Took some serious losses last 2 weeks just trying to claw some back before exit (next rate hike)....so many conflicting opinions. Just want to know if the greg mannarino crowd really thinks commodity stocks are ripe for bounce in next few weeks since CBs are now supporting bond market or what ?
Is it possible that Fed Powell is not working in lockstep with CBs? Really looks like hes committed to rate hikes (for now) to fight inflation while CBs are committed fo backstopping the debt/bond mrkt which lights a fire to inflation. Rate hikes are going to crush housing market which means BlackRock and other massive Hedge Funds will lose biggly and that means they gotta cover those losses which will result in stock market melt down. My million dollar question is....will commodity stocks hold up between now and next fed rate hike ? Anyone ?
Will coming crash take commodity stocks/equities with it such as gas and oil, agriculture, metals and miners? Greg says he believes commodities are heading to the roof but if one wants to play it safe should they hold or sell now and use dry powder to wait for big crash to buy back. Im just looking for some clear advice. Will commodity stocks drop significantly if bond market and/or stock mrkt implodes ? Looking for advice to manage immediate timeframe (next 3 weeks) as i plan to be mostly out of everything before next rate hike in mid july.
Interesting. After a search I have concluded that there are no exclusive coal ETF indices registered in the USA. Now that Holland announced today, following Germany, that they will expand the use of coal to compensated for the refusal to pay Russia in rubles for gas. Seems that Europe has not yet sent its coal electric plants to the scrap yard, and has the current capacity to triple their coal fired energy output. But how dear we speculate on coal.
I don't understand how PDBC is a commodity ETF What am I missing? I don't see anything here relative to commodities as I think of them. Here are the holdings. N/A U.S. Dollar 33.85%
N/A United States Treasury Bills 0.0% 25-NOV-2022 26.27%
N/A MUTUAL FUND (OTHER) 24.20%
N/A United States Treasury Bills 0.0% 29-SEP-2022 4.22%
N/A United States Treasury Bills 0.0% 18-AUG-2022 3.81%
N/A United States Treasury Bills 0.0% 28-JUL-2022 1.85%
N/A United States Treasury Bills 0.0% 27-OCT-2022 1.84%
N/A United States Treasury Bills 0.0% 08-DEC-2022 1.84%
N/A United States Treasury Bills 0.0% 21-JUL-2022 1.06%
It trades in commodity futures but unallocated $ at any given time is in various treasuries. So in a nutshell its investing in a combination of financial instruments that are linked to commodities...such as gas/oil, agriculture, metals.
Addendum to reply: So I found another list at Invesco, updated on 6/20. It shows quite a large array of commodity holdings. Brain updated to look at more than one source for this kind of information. LOL!
Thanks Pete. So currently and going by the above list, PDBC is not invested and any commodities. Seems like an odd way to to be a "commodities" ETF. But what the hell do I know; My brain ain't finished with itself yet.
Another great one is investing.com It is real-time
Took some serious losses last 2 weeks just trying to claw some back before exit (next rate hike)....so many conflicting opinions. Just want to know if the greg mannarino crowd really thinks commodity stocks are ripe for bounce in next few weeks since CBs are now supporting bond market or what ?
Thank you Greg for the link. God I love this man thank you for making him part of my life.
Thanks for the guidance Greg. You're the best.
oily 6ojgt6fwss
Is it possible that Fed Powell is not working in lockstep with CBs? Really looks like hes committed to rate hikes (for now) to fight inflation while CBs are committed fo backstopping the debt/bond mrkt which lights a fire to inflation. Rate hikes are going to crush housing market which means BlackRock and other massive Hedge Funds will lose biggly and that means they gotta cover those losses which will result in stock market melt down. My million dollar question is....will commodity stocks hold up between now and next fed rate hike ? Anyone ?
Will coming crash take commodity stocks/equities with it such as gas and oil, agriculture, metals and miners? Greg says he believes commodities are heading to the roof but if one wants to play it safe should they hold or sell now and use dry powder to wait for big crash to buy back. Im just looking for some clear advice. Will commodity stocks drop significantly if bond market and/or stock mrkt implodes ? Looking for advice to manage immediate timeframe (next 3 weeks) as i plan to be mostly out of everything before next rate hike in mid july.
Thanks, dude! 😎
Where are your stock picks?
Much appreciated
I check using this one https://tradingeconomics.com/commodities
Thanks
Interesting. After a search I have concluded that there are no exclusive coal ETF indices registered in the USA. Now that Holland announced today, following Germany, that they will expand the use of coal to compensated for the refusal to pay Russia in rubles for gas. Seems that Europe has not yet sent its coal electric plants to the scrap yard, and has the current capacity to triple their coal fired energy output. But how dear we speculate on coal.
You rock, thanks Greg 😎
I don't understand how PDBC is a commodity ETF What am I missing? I don't see anything here relative to commodities as I think of them. Here are the holdings. N/A U.S. Dollar 33.85%
N/A United States Treasury Bills 0.0% 25-NOV-2022 26.27%
N/A MUTUAL FUND (OTHER) 24.20%
N/A United States Treasury Bills 0.0% 29-SEP-2022 4.22%
N/A United States Treasury Bills 0.0% 18-AUG-2022 3.81%
N/A United States Treasury Bills 0.0% 28-JUL-2022 1.85%
N/A United States Treasury Bills 0.0% 27-OCT-2022 1.84%
N/A United States Treasury Bills 0.0% 08-DEC-2022 1.84%
N/A United States Treasury Bills 0.0% 21-JUL-2022 1.06%
N/A TREASURY ISSUES (LONG-TERM) 1.05%
It trades in commodity futures but unallocated $ at any given time is in various treasuries. So in a nutshell its investing in a combination of financial instruments that are linked to commodities...such as gas/oil, agriculture, metals.
Addendum to reply: So I found another list at Invesco, updated on 6/20. It shows quite a large array of commodity holdings. Brain updated to look at more than one source for this kind of information. LOL!
Thanks Pete. So currently and going by the above list, PDBC is not invested and any commodities. Seems like an odd way to to be a "commodities" ETF. But what the hell do I know; My brain ain't finished with itself yet.
Thank you