Rosenberg: Commodities are still in a secular bull market.

From Rosenberg’s daily note:

My overall views continue to evolve but what has not changed are my opinions
regarding the secular bull market in raw materials (hard assets) and income. At
least now we are getting a better buying opportunity with the recent giveback in
most commodity prices, and by extension, the Canadian dollar. I still emphasize
that what investors get in Canada that they do not get in many other areas,
specifically the United Sates, is exposure to the resource sector, and despite
China’s recent restraint measures, and undoubtedly more will be coming, the
country is unlikely to relapse back into a downturn any time soon from what I
can see.

So long (FXC)  Rydex Canadian Dollar Trust , (DBB)  PowerShares DB Base Metals Fund , (XLB)  SPDR-Materials

Advertisements

0 Responses to “Rosenberg: Commodities are still in a secular bull market.”



  1. Leave a Comment

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out / Change )

Twitter picture

You are commenting using your Twitter account. Log Out / Change )

Facebook photo

You are commenting using your Facebook account. Log Out / Change )

Google+ photo

You are commenting using your Google+ account. Log Out / Change )

Connecting to %s




Enter your email address to subscribe to this blog and receive notifications of new posts by email.

Join 39 other followers

ETFDesk.com

ETFDesk Spotlight

January 2010
M T W T F S S
« Dec   Feb »
 123
45678910
11121314151617
18192021222324
25262728293031

%d bloggers like this: