Commodity Spot Index

Commodity Spot Index Are commodities poised for a new bull market as a reflation play? Image: Bloomberg

Valuation – Commodity Prices Relative to S&P 500

Valuation – Commodity Prices Relative to S&P 500 Chart suggesting that commodity prices have never been more depressed relative to stocks, since the late 90’s. Image: U.S. Global Investors

World GDP and Real Commodity Price Returns

World GDP and Real Commodity Price Returns Interesting chart showing the correlation between world GDP and real commodity price returns. Image: Oxford Economics, Macrobond

Commodity Stock Index vs. Dow Jones Industrial Average since 1937

Commodity Stock Index vs. Dow Jones Industrial Average since 1937 The chart shows that commodity stock prices have never been more depressed relative to the stock market. This Commodity Stock Index aligns with S&P North American Natural Resource Stock Index. Image: Goehring & Rozencwajg