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Strategies & Market Trends : Commodities - The Coming Bull Market
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To: russwinter who wrote (57)6/2/2001 5:11:42 PM
From: marcos  Read Replies (1) of 1643
 
'Chronic under investment in the resource and basic commodity sector coincided with excessive investment in technology, media and telecommunications. Both conditions will take many years to correct. Investors looking for attractive returns in the winners of the past five years will be sorely disappointed. Manic excesses take decades to unwind, as was the case for the hard asset boom fostered in the 1970’s. In the frenzy of an investment bubble, mistakes are made that take years to discover and even more to work out. The new economy is a bust, and will stay busted for the investment time horizons of most. The real excitement will be in the revival of the old economy. '

This would seem to ring true, to many of us ... and yet - we are believers ... we like the concrete tangible things because they are imaginable, touchable, countable, weighable .... real ... however, there is precious little sign of price improvement in the commodities themselves - stockcharts.com .. [anybody know the composition of this index?] [and of this one - stockcharts.com ]

I have a considerable interest in copper through aur.to, and its shareprice has recovered to some degree recently ... so is that anticipation of improvement in PoCu, or company-specific? ... some of each probably ... but they all have leverage to the commodity, and without recovery in the product prices, they won't go far.

[edit] - this is a pretty good site for charts of the basics - futures.tradingcharts.com
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