"The best place to be is in commodities"

[rimtas]

I just read the title of the thread "The best place to be is in commodities" and thought that people are probably miss leaded a bit as commodities registered the countertrend top in early 2011 after the 2008 crash and now are in a phase of acceleration down to new lows. How can this be the best place to be if it is generating(and probably further will) only losses?

 

[burglar]

... How can this be the best place to be ...

I see so many pennants in your chart!

 

[drillinto]

>>> Why King Coal Will Keep Its Crown

>>> by Andrew Topf | 17 September 2014 |







http://oilprice.com/Energy/Coal/Why-King-Coal-Will-Keep-Its-Crown.html

 

[drillinto]

Coal industry's turn to feel the effects of Chinese downturn

September 17, 2014

>>> by Brian Robins <<<





http://www.smh.com.au/business/coal...ects-of-chinese-downturn-20140916-10ht35.html

 

[drillinto]

Fraud in the mining world

The Bre-X Scandal Is Now Just US$9 Million Away From Making It To The Hollywood Big Time
29 Sep 2014
by Alastair Ford

http://minesite.com/news/the-bre-x-...away-from-making-it-to-the-hollywood-big-time

Find out more >>> http://en.wikipedia.org/wiki/Bre-X

[Note: Don't miss your chance to experience this production in a cinema near you, next year]

 

[drillinto]

I just read the title of the thread "The best place to be is in commodities" and thought that people are probably miss leaded a bit as commodities registered the countertrend top in early 2011 after the 2008 crash and now are in a phase of acceleration down to new lows. How can this be the best place to be if it is generating(and probably further will) only losses?

View attachment 59388

rimtas,

This thread was started long, long time ago, on 14th April 2007.
Below is the first post. You ought to read the interview with Jim Rogers.

Interview with Jim Rogers: "The best place to be is in commodities"
http://seekingalpha.com/article/31835?source=feed

 

[rimtas]

I just read the title and thought that why this topic is escalated...it should be renamed or started new one as some newbies can mistakely take the idea that all markets are still in a bull run...

 

[drillinto]

Rout in agricultural prices 'drawing to a close' - Deutsche Bank
1st Oct 2014

The rout in agricultural commodity futures, led by grains and oilseeds, is "drawing to a close", Deutsche Bank said, even as broker mulled the potential for corn falling below $3 a bushel, and soybeans below $9 a bushel.




http://www.agrimoney.com/news/rout-in-ag-prices-drawing-to-a-close---deutsche--7548.html

 

[drillinto]

>>>Hello, Oversold World
Oct 2, 2014






http://www.bespokeinvest.com/thinkbig/2014/10/2/hello-oversold-world.html

 

[drillinto]

>>> A Poor End to a Bad Month <<<
Sep 30, 2014


The Brazil ETF (EWZ) was by far the worst with a decline of 19.09% for the month.
Australia (EWA) fell the second most at -11.86%.







Source >>> http://www.bespokeinvest.com/thinkbig/2014/9/30/a-poor-end-to-a-bad-month.html

 

[drillinto]

Asian market hubs move into gold
OCT-13-2014

By Biman Mukherji and Ese Erhereine

Asians buy most of the world's gold, but nearly all of it trades in London. Now, with Western investors souring on the metal, the region is making a bid for some of the action.

Three big financial hubs in Asia are separately launching trading in a gold contract, each backed with physical gold.

If they draw enough investors, the contracts could influence the price of gold, which is set by a daily fix in London.

"You now have a market that's driven by Asia," says Catherine Raw, who manages BlackRock Inc.'s (BLK) $7 billion global mining fund.

The Shanghai Gold Exchange was launched in September inside the city's free-trade zone, offering yuan-denominated contracts backed by gold held in Shanghai. This week, Singapore will offer its own contract, and later this year, CME Group Inc. (CME), which operates exchanges in Chicago and New York, plans to start a U.S. dollar-denominated contract in Hong Kong.

In the U.S. and Europe, gold is often bought as a hedge against higher consumer prices. But with few signs of inflation, the price of gold has fallen 10% since March and is down by a third since the end of 2012.

Holdings by gold-backed exchange-traded funds fell to 53.5 million ounces in October, the lowest level in five years, according to U.S-based ETF Securities.

In Asia, where the metal remains popular as a store of wealth, demand for gold jewelry, bars and coins is robust. The World Gold Council, an industry body, says demand in China rose to almost 1,300 tons in 2013, up 160% from five years ago, although it expects demand to be flat, at best, this year. In India, buying was 50% higher over the same period at 975 tons.

China is now the world's largest producer and consumer of gold, and the biggest importer, as domestic demand has outstripped supply. India also is a major buyer and importer. Two-thirds of global gold purchases come from Asia, the World Gold Council says.


Source >>>>> Dow Jones Newswires

 

[notting]

The last two months have seen bank lending in China kick back into top gear after slowing was setting up a dead tiger. They have gone back full throttle into the only thing they know.

Yeah, the best place to be is IN commodities right about now!

 

[drillinto]

Oil & Energy News

For your consideration >> http://oilprice.com/

 

[drillinto]

What A Week It Was
October 12, 2014

Australia (EWA) was down 3.50%

http://www.bespokeinvest.com/thinkbig/2014/10/12/what-a-week-it-was.html

 

[drillinto]

52-Week Lows in the US Energy Sector Exceed 40%
Oct 15, 2014







http://www.bespokeinvest.com/thinkbig/2014/10/15/52-week-lows-in-the-energy-sector-exceed-40.html

 

[drillinto]

The Best-Performing CEOs in the World (2014)

CEOs 10, 16, 42, 49 & 95 are from the commodities sector







http://hbr.org/2014/11/the-best-performing-ceos-in-the-world/ar/1

 

[drillinto]

How much gold is there in the entire world ?






http://www.labmate-online.com/assets/docs/breaking-news/how-much-gold-is-there-in-the-world.pdf

 

[drillinto]

Mick Davis Pulls In Another US$1 Billion For X2, But Where Will All The Money Actually Go ?

Oct 17, 2014











http://minesite.com/2014/10/17/mick...-x2-but-where-will-all-the-money-actually-go/

 

[Wysiwyg]

The Best-Performing CEOs in the World (2014)

CEOs 10, 16, 42, 49 & 95 are from the commodities sector

http://hbr.org/2014/11/the-best-performing-ceos-in-the-world/ar/1

Spot the Aussie at 97. The workers get more slice of the pie in Australia.

 

[drillinto]

Mining Force Mick Davis Digs In Again
With Xstrata Veterans, He Looks to Build Another Powerhouse

By A. Flynn
Oct. 19, 2014

LONDON””After building two mining giants in the past two decades, can Mick Davis start from scratch and do it again?








http://online.wsj.com/articles/mining-force-mick-davis-digs-in-again-1413751393