ritholtz.com - 1/7/2009
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The major commodities indices are being rebalanced, and I am forced once again to question their timing.
Recall the last major rebalance: At the time, I had been challenged by Larry Kudlow to find a smoking gun for the sudden 2006 collapse of Oil prices a month or two before the mid-term ...
ritholtz.com - 1/12/2009
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ritholtz.com —
Yesterday’s 60 Minutes had a story on Oil
Speculation. Its not that they said anything wrong, its...
more that they told 10% of the story of the rise and fall of energy prices. Surprisingly thin, it completely missed all of the many other factors ...
(more)
Oil Speculation ?
ftalphaville.ft.com - 1/5/2009
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ftalphaville.ft.com —
The major commodity indices rebalance their respective asset
weightings once a year (or occasionally more) — and...
with that comes a mass dose of buying and selling. The 2009 rebalancing is expected to start sometime this week. Luckily, JP Morgan has ...
(more)
Blog Archive » Beware, commodity index ...
worldchanging.com - 1/14/2009
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worldchanging.com —
The covering of the Cheonggyecheon River and the
building of an elevated freeway over it in the...
1970s represented the height of social progress in Seoul, Korea at the time.This thought, however, was greatly reconsidered thirty years later after the ...
(more)
Choosing What Our Cities Will Look Like in a World ...
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Catch Your Balance
Bear Mountain Bull —
... ), and we’ll be through it again. When looking at the recent move higher in oil prices, don’t ignore the rebalancing of the various commodity indexes. Just like rebalancing and retooling of stock indexes, it forces money managers that are trying to mirror those indexes to buy and sell the various components as the weightings are changed. The Big Picture comments on the latest ‘moves’ , starting by quoting Bill King:…JP Morgan sees the most significant change coming in the DJ-AIGCI rebalance. Here the market weight of crude oil is expected to increase from 9.6 per cent to 13.8 ...
Wednesday links: quant comedown
Abnormal Returns —
... Options Report)
One attempt at a lazy, ETF-heavy, retirement portfolio. (Infectious Greed)
Here’s how you announce a major accounting fraud. (Clusterstock)
Has crude oil entered a new bull market? (Bespoke)
What effect has the commodity index re-balancing had on the markets? (MarketBeat, Big Picture)
Major energy companies are running ...
Commodity Readings: Tanker storage, Index rebalancing, Iron ore bust
GalaTime —
... Big Picture: Here Comes the Commodity Index Rebalancing ...
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