GCC - Positioning Update: Traders Shun Commodities But Here's Why You Probably Shouldn't

Not many people talk about commodities in the aggregate sense, i.e. as an overall asset class. Typically it's gold this or oil that, which is a shame because it is a really interesting asset class; particularly now as the core index we track is basically at a make-or-break turning point.

The chart of today's post comes from a special report on the outlook for commodities as an asset class where we looked at a number of key drivers and indicators for commodities.

The chart shows the GSCI Light Energy Commodities Index against our composite speculative

Read more ...