24 May 2013 at 10:58am
Insight on investing and markets to get you going.
- The Macro Story as Told by Gold, Copper and Oil
by Dian L. Chu, EconMatters
22 May 2013 at 9:56am
By EconMatters Gold’s been on a wild ride. After reaching a peak of $1,920 an ounce in September 2011, gold has tumbled 28% to the current ~$1,380 level forcing John Paulson to take a 47% loss in h...
- Commodities Snapshot (Bespoke)
by Bespoke Investment Group
18 Apr 2013 at 10:37am
by Bespoke Investment Group. Below we provide our trading range charts for ten of the most widely followed commodities. For each chart, the green shading represents between two standard deviations...
- How a Landslide Shifts Copper Supply
by Frank Holmes, US Global Investors
14 Apr 2013 at 6:46pm
April 12, 2013 How a Landslide Shifts Copper Supply By Frank Holmes, CEO and Chief Investment Officer, U.S. Global Investors The U.S. mining industry was dealt a devastating blow as Kennecott Utah ...
- Commodities on the Rise (Moyo)
by Dambisa Moyo, via Project Syndicate
22 Mar 2013 at 10:04am
by Dambisa Moyo, author, most recently, of Winner Take All: China’s Race for Resources and What it Means for the World, via Project Syndicate SEOUL – The commodity super-cycle – in which commodity ...
- Why is China Holding All That Debt? (Aziz)
1 Feb 2013 at 8:45am
Via John Aziz of Azizonomics blog, What does it mean that China is making a lot of noise about the Federal Reserve’s loose monetary policy? Via Reuters: A senior Chinese official said on Friday tha...
- Are Fund Managers Getting Complacent About Risk?
by The Short Side of Long
31 Jan 2013 at 11:22am
by The Short Side of Long I have recently been quite busy with other matters and I am sure that my lack of presents has been noticed somewhat. However, my focus returns back towards the blog in Feb...
- Bill Gross: Investment Outlook (January 31, 2013)
by William Gross, PIMCO
31 Jan 2013 at 10:39am
This is the way the world ends… Not with a bang but a whimper. T.S. Eliot They say that time is money.* What they don’t say is that money may be running out of time. There may be a natural evolut...
- MIT’s Andrew Lo: How to Survive this Market and Prosper
by Consuelo Mack, WealthTrack
29 Jan 2013 at 11:03am
Financial Thought Leader, Andrew Lo, renowned professor of finance at MIT and hedge fund manager says the markets are more complex and challenging than ever before. He shares strategies to survive ...
- Energy and Natural Resources Market Radar (January 28, 2013)
by US Global Investors
27 Jan 2013 at 10:20pm
Energy and Natural Resources Market Radar (January 28, 2013) Strengths • Commodity-hungry China showed more signs of a strengthening economy this week with the HSBC flash PMI for January rising f...
- Will This Risk-On Period Last?
by Daniel J. Loewy, AllianceBernstein
21 Jan 2013 at 10:29am
by Daniel J. Loewy, AllianceBernstein Daniel J. Loewy and Brian T. Brugman The odds of the market staying in risk-on, risk-off mode are lower than they were a few months ago, in our view—but still ...
25 May 2013 at 6:10am
Up-To-The-Minute Roundtable Analysis on Commodities and Energy from SeekingAlpha.com, Globe and Mail Energy News,
- What 9 Hedge Books Are Hinting To Investors About Natural Gas
by Oil and Gas Investments Bulletin
25 May 2013 at 4:33am
pBy Dave Forest, contributing editor/ppCommodity guru Don Coxe said opportunities come in sectors where those who know it best, love it least./ppThe quote fits today's natural gas sector to a T./pp...
- Gold Attempts To Form Double Bottom, Oil And Copper Retreat, Natural Gas Spik...
by Hard Assets Investor
24 May 2013 at 5:53pm
By Hard Assets Investor: p By Sumit Roy /p pCommodities traded in a mixed fashion this week. Natural gas took the lead position, while gold and silver rebounded modestly. On the other hand, co...
- The Utica Shale Does Not Seem To Be The Ace Up This Producer's Sleeve
by Value Digger
24 May 2013 at 5:03pm
ByValue Digger:p bIntroduction/b /ppI have been preparing an analysis for the oilfield companies of North America since last week. However, I decided to take a break from the oilfield sector to d...
- Chesapeake Energy: Will It Benefit From The Shale Gas Bonanza?
by Stephan Dube
24 May 2013 at 1:43pm
ByStephan Dube:pIn the previous article on Chesapeake Energy (CHK), I discussed the energy outlook in consideration of the shale gas trends and the shift made by the company to diversify its produc...
- Drilling Into The Oilfield Services Companies To Find Long And Short Candidat...
by Value Digger
24 May 2013 at 1:38pm
ByValue Digger:p bIntroduction/b /ppMy sentiment for the oilfield services sector is very positive due to favorable long-term trends in this industry. Firstly, I believe that oil prices will rema...
- Commodity Chart Of The Day: NOB Spread - No Tapering Debate, Just A Tradable ...
by Matthew Bradbard
24 May 2013 at 1:34pm
By Matthew Bradbard: pFind three charts enclosed in this piece: the NOB spread (long 30-year bonds/short 10-year notes), June 30-year bonds and finally June 10-year notes. Play your bias with 30-ye...
- Matt Badiali: Why Bill Powers Is Dead Wrong
by The Energy Report
24 May 2013 at 10:38am
By The Energy Report:pIs this a great time to be an energy investor? It definitely is, according to Matt Badiali, editor of the iSamp;A Resource Report./i You can make a lot of money, unless you're...
- 5 Commodity Stocks Moving On News
by Matthew Smith
24 May 2013 at 8:56am
By Matthew Smith:pThe markets came back from what could have been a very ugly day yesterday and commodities did in fact join the party. We are in a situation where market participants are getting a...
- Short-Term Bearish On Brent Prices, Exciting Long-Term Energy Outlook
by Shelley Lin
23 May 2013 at 9:14pm
By Shelley Lin:pThis article is an update to the one I wrote almost two years ago: Major Trends Point to Higher Crude Prices: Statoil to Benefit./ppIn that article, I made a case for higher crude p...
- Small Inventory Builds Put Natural Gas Bulls Back On Track, Prices Poised To ...
by Hard Assets Investor
23 May 2013 at 5:56pm
By Hard Assets Investor: p By Sumit Roy /p pNatural gas rallied after the Energy Information Administration reported that operators injected 89 billion cubic feet into storage last week, within...
- Natural Gas: The Fastest Growing Transportation Fuel In The U.S.
by Michael Fitzsimmons
23 May 2013 at 4:27pm
By Michael Fitzsimmons:pAccording to the U.S. Energy Information Agency's (EIA) Annual Energy Outlook 2013, natural gas is the fastest growing transportation fuel in the U.S./pp (click to enlarge...
- Energy And Metals Move In Opposite Directions
by Dean Popplewell
23 May 2013 at 3:42pm
By Dean Popplewell: pCapital markets are currently facing the perfect storm for risky assets, with negative signals coming from both monetary policy and macro fundamentals. Disappointing overnigh...
- Nikkei - Foreshadowing A Move In U.S. Markets?
by Matthew Bradbard
23 May 2013 at 12:49pm
By Matthew Bradbard: pThe Nikkei has moved in one direction the last six months but like any party, they all come to a conclusion. To me, this is a classic case of why investors cannot fall asleep ...
- A Rocky Road For Met Coal
by Commodity Market Intel
23 May 2013 at 12:37pm
ByAdam Davidson:pWhile pockets of thermal production in the U.S. have begun to recover from last year's lows, metallurgical coal continues to struggle. Q2's benchmark price settled at $172/tonne, a...
- Oversupply, Not Economic Weakness, Keeps Copper Prices Low
by John Mylant
23 May 2013 at 11:54am
By John Mylant: pI know copper is considered an economic indicator and the fact that prices have dropped from $3.70 a pound from the beginning of the year to about $3.10 a pound in April would logi...