Commodity prices are headed higher over the long term, Jeremy Grantham says, and investors would be wise to make sure they are exposed to them — though not through futures contracts. “Risks abound, as always, in commodity investing. Despite them, Grantham advises, you should start getting in, ‘but keep a lot of dry powder,’” reports [...]
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Tag Archives: commodities
Sonders on What the Commodities Tumble Means for Stocks
May 18, 2011
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In her latest market commentary, Charles Schwab Chief Investment Strategist Liz Ann Sonders looks at the recent commodities decline, and at what it might mean for stocks. While stocks and commodities don’t always move in tandem, Sonders says, their correlation has been high since late 2008, when the “risk-off, risk-on” trade started. “It’s been our [...]
Read moreGrantham: World in Midst of Huge Commodities “Paradigm Shift”
April 28, 2011
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GMO’s Jeremy Grantham says that the world is in the midst of a “paradigm shift”, one that involves a skyrocketing population and dwindling resources. And, if we don’t act soon, the shift will leave us in serious trouble. “Accelerated demand from developing countries, especially China, has caused an unprecedented shift in the price structure of [...]
Read moreRogers Likes Rice, Sugar, Silver
October 5, 2010
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“Commodities King” Jim Rogers says commodities are a better place to be than stocks right now. Rogers says that, while stocks will rise or fall with the economy, commodities should do well whether the recovery continues or not. He’s particularly high on agricultural stocks, as well as gold and silver.
Read moreFaber Likes Agriculture, Sees Trading Range
September 15, 2010
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Marc Faber of the Gloom, Boom & Doom Report says he thinks global equities may be in a trading range in which stocks fall in October and November, before rising in the last part of the year. Faber also tells CNBC TV-18 why he currently favors agricultural commodities over industrial commodities.
Read moreRogers: Diversification “A Scam”
April 16, 2009
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Commodities guru Jim Rogers offers his take on the current state of the economy and stock market in an interview with BusinessWeek, saying that diversification is “a scam”, that the U.S. might be better off letting a couple big institutions fail now, and that commodities are the place to be — whether the world economy [...]
Read moreCommodities Specialist Rogers: Things Could Get Worse — Much Worse
December 12, 2008
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While several prominent bears have turned bullish lately, there is by no means a consensus that we’re on the verge of a turnaround. Take Jim Rogers, the international investor and commodities guru who predicted the credit bubble crash two years ago. Rogers tells Fortune in its 2009 investment preview that “this may turn into the Great [...]
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