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Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory -- Ignore unavailable to you. Want to Upgrade?

To: ild who wrote (54927)3/1/2006 12:36:06 AM
From: ild  Read Replies (1) | Respond to of 110194
 
The Past, Present and Future of Commodity Stocks

By Jon A. Nones
28 Feb 2006 at 05:51 PM EST

St. LOUIS (ResourceInvestor.com) -- Donald Coxe, global portfolio strategist of BMO Financial Group, and veteran resource analyst, gave a compelling speech on the outlook of commodities yesterday at the 15th annual BMO Nesbitt Burns Global Resources Conference in Tampa, Florida. In a presentation entitled, “The Next Stage of the Bull Market for Mining Stocks,” Coxe told a story of where we’ve been, where we are and where we are going.

...
resourceinvestor.com



To: ild who wrote (54927)3/1/2006 9:39:54 AM
From: Perspective  Respond to of 110194
 
PPI vs. SP500:

This chart shows how unusual it is for commodity prices to be moving in tandem with stock prices:

ttrader.com

The correlation went from strongly negative to strongly positive right at the 2000 stock bubble peak and has continued ever since.

What is this telling us?

Can anybody produce this chart for the whole past century?

BC


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