Otavio (Tavi) Costa on Twitter: "Commodities-to-S&P 500 ratio just reached a fresh 50-year low! Amazes me how many ways stocks look absurdly overvalued at the likely top of the business cycle. https://t.co/HSuMBEYMZ8" /
David Andolfatto on Twitter: "Would be good to know if falling commodity prices due to increased commodity supply or lower commodity demand. Either way, pattern suggests inflation likely to moderate. https://t.co/edFtqVXxFo" /
Michael A. Arouet on Twitter: "Commodities to S&P 500 ratio in historical context 👇 Even at current „modest“ level inflation is out of control. Chart @AnnaSvahn_ https://t.co/VftwKSUyfM" / Twitter
Ángel Martín Oro on Twitter: "Commodity sectors Capex vs Tech Capex as proportion of total S&P 500 Capex. Nice chart. Read more here: https://t.co/8UAiWqGERW By @topdowncharts @Callum_Thomas #CapitalCycles cc @jorge_moj https://t.co/u7j0clO7uO" /
Aswath Damodaran on Twitter: "Commodity prices spiked on the conflict, especially in Russia-heavy commodities. After February 23, Gold surged above $2,000, but Bitcoin, after a brief jump, failed (again) to perform like
Daniel Lacalle on Twitter: "I just read that commodities are "plummeting". Here is the commodity "slump" in context: https://t.co/yCDchyNaGo" / Twitter
Win Smart, CFA on Twitter: "COMMODITIES VS. STOCKS https://t.co/YVQhBsAMvP" / Twitter
David Beckworth on Twitter: "Note that headline CPI closely tracks commodity prices. Consequently, there are two solutions to this high inflation: (1) the Fed preemptively tightens and potentially stalls the recovery or (
Charlie Bilello on Twitter: "The CRB Commodity Index is at its lowest level since September 1972, down 75% from its 2008 high. $CRB https://t.co/ekAZ77um4E" / Twitter
Linda P. Jones on Twitter: "🧵I just reviewed the Digital Commodity Exchange Act #DCEA and two things jumped out at me. 1) It says it permits "trading in only digital commodities that
Kevin Bambrough on Twitter: "Most important chart right now. Forget the noise and volatility. Those who make the switch to commodities and commodity related stocks will massively out perform over the next
AnthonyCFA on Twitter: "#Futures $CRB #OATT #Commodities vs $SPY 👀 “Measuring commodity prices vs. S&P 500 shows that we are approaching a 100-year low valuation. The only other periods that have approached
Stephen Stapczynski on Twitter: "Commodity prices surged to a new record⚠️ 📈 The Bloomberg Commodity Spot Index (which tracks prices for raw materials) rose to an all-time high 📈 The move was
Dept. of Agriculture on Twitter: "Supply Chain Disruptions, Rising Commodity Prices, General CPI #AgOutlook https://t.co/YMydgZK4js" / Twitter
jeroen blokland on Twitter: "#Commodities vs #equities! Chart via @crescatkevin https://t.co/eOzcYv6WlD" / Twitter
Javier Blas on Twitter: "CHART OF THE DAY: The Bloomberg Commodity Spot index, a basket of 23 raw materials from oil to wheat and aluminium, has surged to a fresh all-time high,
See @TimmerFidelity's Tweet on Jun 28, 2022 on Twitter / Twitter
Jim Bianco biancoresearch.eth on Twitter: "The CRB Raw Industrial Spot Index just made a new all-time high yesterday. (This is considered the commodity index that best reflects input prices) And the Bloomberg
Win Smart, CFA on Twitter: "COMMODITY RETURNS https://t.co/CoTQBEklG1" / Twitter
Jurrien Timmer on Twitter: "With commodities reversing their gains, here's every major commodity rally since 1784. Stocks make V-bottoms but commodities make V-tops (or is that carrot tops?). The rally in crude
ʎllǝuuop ʇuǝɹq on Twitter: "BofA Survey shows collapsing growth expectations... And max long commodities.... an extremely aggressive stagflation bet. I doubt both views will be vindicated from here. The best cure for
ISABELNET on Twitter: "📌 Commodities Commodity prices have surged as the global economy recovers 👉 https://t.co/cfI2vYzdeO h/t @FT #markets # commodities #commodity #economy #investing https://t.co/8CHyEpph3g" / Twitter
Jesse Felder on Twitter: "Over the past 45 years commodities have not been cheaper relative to equities than they are today https://t.co/InQuCAECDC https://t.co/F5pLZXTyKj" / Twitter
ISABELNET on Twitter: "📌 Commodities Could commodities continue their comeback? 👉 https://t.co/cfI2vYzdeO h/t @BofAML #markets #returns # commodities #commodity #bullish #inflation #investing https://t.co/UuCzIRzfhW" / Twitter
Mohamed A. El-Erian on Twitter: "While #oil (below) and #gas have attracted the most attention, the increase in commodity prices (Bloomberg chart) has been quite broad-based and consistent — and this continues
ISABELNET on Twitter: "📌 Commodities The commodity price shock on consumers is not yet at the level of the 1970s 👉 https://t.co/blMxcoFA78 h/t @GoldmanSachs #markets #commodity #commodities #inflation #cpi #consumers #consumer #spending #
David Ingles on Twitter: "Commodity prices saw the biggest one-day gain in 13 years on Tuesday https://t.co/h0k08oCVcH https://t.co/WyMRIZ71dO" / Twitter
