But with cheaper commodities, there are likely to be bargain-hunting investors looking for a good entry point into the market. Further down the track, strong demand from Asia for real goods is likely to continue. Tangible assets still have the wood over financial assets…
March 20th, 2008 | Dan Denning | 1 comment | ContinuedAll Posts Tagged With: "commodities"
Bernanke is Going to Run Out of Bullets and Have to Throw the Gun
It’s hard to say for sure, but we reckon this is evidence of speculative traders and hedge funds reducing their long positions in the commodities markets. In the retreat to a larger cash position, even profitable trades in commodities must be sold.
March 18th, 2008 | Dan Denning | 3 comments | Continued
The Worst Conditions for the U.S. Economy Since the Great Depression
As we write this, gold futures hit $1,000 an ounce before pulling back. Gold at $1,000 will probably seem a bargain sometime in the future, but in the months ahead, it could be a source of irritation. Corn, wheat…and industrial commodities…could be an even bigger disappointment…
March 14th, 2008 | Bill Bonner | 10 comments | Continued
