As I read it, he/she's saying that there will be a general commodities “increase”. Natural gas seems to be a favorite, but at this point, the levels of storage are extremely high. I have been impressed as to how natural gas has been holding up, given that we're close to the top of storage capapcity. But, maybe, the winter will take care of that. http://www.eia.doe.gov/oil_gas…..s/ngs.html
I have believed for some time that beef and pork, particularly pork, is staged for a comeback. Farmers have been slaughtering their hogs because it costs them more to keep them than get rid of them. So, the ETf “COW” would be a logical choice. Slaughter the pigs because of cost, and next year there will be a shortage of bacon.
But, I calculated that Natural Gas would get into the high 1's, and missed that. Now it's about 5. coulda, woulda, shoulda. But I still believe that we haven't seen the lows for Natural gas. However, for ETF's like COW, I think the low is in.
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