Some analysts are predicting a shortfall in the supply of copper relative to global demand come 2021, and, given the critical role copper plays in the trend towards mass electrification, the author of today’s article states that “We could be looking at another commodities super-cycle, with the red metal leading the way.” For more on the opportunity this presents (including what the author singles out as his favorite play for exposure to copper), as well as the author’s insights on several current issues related to gold (including whether bitcoin will come to replace gold in people’s portfolios and the potential for attaining “peak gold”), CLICK HERE.
At the outset of 2018, Goldman Sachs declared it was the best time “in decades” for investors to gain exposure to commodities – and commodities have indeed proven to be one of the best performing asset classes of the year, with gains being largely driven by oil. However, after a rough June for commodities, what’s the outlook going forward? Today’s article examines whether oil is likely to continue to rally, what Goldman Sachs is forecasting for commodities now – and what may be one of the most attractive opportunities in the space. CLICK HERE.
Commodities have been in an extended bear market for quite some time. Looking ahead, however, one commodities watcher is very bullish on uranium (which he singles out as possibly being his favorite commodity right now), and expects very big returns from the metal, which is currently as cheap as it was in 1998. For more – including one uranium development company that he likes in particular – CLICK HERE.
Inflation is once again becoming a concern – and the author of today’s article advises that “As we enter a more mature phase of the current economic growth cycle, it’s worthwhile to consider the net effects that rising prices for goods and services will have on your purchasing power.” One way to address this risk is through exchange-traded funds that benefit from inflationary conditions – and he proceeds to highlight four. For these four inflation fighting ETFs – one tied to commodities, one tied to TIPS, and two that employ a “fund-of-funds” strategy – CLICK HERE.
With their poor long-term risk-reward profile, the author of today’s article declares that “commodities are good for traders, but bad for investors”. However, for investors who still feel the need to invest in commodities, the author highlights several strategies to obtain exposure to the space without investing directly in commodity futures, including investing in companies that mine commodities and using trend-following rules. For more on these various strategies – as well as how they have performed over time – CLICK HERE.
With the first half of the year in the rear-view mirror, today’s article takes a look at what has been happening with commodities. The good commodities news, according to the author? “The sector is no longer tanking.” The bad news? “All the recent action has been in relatively niche sectors…” What have been the commodity winners so far this year? What have been the losers? And are commodities cheap? CLICK HERE to read more.