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Fundamental Rules of Commodity Investing Underappreciated?

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Mark Melin
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There is a new market environment in the  commodity investing complex, notes Goldman Sachs research. Taking a page out of the recent interest rate environment in the developed world, the “low for longer” tag applies to the oil market, which is leading the commodity complex lower against a hawkish US Federal Reserve regime.

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commodity investing

In the supply and demand tug of war, commodity investing blues are due to supply

Commodities, down -10% year to date, have been the loser in a diversified portfolio. Their day would likely come if inflation grips the developed world, where wage growth fears have started...

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Mark Melin is an alternative investment practitioner whose specialty is recognizing the impact of beta market environment on a technical trading strategy. A portfolio and industry consultant, wrote or edited three books including High Performance Managed Futures (Wiley 2010) and The Chicago Board of Trade’s Handbook of Futures and Options (McGraw-Hill 2008) and taught a course at Northwestern University's executive education program.