Commodities and emerging markets
#1
Posted 10 February 2007 - 08:44 PM
#2
Posted 10 February 2007 - 09:09 PM
Better to ignore me than abhor me.
“Wise men don't need advice. Fools won't take it” - Benjamin Franklin
"Beware of false knowledge; it is more dangerous than ignorance" - George Bernard Shaw
Demagogue: A leader who makes use of popular prejudices, false claims and promises in order to gain power.
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#3
Posted 11 February 2007 - 08:52 AM
Excess liquidity filters from Gold to Commodities to Debt to Equities, and it generally takes about 18 months to go from one end of the asset spectrum to the other.
Fib
Does "debt" in your context include bonds?
Edited by Sentient Being, 11 February 2007 - 08:52 AM.
~ Johann Wolfgang Von Goethe ~
#4
Posted 11 February 2007 - 09:37 AM
Yes, it includes all debt obligations both public and private.
Excess liquidity filters from Gold to Commodities to Debt to Equities, and it generally takes about 18 months to go from one end of the asset spectrum to the other.
Fib
Does "debt" in your context include bonds?
Fib
Better to ignore me than abhor me.
“Wise men don't need advice. Fools won't take it” - Benjamin Franklin
"Beware of false knowledge; it is more dangerous than ignorance" - George Bernard Shaw
Demagogue: A leader who makes use of popular prejudices, false claims and promises in order to gain power.
Technical Watch Subscriptions
#5
Posted 11 February 2007 - 10:00 AM
~ Johann Wolfgang Von Goethe ~
#6
Posted 11 February 2007 - 11:23 AM
So if the CRB entered a bear market (down >25%) about eight months ago, would this be a good time to short EEM?No, commodities lead equities....check the chart again as to the offset in what moved first and then after from the 2001/2002 lows.
Excess liquidity filters from Gold to Commodities to Debt to Equities, and it generally takes about 18 months to go from one end of the asset spectrum to the other.
Fib
#7
Posted 11 February 2007 - 10:22 PM
http://www.safehaven...rticle-6881.htm
So if the CRB entered a bear market (down >25%) about eight months ago, would this be a good time to short EEM?No, commodities lead equities....check the chart again as to the offset in what moved first and then after from the 2001/2002 lows.
Excess liquidity filters from Gold to Commodities to Debt to Equities, and it generally takes about 18 months to go from one end of the asset spectrum to the other.
Fib