commodities general
The commodity Supercycle structure and why the big boom is just ahead
By Peter Schiff Commodity prices can be very volatile, often times more so than just about any other asset class. These large price swings, which have been particularly evident in recent years, have given commodities their reputation for high risk. Those investors who lack a large buffer of disposable risk capital are repeatedly advised to steer clear.
Standing on the cusp of earnings season, the market saw a number of important reversals last week.
A Commodity Price Blowoff? This Can't End Well
It had recently been argued there is a $20 per barrel “speculative premium” built into the price of oil. (Via Niels Jensen , citing Frank Veneroso of Veneroso Associates.)
Mercenary Trader » Global Macro Notes: Commodity Carnage and Speculative Froth
I’ve been getting a fair bit of correspondence insisting that political unrest, in the Arab world and elsewhere, is being caused by … Ben Bernanke.
Commodities: This Time is Different
Who wants more commodities transparency? | FT Energy Source | FT
Another interesting snippet for the debate over the role of speculators in driving oil prices.
Two years ago I examined the history of commodity prices just as the peak in the CRB raw materials index was being reached. I had the following highlights and questions at that time:
A New Normal for Commodities? -
