Replies to post #474 on Elements Rogers Intl Commodity Index (RJA)

[boobb2]

You're to late, inflation just peaked, it's rolling over now. Bottle necks are easing, just listen to any earnings call that had bottle necks 6-12 months ago, everyone who was complaining is now mentioning improvement. Commodities also just peaked along with inflation, if you wanted to hedge or just put on a trade for Alpha, should have bought commodities 15 months ago. Anyone putting on commodities right now is likely entering a pain trade, it's costly to ignore rate of change on the inflation numbers.