SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : The Financial Collapse of 2001 Unwinding

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
From: elmatador3/20/2022 12:10:59 PM
   of 13796
 
Investors were hedging big with commodities then Ukraine happened:

A trade group representing Europe's largest energy traders asked governments and central banks for emergency assistance, warning of a cash crunch resulting from commodity-market volatility following Russia's invasion of Ukraine, the Financial Times reported Tuesday.

With galloping printing.
Fear of market crash compounded by
Fear of inflation, sent investor buying commodities.

2021: The Fed though it was dealing with only with Covid re-stocking inflation. And they were right in March 2021.
But that what appeared to be clear, in July 2021, was no re-stocking
That was commodities buying spree for hedging.
The inflation showed, should I say, resilience?
That was what Powell saw in November

As investors were happily loading up with commodities, the comedian stepped in.
Investors bought even more commodities!
By January it was clear the horse had left the barn.

Scary scenario: Only a recession will end the inflation spike
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext