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Copper, Oil, Gold, Food: The Long-Term Bullish Case for Commodities.

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Presentation on theme: "Copper, Oil, Gold, Food: The Long-Term Bullish Case for Commodities."— Presentation transcript:

1 Copper, Oil, Gold, Food: The Long-Term Bullish Case for Commodities

2 www.globalviewpoints.com www.attheselevels.com www.vitalresourceinvestor.com

3 WHAT IS THE MOST IMPORTANT COMMODITY?

4 THE CONTANGO MAKES THE US OIL FUND A BAD LT INVESTMENT. GREAT FOR SHORT TERM TRADING THOUGH.

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10 LACK OF GEOPOLITICAL TENSIONS AND A SLOWING ECONOMY (EL NINO FOR NAT GAS), SUGGESTS THE CORRECTION IS LIKELY TO CONTINUE

11 6 IS WHERE THE “CALORIES” IN OIL AND NAT GAS MATCH

12 CONSERVATIVE OIL STOCKS ARE STILL OUTPERFORMING AGGRESSIVE ONES, WHICH IS A SIGN THE CORRECTION IS NOT OVER.

13 CANADIAN OIL SANDS HAS EXTREME LEVERAGE TO THE OIL PRICE.

14 IN LOCKSTEP

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18 YOU WANT TO BE OVERWIGHT SILVER WHEN PRECIOUS METALS ARE HOT

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20 THE MANDATORY INFLATION ADJUSTED CHART, AT THE MAY HIGH

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