GSG iShares S&P GSCI Commodity-Indexed Trust : Bullish and Bearish Analyst Opinions

"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.