Comments on: Commodities and Inflation http://www.mebanefaber.com/2008/06/26/commodities-and-inflation/ Engineering Targeted Returns and Risk Sun, 14 Mar 2010 11:07:05 -0500 http://wordpress.org/?v=2.8.2 hourly 1 By: Anonymous http://www.mebanefaber.com/2008/06/26/commodities-and-inflation/comment-page-1/#comment-1976 Anonymous Sat, 28 Jun 2008 21:38:00 +0000 http://www.mebanefaber.com/2008/06/26/commodities-and-inflation/#comment-1976 Commodities have a well-deserved reputation for high volatility. <br/><br/>But it should be pointed out that if your norm is absolute real return, then of the five asset classes, commodities provided the steadiest real returns across both low and high inflation periods.<br/><br/>This is in addition to commodities being the most powerful diversifier among the major asset classes.<br/><br/>So volatility cannot be considered in a vacuum. <br/><br/>j'adoube Commodities have a well-deserved reputation for high volatility.

But it should be pointed out that if your norm is absolute real return, then of the five asset classes, commodities provided the steadiest real returns across both low and high inflation periods.

This is in addition to commodities being the most powerful diversifier among the major asset classes.

So volatility cannot be considered in a vacuum.

j’adoube

]]> By: Anonymous http://www.mebanefaber.com/2008/06/26/commodities-and-inflation/comment-page-1/#comment-1975 Anonymous Sat, 28 Jun 2008 13:18:00 +0000 http://www.mebanefaber.com/2008/06/26/commodities-and-inflation/#comment-1975 Commodity prices are also tied to interest rates, as commercial users and speculators use leverage, often high leverage, to trade. Commodity prices are also tied to interest rates, as commercial users and speculators use leverage, often high leverage, to trade.

]]> By: Anonymous http://www.mebanefaber.com/2008/06/26/commodities-and-inflation/comment-page-1/#comment-1972 Anonymous Fri, 27 Jun 2008 20:09:00 +0000 http://www.mebanefaber.com/2008/06/26/commodities-and-inflation/#comment-1972 IT is with grave concern I read you believe that the bear market may start Monday??? IT is with grave concern I read you believe that the bear market may start Monday???

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