Prime matters
25-08-2010 books EconomyInformative linkage on the Prime Matters:
24-08-2010 expansion
The hedge fund bet for the rise of the prime matters
The hedge fund believe that we approach another boom of the prime matters on the markets. These funds of alternative management were not so optimistic with this type of assets from April, 2008.
The prime matters are traditionally one of the assets that major happy moments have provided to the hedge fund, for his facility of access and the liquidity that it provides to them on having allowed to operate across futures.
The case of Jim Rogers, founder together with George Soros of the mythical hedge fund Quantum.
This investor is a defender at any cost of the gold and he even has declared that it has all the money destined for the inverted saving of his daughters straight in this precious metal.
At the moment, this move has not gone out badly for Rogers: the gold duplicates his value since the crisis exploded in the middle of 2007.
19-08-2010 five Days
European Union - the German Minister of Economy pushes a tax back for the prime matters
Rainer Brüderle pushed back incisively the reflections of the Commission of the European Union about the possible introduction of a tax to the consumption of prime matters.
“A tax to the consumption of prime matters would affect to the capacity of international competition of our industry. In the last months the prices of many prime matters have increased valuably. This way, the prices have increased for the iron ore. A supplementary tax would get dearer the industrial production in the whole Europe. This would be fatal for the conjuncture that begins now starting.” there affirms Brüderle who declares himself opposite to “bureaucracy and taxes” in the prime matters and bet for “positive impulses on the markets”.
Also he underlines that “the supply of prime matters supposes a political - economic central challenge for the German and European industry with a view to the economic recovery”.
Brüderle affirms that a global strategy is necessary on prime matters that bears in mind the international just commerce of prime matters and the development of the proper resources.
“Instead of doing new proposals on taxes he would have more sense for it at level of the EU to interlace closely the different political concepts on prime matters.”
19-08-2010 EcoTrader
There are no deflation indications analyzing the prime matters
In the last weeks there has not been newspaper, analyst or economist who has not warned of the deflation threat.
Alain Galibert, associate of Bolságora, affirms:
“The idea of deflation fits neither with the behavior of the prime matters nor with that of the oil. Yes it is possible that we are in deflation but not in deflation.”
It is simple. If a deflationary environment was deducted, this would imply a widespread fall of the demand of prime matters and therefore of his price, but the price of the prime matters has not even been affected. Even, many of these assets have registered maxima.
Michael Pond, strategist of Barclays, affirms to the chain CNBC:
“It is more probable that there is a high inflation that a deflation because the Fed is more partial of implanting more politics of stimulus of the economy.”
Is here a linkage to a leading article (in English) published for 321Gold 06-02-2009:
“The End to the Inflation - Deflation Debate”
“The dollar will go down slowly while the gold rises coming to new records.”
19-08-2010 LD
Mises, creator of a system - The theory of the money
To round his analysis of the monetary economy to Mises it was necessary to him to explain what were the effects that, beyond the inflation or the deflation, had the changes of the quantity of means of payment on the economy. For it it had to resort to the intuitions of the best economist of the XVIIIth century, Richard Cantillon, and to the theory of the capital and of the interest of his teacher Böhm-Bawerk: an increase of the means of payment - especially of the fiduciary money that the banks make under the influence of the central banks - would filter in the shape of a major credit offer, what would reduce artificially the interest rates on the market and would stimulate a period of strong investments much over the saving available for financing them, creating a “economic boom” that, naturally, it would pass later to a crisis for insufficiency of real resources to complete all the big initiated investments. Mises was reaching this way one of the jewels of the crown of the whole economic theory of the Austrian School, his explanation of the business cycles.
03-08-2010 the Economist
The wheat goes off and it will keep on rising in the next years
The price of the wheat they take weeks mounted in an upward rally that has led them to touching record levels. In particular, yesterday they marked his biggest level of last 2 years. The scarcity of the cereal, the speculation and the low prices might explain his ascent, which according to the experts is not going to be braked in a time and it might spread to other agricultural prime matters.
Jim Rogers goes beyond the meteorological factor in his explanation. In his opinion, the prices of the prime matters simply are too low and are going to keep on rising even more. “We are going to have great, much higher prices throughout next years”, showed Jim Rogers, who takes time warning on the formation.
“Be prepared. If you have a sugar bowl at home, fill it, because it is going to be more expensive”, added in a few declarations to the NCBC.
In the opinion of Rogers, the investors have realized finally that the prices of the agricultural products have been too low during too much time due to the state aids and other factors. For it, the agriculture was a sector with little interest for the workpeople. “Or the prices are high or you are not going to be able to attract the people to the field”, he made sure.
That's why, the investor in prime matters has made sure that the prices of the agricultural products are going to register marked increases. “Anyone that has a potentially good ground and good weather will be winning in this situation”, aimed Rogers.
03-08-2010 the Economist
The wheat to maxima from 2008
This way one has seen with the quotation of the wheat. The raw material rubbed yesterday maxima from 2008 on having quoted in 684 dollars, after having closed July with a rise in his quotation of 38 %, the biggest from 1973, as informs Bloomberg.
Some of them go to further away. It is the case of the signature of analysis CWA that he affirms that the wheat will come to 850 dollars.
31-07-2010 the Opinion Coruña
Jim Rogers: "The test of stress of the European banks there have been a clear public relations exercise”
According to the investor Jim Rogers, in declarations to CNBC, the test of stress of the European banks there have been “a clear exercise of public relations”, since they did not bear in mind factors as a possible failure of the sovereign debt in any member country of the EU. As Wolfgang Münchau was explaining, in Financial Times, “if there should be applied the methodology of the test of stress to a car or to a toy, his persons in charge would have finished in the jail”.
27-07-2010 the Economist
Jim Rogers: "The central banks will not have any more money for the next recession”
For Jim Rogers the worst of the crisis has not happened yet. The guru specializing in prime matters explained in declarations gathered by the CNBC: "The world economy faces a new recession, which might come concerning 2012, but that then the central banks already will not have any more money to inject in the financial system. In the United States there has always been a recession every 4 ó 6 years, from the beginning of the times. When the following one comes, the world will be in worse form because it has already shot all his bullets.”
Recovery?
The fact that the results of the second trimester are going better than the due thing it does not mean necessary that the recovery is quite it solid that it is waited.
“It is necessary to remember with what the comparison is done … We are speaking about the second trimester of 2009, when we were thinking that the world was going to finish”, stood out Rogers. “Worry for the next year, not for this trimester. Is this a history?, he added.
02-07-2010 the Economist
Jim Rogers: "Some Governments lie on the inflation”
The prices are moving secretly in the whole world, but some Governments do not recognize it. Moreover, they "lie" on the inflation, according to Jim Rogers, guru expert in prime matters.
“Now there is inflation. Anyone that goes out to buy knows it … the prices are rising.”
This way, the governments of the United States and the United Kingdom would be between those who lie on the upturn of the cost of the life, while Australia, China and Norway, countries that have already hardened his monetary policy, would be facing to this reality, affirms Rogers, in declarations gathered by the CNBC.
For it, the guru proves to be very cautious at the time of moving his money pointing out that his “investment perspectives are that now I am long in prime matters and cut in actions”.
He says not to have role bought on any market, and that in portfolio only preserves any qualifications that it has had for years.
Geographically, the guru makes sure that he prefers to have assets in countries that are deserving than in those who are debit.
“All the nations creditors are in Asia right now.
And it would prefer to be invested in deserving countries than in debtors”.
Prices of the food to the rise
Of the inflation, the showiest thing for Rogers it is the increase that shows the meal.
To start the machine of the money, as it has been done to stimulate the economies before the crisis, it has done that the prices of the food “are perforating his roof.”
Also there influences the absence of labor and productivity this sector.
Jim Rogers comments: "We all should become farmers. The agriculture has been a disaster in the last 30 years. There is a big lack of the people of the field.”
27-06-2010 the Country
He interviews Jim Rogers: "The USA and the United Kingdom are worse than Spain”
In a conversation with The Country, Jim Rogers supports that after more than one decade of holiday, the hour of a long surf has come to him to Spain.
He asks: "In what moment of the crisis are we? The more is it going to last?”
Answer:“ The crisis is going to continue. Unfortunately, we are in a long period of economic discomfort. Most of the stock markets reached his maximum levels concerning the year 2000. For 10 years we have had many ups and downs, and that is going to continue during at least other 10. Occident is in a terrible financial situation, with enormous debts. In the twenties and thirties of last century there was a big transition of the United Kingdom to the USA, irritated by the financial crisis. Now the same happens: we are witnesses of a historical draft from the USA to Asia, irritated by a financial crisis. The big creditors are in these moments China, Japan, South Korea, Taiwan, Hong Kong, Singapore … and we all know which the debit countries are. It is a question of a new historical transition that most of the people still do not know, or it does not understand or not gives him importance. But the world that we have never known will be the same again. I do not like saying it, but these are the facts. This is what it is spending.”
He asks: "Who is guilty of the disaster through that we live for two years?”
Answer:“ The principal culprit is the Federal Reservation of the USA, which during last ten years he has devoted himself to save to the whole world. If there is guilty only one, this is Alan Greenspan. Whenever someone had problems, it was giving to the machine of the money. It was not leaving that anybody was falling down. A gigantic company called Cardinal Long Term Management had many problems in 1998, and Alan Greenspan saved then Wall Street. If it had not done it, Lehman Brothers and Bear Stearns still would exist and probably there had not been a real estate bubble in Spain. When the things deteriorated, Greenspan kept on giving to the machine of the money and lowered the interest rates. If someone had been dropped, we would not have the problems that we have now. The Bank of England did the same. Both devoted themselves to inject money into the economy, when they should have allowed the economy to have recessions and normal corrections. This way he was forming a snowball and the situation descontroló.”
He asks: "You said does a pair of years that would be necessary to eliminate the Federal Reservation. Does he keep on thinking the same?”
Answer: "Yes. The world has survived without central banks during almost all his history. The idea of that a central bank is something indispensable alone has been a reality in the last twenty years or this way. Forty years ago nobody knew of the existence of the central banks; nobody in the USA, the United Kingdom or other countries knew the name of the presidents of his central banks. It is a question of a recent phenomenon. Without central banks we would have problems, of course, but with central banks we will have even worse problems. In the USA and the rest of the world we would not be in this situation if the central banks had not existed. The people who saves and who invests are being punished by a few types of very low interests. If you, his parents or his grandparents have saved some money with the intention of living of the interests, they are ruined for doing the correct thing. This is worsening the situation.”
He asks: "Where is it possible to gain money nowadays?”
Answer: I do not know. I can only say to him what am doing I, who does not mean necessary that it is the best thing. I have invested in Euros, Yenes, Swiss Francs and Prime Matters. If the world economy improves, the Prime Matters will rise because there will be more demand; and if the economy does not improve, the Prime Matters also will rise because the Governments will print more money.”
17-06-2010 Libertad Digital (Exclusive interview)
Jim Rogers: "The future is in the prime matters”
Jim Rogers is one of the persons who better knows the market of the prime matters and one of the few ones that anticipated the current crisis. Naturally, nobody him believed.
P: Did you see coming the crisis?
R: I was quite explicit, I already published that this was going to finish in a bad way, saw that most of companies were going to collapse. I saw this coming. I have been an investor a lot of time, have read very much on the world. All the bubbles have the same appearance and what I surprise is that the people do not recognize them.
P: And the Austrian School?
R: I agree with most of things that I know about the Austrian School, and approve them if you prefer that it uses this term. I think that his approach is better for most of questions that the approach of Karl Marx.
P: Gold standard?
R: No, it has never worked in long periods of time.
P: In the next 2 years: inflation or deflation?
R: Inflation.
P: And the prime matters?
R: They will keep on rising in the next two years, and next ten years are going to be very hard, there is going to be a bubble in prime matters.
P: All the prime matters?
R: Yes, almost all.
20-05-2010 Cotizalia
He polls: where can it place his money in this moment?
1. Prime matters (Voted by 44 %)
It is a question of an interest option in epochs of high volatile nature on the markets or of economic instability. There are considered to be values refuge. The investment in prime matters or commodities it is done principally across the futures market and the fan of prime matters includes any not elaborated product that joins in the first phase of the process of production for his later transformation, from farmers, passing for mineral, up to coming to the oil.
2. Stock Exchange (Voted by 28 %)
3. Real estate (Voted by 10 %)
4. Private debt (Voted by 8 %)
5. Deposits (Voted by 5 %)
6. Public debt (Voted by 4 %)
04-05-2010 EcoTrader
Metal index: it continues clearly upward
Along last weeks it pays us especially the attention the evolution that is having the Commodity Metals Price Index which reflects to the perfection the evolution of principal metals on a global scale how there are the Copper, Aluminum, Iron, Zinc, Níkel, etc.
The above mentioned index can be interpreted as an anticipated indicator of the world economy due to the narrow relation that exists between the global economic behavior, the demand of the metals and the price of these.
From the operative point of view we keep on observing a long and healthy upward tendency that keeps on constructing maxima.
27-04-2010 expansion
Is still it a good moment to enter the prime materías in spite of the upward climb of his prices?
Félix López, the director of the agent of funds of Cardinal Atlas:
“The prime matters they not all have the same perspectives since the factors that influence his supply and demand are not always common. The basic metals and the energy ones depend more of the business cycle, the precious metals have a major protection component before events like the appearance of new fears before a systemic crisis, the depreciation of the dollar or the increase of the inflation and the farmers depend more of demographic and climatic factors. Of between all of them our recommendation is based more on the precious metals, especially the white persons (silver, platinum and palladium) and the farmers, and the first ones, to avoid, would be the industrial metals.”
10-04-2010 the Economist
The prime matters go out of the cave
If there are assets that usually behave well when one is on the verge of an economic recovery, these are the commodities. It does not matter that they are metals tied to the energy or farmers. They all have to have a hollow in the portfolios this year.
In addition to an interest rates increase: eye to the increase of the inflation!. And: what is what more influences the increase of the IPC? A rise in the price of the fuels and also other of the price of the food.
Namely moved to the industry of the investment: an increase of the price of the crude oil, and other of the cost of the agricultural prime matters.
“We are to the beginning of a new supercycle of the prime matters”, was affirming an agent of energy of one of the principal international signatures. And it is confirmed so much by the technical analysts like those who operate for fundamental. So much the precious metals market as that of soft prime matters (those more tied to agriculture) they offer opportunities.
07-04-2010 AFI (International Financial Analysts)
To diversify in prime matters?
There is clear the impact that on the economic growth and the inflation has the evolution of the price of the prime matters. But every time the presence of financial investors is more excellent also on this market, which not only limits itself to the oil, but it is extended to other industrial prime matters (zinc, copper, palladium, etc.), to the precious metals (gold, silver, platinum, etc.) or to agricultural prime matters (rice, soya, wheat, etc.). And in this point it is important to point out that the price of the different commodities does not behave of so correlated form as sometimes it is supposed. And the observed in the last year is a clear example, with increases of between 70 % and up to 150 % (in the industrial prime matters) that coexist with more limited changes (precious metals) and, even, with falls (in farmers as the wheat and the corn). With these discrepancies, a clear investment opportunity arises.
Evolution of the price of some prime matters and tables of raw material in the last 12 months:
21-03-2010 the Economist
Prime matters seem, you discern sound
His steps are tied to those of the gold and the oil, hence they are known like coins 'commodities'. The dollars Australian, neozelandés and Canadian, have the Norwegian crown and the Swiss Franc extracted breast in the last year? and they can still have left impulse. On March 10, 2009 not only it was opened bull forbids it in the variable revenue. Also in other corners of the financial world, as that of the prime matters, with the oil and the gold as principal banners. And to his loud snort, a group of coins, known on the market as currencies commodities, precisely for his high link with the basic resources.
13-03-2010 expansion
Prime matters - determinant Factors
From BlackRock they aim that these basic resources might be living through the beginning of a long-term revaluation as the one that other prime matters have experienced in previous periods.
Governing associate of Cardinal Atlas, aims that the market of agricultural prime matters rises because many agents and traders they have taken positions in derivatives before the unefficiencies of the market.
On the other hand, the analysts of Deutsche Bank aim that China, one of the big giants in demand of prime matters, has deficit of wheat, cotton, soya and palm oil, for what the price of these products might rise to the heat of the Chinese demand.
Determinant factors:
Evaluation: The prime matters are one of few assets that are not overbought at present, according to the experts.
Demography: One waits for a strong increase of the demand for the growth of the emergent population.
Surface: The processes of urban development of the developing countries have limited the suitable territory for cultivation, what will reduce the offer.
Fuel: The impulse to the biofuels made by means of basic resources like the corn, might cheer also the quotation of these assets up.
16-02-2010 finance
New global tendencies in the sector of the prime matters
They are not already considered to be a passing fashion
According to the last report on prime matters of the signature Lipper, the experts think that the economic recovery and the emergent markets are going to support this year the price of these investments. One of his preferences is the gold, but they begin betting also for the agricultural prime matters before the biggest food demand and some others suggest also that one of the investments, to watch in a nearby future, is the wood.
25-01-2010
Jim Rogers: Stock Exchanges are capable of correction
The president of Rogers Holdings, Jim Rogers, has affirmed that “the markets of variable revenue on a global scale are capable of a correction. The actions markets have risen during the last 10 months, the biggest rally from the 30s. This prestigious agent thinks that at present the markets it has the highest evaluation of last six months.
16-01-2010 expansion
The heyday of the prime matters
The investment in basic resources, a bet for 2010. The prime matters might turn into the investment assets more attractions for the newly released 2010.
Eíndice S&P GSCI Enhanced Total Return, which reflects the quotation of 24 prime matters, will rise 17,5 % this year, according to the forecast of Goldman Sachs. The signature thinks that the rises will be led in 25 % by the fuels and in 15 % by the metals.
These increases would overcome fully the revaluation of 11 % estimated for S&P 500, according to the experts consulted by Bloomberg.
And, at the same time, they would beat the profitability estimated for the debt in this period. The consensus of the North American agency augurs that the profitability of the bond of the USA to 10 years raises 2,8 %.
31-12-2009 expansion
The prime matters are reinforced in the portfolios
The basic resources are outlined like one of the bases of the portfolios in 2010. The experts think that it is one of the assets with more attractive, after the variable revenue. And the fact is that the professionals indicate that the increase of the demand before the economic and industrial revival, together with the problems of supplying before the scarcity of some prime matters, they play in favor of these assets.
In Deutsche Bank “we keep on supporting that in the long term the prime matters have an important support based on fundamental factors”.
29-12-2009 BBC
Will they raise the prime matters in 2010?
After a year of increase in the prices of the prime matters, the financial companies hope that during the next twelve months the tendency should be supported. “In the first trimester of 2010, one hopes that the buys of the consumers should increase and that the institutional funds increase his expenses in prime matters”, he predicted the specializing bank Investec.
28-12-2009 FT
The food - commodity in maxima of several decades
The prices of the nutritive prime matters - included the tea, the cocoa and the sugar - have reached maxima of several decades, as a result of the scarcity of provisions and of the strong demand. According to the analysts, the increases will be translated in higher prices for the retailers at the beginning of 2010.
The scarcity of nutritive prime matters - as a result of the bad climatological conditions and of the persistent absence of investments - has begun to attract the financial investors, what has raised even more prices.
Prices 2009:
* Sugar: + 165 % in 2009, maximum in 28 years and a half
* Orange juice: + 90 % in 2009
* Tea: + 80 % in 2009, historical maximum
* Coffee: + 30 % in 2009
* Cocoa: + 28,5 % in 2009, maximum in 31 years
22-12-2009 the World
What do I do with the money of the Lottery? Recommendations to invest - Interest in the prime matters
The prime matters have been one of the big protagonists of 2009 and everything aims at that will continue it being in 2010, especially the gold and the oil. Both are matters tied to the dollar and, if the currency supports his weakness keynote, the yellow gold and the black will keep on being beneficiaries. Nevertheless, there are quite volatile assets and a possible appreciation of the green ticket might transport high risks for them.
DWS, agent of funds of the Group Deutsche Bank, augurs the “speculative interest” it will provoke that the price of the barrel Brent (of reference in Europe) reaches again 150 dollars and that the golden ounce goes so far as to overcome 1.500 dollars.
The agricultural products and the industrial metals are the bet of the Center of Investments of Deutsche Bank as for prime matters. The increase of the world population, the reduction of the cultivable surface or the big programs of infrastructures of emergent countries would be behind his upturn.
22-12-2009 expansion
The prime matters will impel the bags in 2010
The experts hope that the actions of the companies of the sector of prime matters should head the growth of these benefits, with increases of 62 %.
16-12-2009
So they see the financial bloggers 2010
Spain 2010 as bloggers financiers. Report prepared by Unience thanks to the collaboration of 24 of the “better bloggers Spanish financiers”. The prime matters in 2010 seem attractive to them, it is where more optimism is, almost 50 % bets for a good behavior in 2010. The financial bloggers believe that the differences between the Spanish economy and the European will increase in 2010. The vision of the markets of the bloggers is very cautious in the majority, with many precaution in the risk assets. The bloggers also distrust the numbers of positive growth that the different international organisms foresee this year. 70 % of the financial bloggers does not believe them, or does it but with many reservations.
09-12-2009 finance
Fidelity International - approaches another climb of prime matters
The western markets have moved without a clear course for several weeks and it is logical to think that, for it for less till now, the best profitabilities have already taken place. But since it happens almost always, when a class of assets loses bellows, another retrieval impelled and it begins gaining area. The variable revenue still has force to continue with his ascension, but I believe that we are in the first compases of a spectacular upturn of the industrial production and it should provoke a climb in the prices of the prime matters.
05-12-2009 Libertad Digital
The Prime Matters in rise
Jim Rogers: "If you manage bonds of the State, obtain another work”
The famous investor Jim Rogers has attracted attention on the risk of the bonds of the State. “A gigantic bonds emission approaches on the part of the governments of the whole world”, he says and advises to the agents of portfolio of this type of products that another work to be looked. Like alternative, Rogers says, “the best place to invest now there are the prime matters”, and it dares to predict 10 or 20 years of bullish market for the commodities “for several reasons”.
30-11-2009 AFI
To bet for the heyday of the prime matters of a diversified way
The prime matters have been a news in what it goes of year for the strong increase that his price has experienced. Especially, they emphasize the increases of the gold, of the oil, of the silver, of the palladium or of the sugar.
28-11-2009 the World
The boom in prime matters goes beyond the gold
The prime matters are again in mouth of many. The depreciation of the dollar and the later rises in the gold and the oil they have done that the interest in other goods, in fields as the metal or the agriculture, has not done any more that to increase. From the sugar up to the platinum, happening for others not more known like the palladium, the opportunities they have increased in the last months.
24-11-2009 five Days
The money flows towards the prime matters
The investing appetite for the prime matters, in historical levels. The capital flows towards the markets of prime matters overcome this year the record number for 55.000 million dollars, according to Cardinal Barclays. The weakness of the dollar, the currency in which they quote the prime matters on the international markets, is playing in favor of the oil and other assets like the gold, the metals and other agricultural prime matters.
Christopher Wyke, of the agent Schroders, exhibits: "We are inside a cycle of heyday of the prime matters and there are going to be the economies of the emergent countries those that impel the demand. One of the bets of investment that can turn out to be winning the next year is that of the agricultural products, as there increases the consumption of the emergent countries.”
19-11-2009 CapitalBolsa
Jim Rogers: "I am upward in gold, silver, coffee … and bassist in actions”
Jim Rogers, one of the most prestigious investors on a global scale, has an interesting market vision at present. “The only bubble that I see in the western world is on the market of bonds of the government of the USA. Apart from that, I do not see any more bubbles”. He believes that we have an inflationary panorama, but it does not see that the liquidity impels to new financial bubbles, except on the market of bonds of the Treasure of the USA. The winners in this environment are - undoubtedly - the commodities, who are in a “structural boom”. The assets in role and the dollar are the losers. The real assets the winners. He is especially a bull with the gold.
“The gold theoretically should place in 2.000 dollars the ounce. To part of the gold, I believe that a lot of money is going to be gained buying other products as the silver, the cotton or the coffee. I am not going to buy anything on the stock market in the whole world. All of them have risen very much and I do not like at all.”
30-10-2009 Cotizalia
Prime matters and the theater of the money
The dynamism in the formation of prices and the legitimate transference of risks between habitual counterparts of coverage and speculation, they turn out to be eclipsed by the avalanche of investors eager to diversify his portfolios, incorporating exhibition into a basket of prime matters quoted as strategy of optimization of the binomial risk - benefit. Another assets more for the recycling fiat, with similar, less volatile comebacks, and negatively correlated with the traditional cigarets.
26-10-2009 XTB
Weekly report of prime matters
In the last weeks a major money entry was warned towards the markets of prime matters (grains, energy and metals, between others), partly, of those who want not to sink with the dollar and prefer to change tickets into tangible products and partly for those who anticipate inflation and fall of the variable revenue
16-10-2009 Cotizalia
The hedge funds go on from the futures and shoot the prices of the prime matters at immediate delivery
Hedge funds and several institutional investors are doing gathering of prime matters with immediate delivery instead of acquiring the conventional futures contracts. Now it is not possible to regulate the price commercial and this tendency of investing to immediate delivery is provoking that this one is higher than the prices to future. We are living through a situation of backwardation that, in the long run, augurs a scarcity period. The investors think about how to limit his exhibition to the risk supporting certain level in commodities and, if they it cannot do route futures market, they will do it of physical form. This practice distorts the prices and shoots them at the rise, affecting straight in the industrial sector, which can turn affected by the absence of supply. Logically, if there rise the prices of the prime matters and, with it, those of the industrial goods, the inflation is still going to go away more above of what is going to do it as a result of a few excessively low interest rates - in the zero per cent - prolonged in the time.
29-09-2009 finance
China leads the world demand of prime matters
Article of Catherine Raw, agent of funds of the team of natural resources of BlackRock, on the actuality of the prime matters. The Chinese government believes clearly in the long-term growth since it has extracted advantage of the low prices of the prime matters and the low quotations buying strategic quantities of some basic metals, being big enough to countries like Russia and Brazil to insure itself future offers of prime matters and buying shares in foreign mine-layers.
23-08-2009 expansion
To invest in commodities
During the last years the prime matters have been in mouth of all the investors. Episodes as the increase of the oil up to 150 dollars for barrel, with the gold up to 1.000 dollars for ounce or the fever for the agricultural prime matters have marked frequently the strategies of the thifty persons.
14-08-2009 the Economist
Boa (Bank of America) will extend the staff of his division of commodities in 25 %
The American bank glides to increase concerning 25 % his team in the metal division and energy in next 2 ó 3 years. As he tells Boa, this decision is due to the fact that the good behavior of the prime matters is attracting thousands of million dollars in investments. In fact, Bank of America has already hired to personnel in China, Singapore, India and Japan, as there indicated Bloomberg the codirector of the area of commodities, David Goodman. “We are observing the return of the appetite of the investors” for these markets, pointed out the manager.
21-07-2009 expansion
The prime matters shine again in the stock-exchange parquets
The sector of basic resources cheers the bags up. The prime matters return to the forum. In the last week, the sector of proper resources of the DJ Stoxx 600 has risen strongly and 15 % has been noted down. This optimism drinks from two sources, according to the experts. a) The first one is the most important and she has proper name: China. b) The progress of the economic information is another happy moments source for the prime matters.
07-06-2009 the Country
The prime matters tangle the crisis
The price of the metals they hasten despite the weakness of the demand. The speculative funds return to the futures markets.
04-06-2009 finance
The fears of the inflation impel the demand of the prime matters
Article of Marius Botha, agent of the hedge fund Threadneedle Commodities Crescendo, on the current situation of the market of prime matters. The prices of the prime matters are rising since the most anticipated investors anticipate inflation. The institutional and retail investors have placed a lot of money in prime matters in a bet to be covered against the inflation and we hope that these capital flows should continue. The demand from the emergent markets, especially from China and India, keeps on growing. Although the growth rate of these countries has diminished - this does not mean that it has ended. The current global fall only has reduced the growth and his increasing demand of prime matters will return.
I free: The Boom of the Prime Matters
This book of Jim Rogers has been published for the first time in Spanish in the year 2008. It is necessary to know that, already in 1999, Jim Rogers had anticipated the important boom of the prime matters and the principal role that would take up office in a few years. The facts have given him the whole account and have increased still the indisputable prestige of Jim Rogers as analyst and observer of the world economy.
The next bullish market is neither in the actions, nor either in the obligations, but is in the prime matters, and some intelligent investors will obtain yields records in the next decade.
Both for the small investor and for the big trader and agent of funds,
“The boom of the prime matters” is so good as the gold if, or the lead, or the aluminum; prime matters of those that Jim Rogers believes that they can have perspectives as brilliant as the gold.
Success with prime matters.
The table of raw material of Jim Rogers has raised more than 300 % from the year 1998.
Jim Rogers on the crisis (in an interview for Bloomberg TV):
“If you are afraid of the world recession, he might think of buying agricultural prime matters. I suppose that to the agriculture he will be fine, it can be the best investment between the prime matters, without importing what goes on to the world economy. It will be one of the worst recessions that we have had in certain time.”
To buy the book The Boom of the Prime Matters
in CasadelLibro.com
or in IberLibro.com
Jim Rogers - The Boom of the Prime Matters - Content:
Introduction
1. The tangible ones: the next innovation
2. But …
3. Prime matters: the first steps
4. How to enter on the market of the prime matters
5. Some notes of the distant East
6. Farewell to the cheap oil!
7. The gold: mystic and the fundamental thing
8. The lead, a heavy metal that might fly
9. To the search of the next peak of the sugar
10. Can it raise the coffee?
Conclusion
Annexes
