More than a decade ago, Alan Greenspan coined the term “irrational exuberance” to warn of stock prices which had risen too high during the tech bubble. Today, according to US Global Investors, a similar hysteria of “irrational pessimism” is holding commodity prices hostage. “While there are a number of headwinds negatively affecting near-term prices, there are also several reasons to remain bullish,” said the company.

US Global Investors has just produced a very informative webcast, featuring CEO Frank Holmes and members of the company’s natural resources team.

The discussion covers:

• The impact of a global slowdown on resource investments.
• Inflation or deflation? Which will it be and how will it impact commodities?
• What can we expect from China and other BRIC nations?

Click here to view the presentation.

Source: US Global Investors, April 21, 2009.

 

Did you enjoy this post? If so, click here to subscribe to updates to Investment Postcards from Cape Town by e-mail.

 

More on this topic (What's this?)
Is it right time to buy commodities? (Emerging Index, 5/5/09)
Prepare To Buy These Two Hurricane-Hating Commodities (Contrarian Profits, 4/14/09)
Outlook for stock markets. (Emerging Index, 5/25/09)
Read more on Commodities at Wikinvest

The Financial Ad Trader
The Financial Ad Trader - banner ads

 Email  Digg  Del.icio.us  Technorati  Stumble  Reddit  Facebook