Sunday, May 3, 2009

Commodity Sector Overview 02 May

Commodity Sectors
Source: Stockcharts.com

Base Metals, Energy, and AGs have performed quite well off the Mar Lows-
China's infrastructure stimulus is certainly a contributing factor to demand for metals 
(Beyond HeadBangers Ball of course)
The rampant money printing of the Federal Reserve cannot be underestimated in the valuation of dollar-denominated assets going forward