Commodities

Long, short, Bitcoin, forex - Plenty of alternate market disuccsion.
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Euler
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Glencore is a good example of how if you avoid dogs you can outperform a tracker fund. Especially in a cap weighted index ;)
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Archangel
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Theres great opportunity in the Bonds at the moment. Some big moves in there daily and not always following the usual relationship with the indexes.
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marksmeets302
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Glencore is a good example of how if you avoid dogs you can outperform a tracker fund. Especially in a cap weighted index ;)
Avoiding dogs is a difficult game. Guess I'm better off sticking with the index :-)

For instance Volkswagen... who would have thought?

According to an article I read, in the Netherlands we had (just this year!) Fagron, Heijmans, Besi, Altice, Delta Lloyd, Arcadis, Gemalto, Aegon, Ordina, Imtech, Ballast Nedam, Macintosh, Vopak, Telegraaf, ArcelorMittal and Galapagos. That's 20% percent of our big cap and mid cap stocks!
Theres great opportunity in the Bonds at the moment. Some big moves in there daily and not always following the usual relationship with the indexes.
Absolutely!
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Euler
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If you had invested in the Bloomberg Commodity index in January 1991, you would not have made any money for 24.5 years

http://www.beyondproxy.com/investing-in-commodities/
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Euler
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The Rise and Fall of Commodities Hedge Fund King

http://www.bloomberg.com/news/articles/ ... em-kooyker
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Euler
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Have we reached the market bottom?

Iron Ore Jumps Most on Record as Market Goes 'Berserk'

http://www.bloomberg.com/news/articles/ ... k-on-china
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Euler
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This was a good story: -

From rags to riches to rags in 12 years: the extraordinary story of Nathan Tinkler

http://www.theguardian.com/australia-ne ... ommodities
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Euler
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50% Returns Coming For Commodities And Emerging Markets?

http://mebfaber.com/2016/04/21/50-retur ... g-markets/
Lost The Rider
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50% Returns Coming For Commodities And Emerging Markets?
It is all very well making a case with historical trends but he has not provided any macros to suggest history will repeat itself. I personally cannot see any indictors for strong economic growth required to drive the predicted returns in the next 6 months. If the dollar continues to weaken then a long position in those asset classes will be very shaky.
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