Mar

11

Ag commodities have been on a long downward move close to 40% for over 4 years. I know because I started buying some a while back and am getting slammed.

Also junk bonds have been on a similar downward spiral for years.

However, for the first time in years, both seem to have gotten a bit of a bump.

Not sure if its a continuation of the slide or maybe close to a bottom? I notice a few other things like oil, gold seem to have slowed their declines as well and gotten a bit of a lift.

I wonder if deflation is starting to abate.

Alex Castaldo agrees:

A remarkable turn. I would add that emerging market stocks have also turned up after long underperformance. See for example VWO (Vanguard FTSE Emerging Markets Equities), EWZ (Brazil, an exporter of the aforementioned commodities), etc.


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  1. Jeff Watson on March 11, 2016 2:19 pm

    Sogi-san wrote this, not me:)

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