Is Div Comm Swp Discussion Threads

[powereddrones] 18/3/2022 19:53

Jim Rogers beat double-digit inflation in the ‘70s by 4,200%, here’s what he recommends now

[darrenp746] 02/3/2022 19:45

Like this one at the moment

[spinvest] 28/5/2017 04:10

Look at his history, look at his elite background, listen to his obfuscations, what is there to like about this outright hypocrite?

Come the 8th June consign him to the rubbish bin where he belongs simply because that is where he thinks we belong.

[noirua] 17/2/2013 09:14

commodity prices slip amid lunar holidays - www.thebull.com.au

[notanewmember2] 05/1/2009 11:35

Sugar thread -

Natural gas thread -

Copper thread -

Cotton thread -

Nickel thread -

Zinc thread -

Aluminium thread -

[nirvs] 22/4/2005 12:30

I can't believe this thread is not more popular. Time for a resurrection.

The CRB index looks to have turned up and ready to go to new highs...lead by softs such as Corn, Soybeans, Cotton, and Coffee.

Now is a great time to get in these as they appear to be bouncing off their first retracements....and off to new highs.

Any comments, or am I going to be talking to myself....lol

[energyi] 08/3/2004 18:11

YES.
Comms could be header higher.

Here's an idea a picked up.
The Brazilian Equity Fund, available at a 10%+ discount to NAV
could be a good way to go long commodities. It has a dividend yield
and a big exposure to commodity-related co's

BZL Fund

[energyi] 08/3/2004 18:11

YES.
Comms could be header higher.

Here's an idea a picked up.
The Brazilian Equity Fund, available at a 10%+ discount to NAV
could be a good way to go long commodities. It has a dividend yield
and a big exposure to commodity-related co's

BZL Fund

[moregas] 04/3/2004 01:03

energyi love could you update your charts in the header...a nice far month would do me boyo.

[moregas] 03/3/2004 23:48

cotton showing a Proper Bo triangle there e, though not marked on the chart. The elliots do say triangles lead to continuations, so that should be up in this case.

[jdeltablues] 03/3/2004 16:19

True - the $ jumped yesterday, which seemed to catch a lot of commodity longs on the hop.


In fact, it looks as though the dollar has made a double bottom, which would mean a lot of plans have to be re-evaluated (although note the false alert in November).

Some commodities have had amazing runs, almost as if the markets were factoring in hyperinflation - copper, for example:

[trumpet] 01/3/2004 21:38

jdeltablues, problem is everybody is hoping to devalue their own currency.

If we break through the top of the upper trend line (from previous post), could get really interesting.

Afterburners on for the CRB.

[jdeltablues] 11/2/2004 01:02

Thanks, trumpet. Corn did finally reach my 280 target, only a year after my options expired!

It looks to me as though the equity markets are at a bit of a crossroads at the moment, with last year's huge rise running out of steam. If we do see a large correction, or even renewed falls, this should see money moving into commodities. The world seems to have finally noticed how much money the Fed have been printing, which should be bullish for commodities as well.

It's also worth having a look at the currency markets, as trends here tend to be very stable and long-lasting. Now that the dollar bull market looks to be over, there should be some good long-term plays here.

[trumpet] 07/2/2004 12:09

About time we got this thread kicking again.

Here's the follow up article to one of the best (an earliest) articles I read from 2000.

Great Commodities Bull 2

[jdeltablues] 26/9/2003 15:59

Grain markets looking strong again after the rather alarming July shakeout:

[jdeltablues] 26/9/2003 15:48

Yesterday, platinum hit a 23-year high and gold made a seven-year high. This brought on some pretty substantial profit-taking, but the metals are still in long-term bull markets IMHO.

[jdeltablues] 26/9/2003 15:30

Looks like I chose the wrong summer to take a couple of months off from the markets!

Cotton reached a three-year high last week, driven by anticipated rising demand from China. Due to its rising textile industry, poor weather lowering expectations for next year's local cotton harvest, and stocks being run down to near 10-year lows, China is expected to increase its imports of cotton from the US, which are already running at their highest levels for nine years.

Concerns over Hurricane Isabel have also supported the price, although unlikely to be significant; the impact is expected to be limited to 100,000 bales, out of a total annual US production of 16.1 million bales.

Open interest hit 85,732 contracts last week, the highest since the record of 95,000 in January 1998, equivalent to 8.9m bales.

[trumpet] 14/8/2003 23:44

Jdeltablues, Holdontight,

MLW is a little more diversified - other mining interests too - at least once this year they have heavily reduced direct gold holdings. I held MLW and was disappointed in the relative lack of returns when gold was skyrocketing ealier this year/end of last year. If you want a straight gold play that can be put into cetain investment wrappers I have seen CEF mentioned, it looks like as striaght a bullion play as you're likely to get:


"Central Fund of Canada Limited operates as a specialized investment holding company, investing most of its assets in gold and silver bullion. The stated investment policy of the Company is to maintain a minimum of 90% of its net assets in gold and silver bullion, of which at least 85% must be in physical form. On October 31, 2002, 97.5% of Central Fund's net assets were invested in gold and silver bullion. The Company's bullion is stored on a fully segregated basis in the underground vaults of the Canadian Imperial Bank of Commerce, a bank in North America. The Company also holds a small portfolio of equity securities in gold and/or silver producers. The Central Group Alberta Ltd. furnishes administrative and consulting services to Central Fund."

Also had a look for Natural Resouces Funds.


A pretty measly crop of funds - the Pimco ones seem to have all their money parked in Bonds, ouch, and all the rest (the ones that post their holdings) have investment in a mix of stocks - oil, mining etc - still it's interesting to see what they are holding - maybe look at the charts and pick the best and make your own fund.

Not seen anything w.r.t to foodstuffs funds wise which leaves a spread-bet A/C and a position on the CRB/other individual commodities, we've been here before haven't we ;-).

[jdeltablues] 14/8/2003 23:14

Don't know of any - I vaguely remember a commodities unit trusts that closed down several years ago. If you're only interested in gold, MLW (Merrill Lynch World Mining Investment Trust) invests in gold mines.

Maybe there's something in the US, or even offshore?

[holdontight] 11/8/2003 17:43

Can anyone recommend a good international commodities fund ?

[nirvs] 21/7/2003 17:20

Longed London Sugar No 5 today 204.4

[jdeltablues] 08/6/2003 00:06

I have to apologise for not maintaining this thread very well. The trouble with trading the S&Ps is they don't give you any time to look at other markets :-(

The markets I was looking at last week all begin with 'S':







and soyabeans, which are in the post above. For sugar, which looks as though it's building up to a long-term move, the March 2004 future is the one to buy as it has no premium at all.