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Thread: Commodity funds

  1. #21
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    The corn situation was really bad, because of too much rain.
    Now, the whole acreage which could be planted with corn
    was planted.

    Because is expected to be bad, in the next years there will
    be a greater demand for fertilizers. Mosaic Co (MOS-NYSE)
    is probably going to have lots of business.

    https://www.realvision.com/tv/shows/...n-and-soybeans

  2. #22
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    Perfect storm
    ---------------

    This year grains were planted late, due to big rains.
    Weather forecasts, including solar cycles, is bad for the
    crops.

    One simple way to invest in this is GRU-ETF. It is an ETF
    which invests in corn, wheat and soybeans (soybeans oil too).

    https://www.realvision.com/tv/shows/...-perfect-storm

  3. #23
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    Next 5-8 years will see huge gains in commodities.
    This is valid not only for mined commodities but
    for soft commodities too (coffee, cotton..)

    A few points:

    ----S & P 500 and the DOW are transitioning to bear market
    It is the NASDAQ, technology heavy, pulling up the markets

    ----the global stock markets are overstretched. Something is
    going to give.

    ----the interactive brokers tightened their margin requirements

    ----circuit breakers for stock markets have increased from
    cca 5 5 to cca 7 %. You do not want to see circuit breakers
    activated a few times a day, creating panic

    ----in 2009 there was a crisis in the financial system of USA.
    Now a global crisis in financial markets is looming

    https://www.thetechnicaltraders.com/...o-eight-years/

  4. #24
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    Price of industrial metals is going up. The likely cause is inflation, as the
    industrial demand did not increase due to the pandemics.

    https://www.dollarcollapse.com/infla...back-big-time/

  5. #25
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    Look at DBB, Invesco ETF for base metals. It is going up nicely.

  6. #26
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    Agriculture commodities on the rise.

    This is a very competent interview with a Teucrium fund manager.

    Basically he says that agricultural commodities are in a big and
    increasing deficit.

    Take eg soybeans. Brazil is the largest producer...but the Chinese bought
    it all. Moreover, the Chinese bought hugely soybeans from USA.

    Corn is produced massively, but the demand is growing faster. End stocks
    of corn decreased to dangerous margins.

    https://ca.news.yahoo.com/assessing-...jODLaxSSi-e3_3

  7. #27

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    This thread seems to have some interesting info as long term high inflation seems to be in the cards. As has been noted in this very thread along with recent opinions of people on youtube that have large credibility as measured by number of followers, subscribers, etc they have on various venues. These guys are smarter than I am and know a hell of a lot more than I do about many things finance etc being one area. And many or most are saying get exposure to commodities because they are going to do well.

  8. #28
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    Quote Originally Posted by oak333 View Post
    Commodities are in an upswing. You can buy them on commodity exchanges.
    You can also buy them as commodity ETF's.

    Here you have a list:

    http://etf.stock-encyclopedia.com/ca...dity-etfs.html

    NIB-deals in cocoa. It is doing fine.

    I like GRN (carbon credits) and UBM (industrial metals).


    Oh yes, commodities should do very well in the next five to ten years, and I do have a global resources fund - mostly metals with some energy as well. I read a few months ago that the best portfolio allocation during the Great Depression was equal amounts of precious metals, agricultural products, base metals, and energy. During the 1930s it returned over 100% while the broader stock market went down 50%.

  9. #29

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    Thanks for your observation. I hope they do so as I'm going to be in them.

  10. #30

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    What gives you any trust or faith that any funds and/or equities in any institution or bank won't just be summarily confiscated for the good of the many? Look around the world and see how it is being done wholesale.
    Now there's no more oak oppression
    They passed a noble law
    Now the trees are all kept equal
    By hatchet, axe and saw.

    I will not comply.

    The Tea Party... quietly plotting to take over the world,
    and leave you the hell alone!

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