GSG iShares S&P GSCI Commodity-Indexed Trust Loading... : Bullish and Bearish Analyst Opinions
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Top Calls
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16:15
Sep 03
Sep 03
GSG as commodity beta vehicle
Author name-checks GSG as his preferred commodity beta vehicle when asked for ETF suggestions, but does not present an actionable directional view or position. Frame as watch for commodity beta exposure.
MED
20:00
Jul 22
Jul 22
Commodity stocks are undervalued with rotation ahead.
Commodity equities are at record low valuations relative to the market. Consolidation in mining and oil and gas sectors will boost stock prices first, followed by a rotation into commodity stocks in single-digit years as it becomes painfully obvious that supply is inadequate even for modest growth. Governments will eventually relax regulatory impediments, and capital flows will follow.
HIGH
17:27
Jul 22
Jul 22
Watch commodities for upward pressure.
Broad commodities are worth watching because China is depleting inventories and will soon restock, oil supply shocks are building, and inflationary pressures are re-emerging globally.
MED
21:30
Jun 18
Jun 18
Long GSG (broad commodities ETF) as commodities cheapened materially.
Long GSG (broad commodities ETF) as commodities cheapened materially, improving their risk/reward; part of a multi-asset rebalance toward risk target.
HIGH
21:51
Jun 06
Jun 06
Monitor GSG as a commodity ETF proxy that is heavier on energy.
Monitor GSG as a commodity ETF proxy that is heavier on energy, suitable for investors avoiding K-1 complexity.
MED
13:38
May 05
May 05
Andy Constan discusses K-1 fund tax complications and mentions using GSG as a commodity index.
Andy Constan discusses K-1 fund tax complications and mentions using GSG as a commodity index ETF, but expresses no forward-looking directional view.
HIGH
11:55
May 05
May 05
Andy Constan warns that commodities, gold, and bonds will have poor 10-year returns.
Andy Constan warns that commodities, gold, and bonds will have poor 10-year returns while advising diversification across all assets including SPY for the next decade.
HIGH
21:13
Apr 22
Apr 22
Commodities are cheap, buy them.
Commodities and commodity stocks are historically very cheap relative to the financial end of the market, so he likes to buy them as they are undervalued.
HIGH
17:00
Feb 07
Feb 07
"If you look at the S&P versus the GSCI... we're really at the bottom lows right now and they're ready to curve up. That's a 57-year pattern." The ratio of financial assets (stocks) to real assets (commodities) is at a historical extreme. Mean reversion dictates a multi-year "Commodity Super Cycle" where hard assets outperform the S&P 500. Long broad commodities to capture the rotation from "soft" to "hard" assets. A deflationary bust could temporarily lower commodity demand before the inflation thesis plays out.
About GSG Analyst Coverage
Buzzberg tracks GSG (iShares S&P GSCI Commodity-Indexed Trust) across 3 sources. 5 bullish vs 0 bearish calls from 5 analysts. Sentiment: predominantly bullish (56%). 9 total trade ideas tracked. Past 7 days: 1 watch. Latest voices: Andy Constan, Mark Mills, Steve Hanke.