An important "if"

The data show the global and US economies are strong. The leading indicators point to even more strength according to many official sources.

If the global economies were so strong, how come commodities have been going nowhere since last August (click on the chart to enlarge it)?

The reason I ask this question is that commodities are strong when the global economies are strong.

What is going to be the impact on your investment strategy? Food for thought.

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 subscribe to 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.

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