Over the next 10 years what do you think will do best, equities or commodities ?

purch

time to bail on commodities if you're a momentum investor?

Yes.........certainly

It's a long term theme (super cycle) but currently the soft commodities are overbought hugely

munk

Just sold half my MFM iFunds ETF Commodity holding... see how it goes before raising other half.

shokadelika

munk wrote: »

Just sold half my MFM iFunds ETF Commodity holding... see how it goes before raising other half.

Actually the fund has changed its weightings if you read the latest mananger comments they took profits in agriculture/grains and switched a few others.:cool:

Bazn

Yes this time its different and theres a totally new paradigm and the internet is going to transform the way we do business over decades to come, which is a phenomenon we can all profit immensely from!

oh sorry i must have got the wrong bubble thread...

seriously though... commodity prices are now at silly levels ... bound to turn down soon IMO... but then the market can stay irrational longer than we can stay ssolvent so who knows!?!?

jon3001

The reason we've had inflation is because of (high) commodity prices (and) there's nothing much surer than the fact that commodity prices are now going down

Saw this snippet but was there any analysis to go with it? Ultimately it's all supply-demand driven. I'm not aware of any massive increase on the supply side (new oil fields, large-scale productive mines, etc which take years and years to establish). On the demand side I'm sure there is a speculative element and real demand for certain sectors (e.g. industrial metals) could decline during a recession.

I'm not too bothered about short-term corrections, especially as it'll allow me to build up my exposure more cheaply. But the long-term bullish case presented by Jim Rogers seems quite compelling.