Further to my last post (see Why China won't cause a commodity crash (yet)), I got a number of questions of what indicators I watch beside the Vancouver residential property market to see when the commodity supercycle is over.
Chart of the Day latest chart showed a graph of the Dow/gold ratio. Watch for a reversal of that trend - then you'll know that paper is triumphant over hard assets (commodities).
Cam Hui is a portfolio manager at Qwest Investment Fund Management Ltd. ("Qwest"). This article is prepared by Mr. Hui as an outside business activity. As such, Qwest does not review or approve materials presented herein. The opinions and any recommendations expressed in this blog are those of the author and do not reflect the opinions or recommendations of Qwest.
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