tag:blogger.com,1999:blog-816559531110064247.post3599918868683707917..comments2024-03-08T01:03:44.522-08:00Comments on Humble Student of the Markets: Get ready for the resource rallyCam Hui, CFAhttp://www.blogger.com/profile/09672203690656029787noreply@blogger.comBlogger6125tag:blogger.com,1999:blog-816559531110064247.post-87395859554642190632014-11-04T13:04:44.214-08:002014-11-04T13:04:44.214-08:00Cam, what's your refreshed view on this trade?...Cam, what's your refreshed view on this trade? The commodities rally hasn't eventuated, and the US$ had indeed strengthened further over the last month and is now at multi-year highs. Energy prices and precious metals prices have continued to underperform over the last month causing the broad commodities complex to once again hit fresh lows. Any thoughts on a bottom around these levels? 14-week RSIs on the commodities indices appear to be flattening but that was your observation a few weeks ago and it's been a rough ride since then.Marcusnoreply@blogger.comtag:blogger.com,1999:blog-816559531110064247.post-71806173498430072152014-10-12T02:21:56.718-07:002014-10-12T02:21:56.718-07:00There is no good reasons for big rally in coal - c...There is no good reasons for big rally in coal - cheap natural gas, environment protection, china Will empose new taxes on imported coal from australia, coal cant work effectively in grids with solar power and etc. There will be bankrupciesAnonymousnoreply@blogger.comtag:blogger.com,1999:blog-816559531110064247.post-80334548622118463452014-10-11T07:34:04.448-07:002014-10-11T07:34:04.448-07:00Sir,
What are your thoughts on the coal industry....Sir,<br /><br />What are your thoughts on the coal industry. Oversold with both commodities and energy. Mid-terms elections and a Republican sweep could be enough of a catalyst to kick start the sector. I was looking at KOL.<br /><br />Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-816559531110064247.post-59339559402457897992014-10-10T00:54:49.012-07:002014-10-10T00:54:49.012-07:00I think Europe now start realizing that sanctions ...I think Europe now start realizing that sanctions are double edge sword, and may be it will influence on their geopolitical desicions. Residents sentiment also is very bearish, and some kind of good news can trigger powerful sharp short term rally. Interestingly that money is coming this year in to market through etfs and mutual funds. Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-816559531110064247.post-81336372126461459702014-10-09T21:04:43.582-07:002014-10-09T21:04:43.582-07:00Yes, it could be an interesting contrarian playYes, it could be an interesting contrarian playCam Hui, CFAhttps://www.blogger.com/profile/09672203690656029787noreply@blogger.comtag:blogger.com,1999:blog-816559531110064247.post-71430231244519803252014-10-09T05:52:52.497-07:002014-10-09T05:52:52.497-07:00Hi!
What you think at this moment about russian s...Hi!<br /><br />What you think at this moment about russian stock market - it`s also we can cay commodities oriented market, is cheap and oversold I think?Anonymousnoreply@blogger.com