Steven Vannelli, CFA: Most commodities have suffered lately with the backdrop of tariffs and China’s devaluation. But some have fared worse than others, and there is information content to the relative move in commodities.
From Collin Kettell: In this interview, Samuel Palaez discusses a chart that compares the S&P 500 with the commodity market. It suggests that commodities are as cheap as they have ever been in history.
From Chris Kimble: The chart below looks at the Thomson Reuters Commodity Index over the past 38-years, on a monthly closing basis.
From Invesco: Given the market turbulence experienced so far in 2018, I am not surprised that interest in alternative investments (alts) has picked up. For anyone trying to figure out how to incorporate alternatives into a portfolio, it’s critical to have proper expectations about their performance and how that might differ from traditional equities and […]
Near the beginning of the year, Goldman Sachs analyst Jeffrey Currie made the case that the macro backdrop right now favored commodities in 2018. With inflation pushing prices up and world economies borrowing record amounts of capital, it was the best time “in decades,” he said, for investors to have exposure to base metals, energy and […]
From Chris Kimble: The below chart looks at the Japanese Yen and the Thompson Reuters Equal Weight commodity index over the past 9-years, which reflects that the long-term trend for both remains lower.