What are commodities telling us?
All the main commodity averages are showing little or no progress since last June (click on the chart to enlarge it).
The lack of strength in the commodity complex may be telling us the global economy is not as strong as suggested by the official statistics.
Does this mean lack of inflation (deflation?) is in the cards?
What are the implications for profits and equity prices?
George Dagnino, PhD
Editor, The Peter Dag Portfolio. Since 1977
Ranked Top Market Timer in 2009 and 2010 by Timer Digest
To find out more about my in depth views of the markets and my strategy just visit our website https://www.peterdag.com/ where you can review The Peter Dag Portfolio. You can also call me at 1-800-833-2782 to discuss your specific money management needs.
I will be happy to speak to your investment group on how the business cycle impacts investment strategies and the choice of asset classes.
Disclaimer. No material here constitutes "investment advice" nor is it a recommendation to buy or sell any financial instrument. Actions you undertake as a consequence of any analysis, opinion or advertisement on this site are your sole responsibility.
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