Summary Each commodity is different. Outperformance in gold is an example of potential. The plight of the producers of metals, minerals and energy. BHP and RIO show real promise, Glencore too. The deviations and correlations create opportunity. Many commodity prices…

Copper fell on Tuesday due to soft oil prices and weak seasonable demand in China. Aug COMEX 214.15, down 2.25 ¢ Sep COMEX 214.20, down 2.30 ¢ Oct COMEX 214.75, down 2.25 ¢  LME 3 Month Copper 4,763.50, Cash =…

Aug COMEX 219.30, down 1.35 ¢Sep COMEX 219.45, down 1.45 ¢ Oct COMEX 220.00, down 1.40 ¢  LME 3 month Copper 4862.5, Cash = 220.6 ¢/lb  COMEX Stocks unch Total COMEX 59,429 mt LME Stocks down 2300 mt, Total LME…

Copper History   JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC AVG 1974 0.9300 1.0600 1.2000 1.3000 1.2800 1.0300 0.8700 0.8000 0.6400 0.6100 0.6100 0.5600 0.9075 1975 0.5200 0.5500 0.5900 0.5800 0.5500 0.5300 0.5700 0.5900 0.5600…

Aug COMEX 222.20, up 2.55 ¢Sep COMEX 222.40, up 2.45 ¢ Oct COMEX 222.90, up 2.45 ¢  LME 3 Month Copper 4,917.50, Cash = 222.50 ¢/lb  COMEX Stocks up 84 mt. Total COMEX 59,429 mt LME Stocks down 425 mt.…