Monday, March 03, 2008

Things

Things seem to be doing better then paper.

I highlighted AQI and PNP in Two Speculative Metal Stocks about six weeks ago. As of today, those two stocks are up 25% and 40% respectively.

Commodities are in their own bull market, akin to the stock bull market of the late nineties.

Things are running.

A

3 comments:

Anonymous said...

Hi Allan,

Do you trade this commodities boom by trading metal and mining stocks, or commodities futures? The stocks seem to be lagging the underlying commodities.

Eric

A said...

Eric,

I trade them both, but as you point out, the returns on the stocks are lagging the returns on the futures and by a large margin.

A

Anonymous said...

Allan:

This is yet another topic we are taking up on TradeVilla. Thanks for your input.

All of us agree commodities are booming while stocks lag, and the leverage and consistency og the futures gains are astounding.

Mark.