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- The Professor Of Commodities: Interview with James Doran (Part II) [view article]
- How to Invest Like Yale's David Swensen [view article]
- Stocks vs. Commodities: Which is a Better Investment? [view article]
- Bespoke's Commodity Snapshot (9/22/08) [view article]
- Yawning from the Market Sidelines, ETFs in Hand [view article]
- Asset Class Investing: A Strategy For Both Bull and Bear Markets [view article]
- A Rundown of Broad Commodities Indexes [view article]
- The Next Commodities Boom: Around the Corner? [view article]
- The Global Food Crisis and Gold’s Valuable Role [view article]
- Don't Get Caught in the Dot Commodity Bubble [view article]
- Agricultural Commodities: Beware the Harvest Moon Rising [view article]
- Is the Bloodbath in Commodities Coming to an End? [view article]
Recent GSG Articles
- The Professor Of Commodities: Interview with James Doran (Part II)
- The Professor Of Commodities: Interview with James Doran (Part I)
- Stocks vs. Commodities: Which is a Better Investment?
- Chance Carson on Commodity ETFs and ETNs
- Bespoke's Commodity Snapshot (9/22/08)
- Yawning from the Market Sidelines, ETFs in Hand
- Weekly Commodities Outlook: Sept. 15 - 19
- The Benefit of Higher Commodities
- Agricultural Commodities: Beware the Harvest Moon Rising
- When Fundamentals Don't Pay
- Full List of Articles »
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The Professor Of Commodities: Interview with James Doran (Part II) [view article]
It's not easy to be a professor in this forum, as I initially found out, but it soon became easy for me because I don't write or talk about things that I don't know more about than most people. Aside from that, it is certainly possible that Professor Doran knows more than I do about finance, because my interest in that topic has slackened, but as for oil and gas, 'he could have stood in bed', as somebody said.The basic problem is this: energy economics is still being taught by the wrong people, despite the fact that everybody has found out about the importance of this topic.
Professor Ferdinand E. Banks (Fred) Reply
How to Invest Like Yale's David Swensen [view article]
There is a more up-to-date article on this subject - All-weather portfolio: how Harvard and Yale endowments invest for bad timesinvestmentscientist.co.../
(or the Website like to the left) Reply
Stocks vs. Commodities: Which is a Better Investment? [view article]
I am not sure why this is. Maybe owners of capital have more leverage than owners of commodities, geo-politically speaking. ReplyThe Professor Of Commodities: Interview with James Doran (Part II) [view article]
I agree. Anyone that knows even a little about commodities knows that the prices fluctuate. Go back to teaching! Those that can, do, those that can't, teach. ReplyThe Professor Of Commodities: Interview with James Doran (Part II) [view article]
complete waste of bandwith, time, etc. ReplyThe Professor Of Commodities: Interview with James Doran (Part II) [view article]
Don't bother to read it twice because your first reading was correct: it is empty of meaning. Why ?? ReplyThe Professor Of Commodities: Interview with James Doran (Part II) [view article]
Amen... ReplyIt
The Professor Of Commodities: Interview with James Doran (Part II) [view article]
the professor is good at saying nothing. ReplyBespoke's Commodity Snapshot (9/22/08) [view article]
It would be nice to see soybeans on this list. ReplyYawning from the Market Sidelines, ETFs in Hand [view article]
If you wanted a small cap/value slat in a lazy portfolio you could mix up the folowing10% VB Small cap MSCI 1750
10% VBR Small cap MSCI 1750 Value
10% VV Large cap MSCI 750
10% VTV Large cap MSCI 750 Value
30% VEU FSTE all world ex-us
30% Intermediate Term Bond Portfolio
Reply
Asset Class Investing: A Strategy For Both Bull and Bear Markets [view article]
Check out this article on Harvard-Yale style multi-asset investingAll-weather portfolio: how Harvard and Yale invest for bad times
(Click the Website link to the left.) Reply
A Rundown of Broad Commodities Indexes [view article]
Who backs these ETNs, that is the important question? ReplyYawning from the Market Sidelines, ETFs in Hand [view article]
Suggestion regarding your book - when I saw your site, I saw the picture of your book at the top left. I clicked on it thinking it would take me to a link about the book - wrong - so I decided it wasn't a book. Only much later did I see a link for your book. People expect to be able to click on a picture of a book and get to the book. Let it work for you! ReplyThe Global Food Crisis and Gold’s Valuable Role [view article]
The equity and bond markets have benefited from a long period of low inflation, but ongoing and massive central bank liquidity injections point to a far less benign environment of elevated inflation ahead. Research by our firm, Agcapita Partners (Calgary, Canada, based farmland private equity firm) shows investors must be prepared to rotate into asset classes with different characteristics.During the last commodity bull market & high inflation period in the 1970’s, equities materially underperformed farmland. Western Canadian farmland went from around $100/acre to $550/acre (550% total return and 176% in inflation adjusted terms), cash held in a money market account barely kept ahead of inflation (6% inflation adjusted return) and the S&P 500 index returned less than 2% per year (a loss of almost 50% in inflation in adjusted terms)
We believe the world is still in the early stages of this current commodity bull market. When agriculture commodities prices are compared against their previous inflation adjusted highs they are significantly discounted implying scope for further increases:
Corn is US$ 5/bushel currently compared to US$16/bushel in 1974,
Wheat is US$ 7/bushel currently compared to US$27/bushel in 1974
Canadian farmland is C$ 660/acre currently compared to C$1,100/acre in 1981
Reply
Yawning from the Market Sidelines, ETFs in Hand [view article]
how do you calculate the monthly price? Reply