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VRA Alert: Make Sure You are Positioned – Major Cycle Reversal

Corporate earnings are coming in, and the early read for me is “surprisingly solid”. And remember folks, this is the quarter where a combination of bad weather and a strong US Dollar (USD) were supposed to hit companies and hi ...

Posted On April 16, 20152 MIN Read
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Corporate earnings are coming in, and the early read for me is “surprisingly solid”. And remember folks, this is the quarter where a combination of bad weather and a strong US Dollar (USD) were supposed to hit companies and hit them hard.
There is one area where hits from a strong USD have been felt. Take a look at the following commodities since their 2011 highs…

Commodity
Current Price
Recent High
Change

Iron Ore
$59.00
$195.00
-70%

Silver
$15.53
$48.55
-68%

WTI Crude
$44.88
$113.39
-60%

Corn
$358.50
$839.50
-57%

Natural Gas
$2.69
$6.21
-57%

Brent Crude
$55.24
$126.26
-56%

Hogs
$65.21
$133.06
-51%

Soy Beans
$962.00
$1,790.00
-46%

Uranium
$39.25
$73.00
-46%

Wheat
$504.50
$912.50
-45%

Copper
$5,882.00
$10,064.00
-42%

Platinum
$1,121.00
$1,884.00
-40%

Gold
$1,153.57
$1,874.72
-38%

Southern Pine Trees
$395.00
$499.00
-21%

Source: Thomson Reuters Datastream

What a “Falling” Dollar Could Mean for Commodities

Since July 2014, the value of ...

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