Commodities the falling angels

Last year April, I wrote an article “The Great Rotation of Gold“. I am a firm believer that the long term Commodity bull has run its course and

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The Rise of Agriculture Commodity Market

While many are still arguing whether a bull or bear stock market is ahead, whether the euro bond is the only solution to the European crisis. The much-overlooked

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Where is Gold Price Heading to? The Bulls and the Bears

The Bears During the first quarter of the year George Soros and hedge fund managers Erich Mindich (founder of Eton Park Capital Management) and Paul Touradji (Touradji Capital

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Jim Rogers interview on Saudi oil production, commodities and emerging markets

Feb. 28 (Bloomberg) — Jim Rogers, chairman of Rogers Holdings, talks about his investment strategy for global stocks and commodities. Gold advanced, approaching a record, as tensions in

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Global Food-Price Index Hits Record High, What you should have done

“A prominent indicator of international food prices hit a record high in December, sounding a warning about looming threats to the world’s poor and to global growth. “The

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Diverging of Commodities' Paths is good for asset allocation

Ever since financial crisis, prices of basic crops, fuels and industrial metals have moved in sync with one another. They have also somewhat correlated with stock markets for

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“I hope, for your own sake, you have been buying commodities”

If you have heard from investment guru Jim Rogers, he once said, “Quantitative easing didn’t work the first time. It’s not going to work the second time. … All

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When times are uncertain, multi-asset is the key

September was probably the best month for most equity markets. Both stocks and equity funds have regained their grounds and recouped their losses. Leading the winners were equity

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Funds need not perform the same way

Further to my recent blog More correlation between stocks and oil, During financial crisis, most of the investments became correlated and melt down all together. Asset Allocation seems

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More correlation between stocks and oil

Crude oil is now influenced more by the stock market than by its own inventory levels or demand patterns. Lately, that lockstep has reached an extreme, with the

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