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Strategies & Market Trends : Technical analysis for shorts & longs -- Ignore unavailable to you. Want to Upgrade?

To: Return to Sender who wrote (44707)4/8/2008 7:20:04 AM
From: Logain Ablar  Respond to of 68496
 
RTS:

The main problem with commodities is supply, it continues to decrease. Until new production comes on line we'll have the supply / demand imbalance.

Agree 100% that they are priced at the margin so with a drop in demand we can see a large drop in price but the long term trend of a secular bull should remain intact.



To: Return to Sender who wrote (44707)4/8/2008 7:09:35 PM
From: Logain Ablar  Respond to of 68496
 
RTS:

Coal going through the roof.

bloomberg.com

Now I agree completely this is the seeds of destruction as with this type of margin supply will start to agressively come on board. Question is does it take one, five or ten years.

On gold when you consider our FED actions to debase the dollar you have to figure the old high (around 850) holds as new support and $1,450 is in the card for 2010. New supply will be coming on line by then but the FED is just crazy.


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