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Tuesday, March 04, 2014

CRBQ - Is it Time to Buy Commodities?

I believe what has been lacking for ECRI to call for an upturn in the business cycle, which would then lead to companies actually investing in growth, is rising commodity prices.



 I see what looks like a bottoming process in most commodities as bullish for the global economy.
Pretty clear inverted head and shoulder breakout in gold in the above chart with the dashed red neckline.

Jefferies TR/J CRB Global Commodity Eq (CRBQ)
Overall Portfolio Composition Stocks: 97.24%

Top 10 Holdings (36.74% of Total Assets)
Company
Symbol
% Assets
Monsanto Company Common Stock
7.31
Exxon Mobil Corporation Common
5.32
SYNGENTA AG BASEL
4.31
Deere & Company Common Stock
4.30
POTASH CORP OF SASK INC
3.52
Archer-Daniels-Midland Company
3.33
Chevron Corporation Common Stoc
2.84
Rio Tinto PLC
RTPPF.L
2.01
BP PLC
BPAQF.L
1.94
BHP BILLITON
1.86

More about CRBQ - Thomson-Reuters Jefferies Global Commodity Equity Index Fund

XLE is another way to play it, higher energy prices.
Also, emerging market funds should do better with higher commodity prices.

Kirk Lindstrom's Investment Letter Performance

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