Inflation is Coming…

COMMODITIES RECENT RELATIVE PERFORMANCE UPDATE

Right now precious metals are taking off compared to other commodities. This may be a safe haven play in the short term, however it can also be the start to an indicator of inflationary pressures. This may put pressure on stocks, however be careful of short term reversion. Look to buy out of the money puts on SPY.

COMMODITIES TRENDS

Group

ETF

Name

Short Term Trend

OB/OS

Metals GLD SPDR Gold Trust UP
Metals JJC DJ-UBS Copper TR Sub-Idx ETN Ipath UP
Metals PPLT Platinum ETF DOWN
Metals PALL Palladium ETF UP
Energy USO US Oil UP
Energy UNG US Natural Gas Fund UP
Energy KOL Coal ETF Market Vectors UP
Agriculture CORN Teucrium Corn Fund ETF UP
Agriculture WEAT Teucrium Wheat UP
Agriculture JO DJ-UBS Coffee TR Sub-Idx ETN Ipath DOWN
Agriculture SGG DJ-UBS Sugar TR Sub-Idx ETN Ipath UP
Agriculture NIB DJ-UBS Cocoa TR Sub-Idx ETN Ipath UP
Agriculture COW DJ-UBS Livestock TR Sub-Idx ETN Ipath DOWN
Agriculture BAL DJ-UBS Cotton TR Sub-Idx ETN Ipath UP
Trade smart,

Paul "Bulldog" Hudson, Chief Investment Officer
Darwin Investing Network