I read this article over the weekend…It is a great piece from John Mauldin. It confirms my personal investing approach of trend following a basket of commodities
Get Ready For The “Miracle” Of Compound Inflation
John Mauldin, Thoughts From The Frontline
John Mauldin
John Mauldin is a bestselling author and financial advisor. He publishes a free weekly email on [...]
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My name in Andrew Abraham. I have been investing in commodities and managed futures since 1994. I adhere to the philosophy of trend following.
Trend following stresses a disciplined approach to commodity/ futures trading. Successful trend following and commodity futures investing requires patience, discipline and actively managing the risk. What sets me apart from other traders is that I am not only concerned about the return on investment but how much risk I will have to tolerate to achieve my goals.
If you are interested investing with Andrew Abraham via my managed accounts please come to Abrahamcta.com.
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How long can the USA run record budget deficits for extreme long periods of time? The USA has been growing credit aggregates. The fact is that the Fed which came into existence in 1913 with it’s unique mission statement that stated “We are going to continue to grow credit aggregates”. The next fact is [...] People that have lived through inflationary times know the devastation caused by inflation. Inflation is a wealth destroyer. This weekend Bernanke came out with a statement rejecting concerns that his latest QE 2 will spur runaway inflation. As a trend following commodity trader I can not see how that statement could be correct. All one [...] Not exaggerating, the way the central banks around the world are printing money…trees could become endangered. Andrew Abraham If you read a newspaper these days you will read that there is no inflation and the FEDS do not expect any inflation in the near future. If you are a trend follower, investor in commodities, investor in managed futures times could not be better for the last 2 months. Corn, Soybeans,Cotton, Crude and Gold [...] James Bullard, St. Louis Federal Reserve Bank discusses on a CNBC video that inflation is trending down. The absurdity of this statement is ridiculous. All Bullard needs to do is to look at some charts such as cotton, sugar let alone the grains. On Friday the grains went limit up. Any trend follower can easily [...] The symbol TIF which corresponds to the performance of inflation-protected securities issued by the U.S. Treasury, is at the highest since early 2008. Investors are taking notice of the recent moves of wheat, cotton, sugar as well as gold. What is fascinating all the while Govt officials are playing down inflation. Again and again we are told there is no inflation. The fact is numbers do not lie. Look at these yearly increases Sure if you listen to many of the news services they are saying inflation is not an issue. Well all one has to do is look at Cotton. A 15 year high on cotton would seem inflationary. At the same time the grains are moving due to shortages and bad weather. Continuing the story with [...] Is it really any wonder that inflation is increasing? Interest rates are at record lows and Govts have been printing money like toilet paper. More so many of the emerging economies from India to China have been experiencing inflation. According to UK economists Inflation was at 3.1 percent as air fares increased by 16.1 percent [...] |
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