You are here

Commodities

Sometimes a whole raft of charts .........

Submitted by Roanman on Sat, 08/18/2012 - 07:53

 

We've been collecting charts again and IMHO have done a slightly better job of adding links this time.

The first, a series of comparisons of California tax receipts, is the one you need to be worrying about ..... or not.

Make no mistake about it, California is Greece, only much, much, much, much ..... bigger.

 

   

 

The public is moving out of stocks as increasingly the stock market resembles a casino.

 

          

 

And are stampeding into bonds where ... IMHO once again ... they are about to get slaughtered ..... see that item on California tax receipts above.

 

 

Corn, Gold, Siver and Brent Crude are the best investments of the last five years.

 

 

Buy gold ... maybe farmland ..... just sayin.

 

         

 

   

 

Mystery solved.

   

 

We haven't quite wrapped our brains around this next one yet.

Both charts link to the methodology employed in their construction.

 

   

 

Among the reasons Goldman Sachs won't be facing criminal prosecution for their activities before, during and after the mortgage fiasco ..... or for anything else for that matter.

As an aside, they also own at least one former Democrat Senator and a former Governor of Massachusetts.

 

  

 

Two distinct points of view.

 

The Periodic Table of Commodity Returns ... not really but so what?

Submitted by Roanman on Fri, 02/03/2012 - 07:21

 

Here's a nicely done graphic from Bloomberg and US Global Funds of the yearly return over the past ten years for many of the most commonly traded commodities.

Click on the table for an enlarged version that you can actually read.

Click the gears above pointing at US Funds for Frank Holmes short, clear and simple piece with some more simple and clear charting from US Gobal Research who would like for you to open an account.

 

 

And should you choose to read Mr. Holmes article, do so with the wisdom of Casey Stengel firmly placed in the front of your mind.

 

 

 

Two differing approaches

Submitted by Roanman on Sat, 01/30/2010 - 12:38

 

Taken from China Daily 1/28/2010

 

China’s $300 billion sovereign wealth fund is considering new investments in resource-related companies after bets on commodities producers from the U.S. to Kazakhstan paid off in 2009.

“China Investment Corp. increased spending on energy and minerals assets last year to profit as the global economy recovers. The Beijing-based fund avoided the worst of the credit crunch in its first full year in 2008 and may have had a return of more than 10 percent in 2009, said London-based Jan Randolph, director of sovereign risk, analysis and forecasting at IHS Global Insight. ‘They have timed the upside well both in market terms, but also to fit in with the longer-term diversification strategy,’ Randolph said.

“CIC has had ‘early’ talks for direct investments in Brazil, the world’s second-biggest iron-ore exporter, and Mexico, the No. 2 silver producer, CIC Chairman Lou Jiweisaid at the Asian Financial Forum in Hong Kong on Jan. 20. Jiwei pumped about $10 billion into commodity-related companies in the second half of 2009, according to data compiled by Bloomberg.

“With China’s reserves at $2.4 trillion and swelling by an average of $37.8 billion a month last year, CIC has asked the government for another $200 billion…” China Daily 01/28/2010

 

 Taken from the fine site, "Seeking Alpha".

Click anywhere within the body of the paragraph for the complete article.

Another site that I highly recommend for grownup reading.

 

Steven Gross, the Chief Actuary of the Social Security Trust fund wrote a letter* on 9/15/2008. In that letter he included this graph.

 

On 2/12/2009 Mr. Gross wrote a letter* to Senator Robert Bennet. That letter contained this graph.

 

 

Here is a link to a report produced by the Trustees of the Social Security Trust Funds (“SSTF”). http://justthinking.us/sites/default/files/image/Single%20Gear%20Down%20Left.gif
 
 
  

 

 

 

Subscribe to RSS - Commodities