Commodities

AdvisorAnalyst Views » Commodities
21 May 2012 at 7:34pm
Insight on investing and markets to get you going.

  • Commodities Back in Bear Territory (Bespoke)
    by Bespoke Investment Group
    7 May 2012 at 8:24am
    With Europe mired in recession and economic data in the US turning soft in recent weeks, the commodities sector has taken it on the chin recently.  With a decline of close to 2% today, the CRB Comm...
  • Inflation Anxiety is Spooking Investors (Tucker)
    by Matt Tucker, iShares
    2 May 2012 at 9:53am
      by Matt Tucker, iShares Investors are spooked. They are so spooked that they are buying an asset that currently has a negative yield. What is the culprit causing so much concern? Curiously, it’s ...
  • Commodity Snapshot (Bespoke)
    by Bespoke Investment Group
    25 Apr 2012 at 9:40am
    Below is an updated look at our trading range charts for ten of the most widely followed commodities.  For each chart, the green shading represents between two standard deviations above and below t...
  • Emerging Markets Radar (April 9, 2012)
    by US Global Investors
    8 Apr 2012 at 12:48pm
    Emerging Markets Radar (April 9, 2012) Strengths The Hungarian PMI surged above expectations in March to 56.8, the strongest reading in the last thirteen months, reflecting the positive impact of t...
  • 3 Trends to Watch for Global Investors
    by US Global Investors
    5 Apr 2012 at 9:19am
    Bloomberg announced over the weekend that China’s manufacturing grew at the fastest pace in a year. We follow the government’s Purchasing Managers’ Index (PMI) closely, as we believe it is a better...
  • Drilling into Fuel Prices (Templeton)
    by Fred Fromm, Franklin Templeton Investments
    4 Apr 2012 at 10:10am
      by Franklin Templeton Investments Gasoline, deodorant, dishwashing, liquid, eye glasses, crayons….What does this list of seemingly random items have in common? They are all made from refined crud...
  • The Fed’s Con Appears To Be Working But The Curtain Is Rising On The Third Act
    by Lee Adler, Wall Street Examiner
    4 Apr 2012 at 9:57am
      Courtesy of Lee Adler of the Wall Street Examiner In today’s conomic news, the mainstream media focused on the disappointment surrounding the FOMC Minutes, the massaged and sanitized fairy tale a...
  • Does China Hold the Winning Ticket?
    by Frank Holmes, US Global Investors
    1 Apr 2012 at 11:14pm
    By Frank Holmes, CEO and Chief Investment Officer, U.S. Global Investors The odds of winning tonight’s Mega Millions jackpot are 1 in 175,711,536. This remote chance hasn’t stopped people from lini...
  • Energy and Natural Resources Market Radar (April 2, 2012)
    by US Global Investors
    1 Apr 2012 at 11:07pm
    Energy and Natural Resources Market Radar (April 2, 2012) Strengths Recent data trends support the Global Resources Fund (PSPFX) managers’ long-term investment theme of higher food, agricultural co...
  • James Paulsen: Does Gold Still Glitter?
    by James Paulsen, Wells Capital
    30 Mar 2012 at 9:31am
    Does GOLD Still Glitter? by James Paulsen, Chief Investment Strategist, Wells Capital Management (Wells Fargo) Gold has been an investment darling in recent years. Indeed, it is often perceived as ...
  • Sprott: Investment Outlook (April 2012)
    by Eric Sprott and David Baker, Sprott Asset Management
    28 Mar 2012 at 8:56pm
    The [Recovery] Has No Clothes By Eric Sprott & David Baker, Sprott Asset Management "I believe that there have been repeated attempts to influence prices in the silver markets. There have been frau...
  • Buy Commodities, Sell Brands (Smead)
    by William Smead, Smead Capital Management
    28 Mar 2012 at 9:30am
      by William Smead, Smead Capital Management We saw Warren Buffett quoted the other day saying, “We like companies which buy a commodity and sell a brand”. We thought it would be very helpful to un...
  • Scratching My Head Till it Bleeds The 5 classes of Corporate Bonds
    by Peter Tchir, TF Advisors
    27 Mar 2012 at 9:19am
    by Peter Tchir, TF Market Advisors The market has rallied more than 2% since the lows on Friday morning.  The rally has been almost exclusively central bank and government driven. On Friday the ral...
  • Bill Gross: Investment Outlook (April 2012)
    by William H Gross, PIMCO
    27 Mar 2012 at 9:11am
      The Great Escape: Delivering in a Delevering World by William H. Gross, PIMCO April 2012 When interest rates cannot be dramatically lowered further or risk spreads significantly compressed, the m...
  • Gold and China: Where the Bulls and Bears Square Off
    by Frank Holmes, US Global Investors
    25 Mar 2012 at 10:57pm
    Gold and China: Where the Bulls and Bears Square Off By Frank Holmes, CEO and Chief Investment Officer, U.S. Global Investors To paraphrase the great Steve Martin, today’s investors are very passio...
  • The Oil Conundrum Explained
    by Brandon Smith, Alt Market
    23 Mar 2012 at 9:17am
    Submitted by Brandon Smith of Alt Market The Oil Conundrum Explained Oil as a commodity has always been a highly valuable early warning indicator of economic instability.  Every conceivable element...
  • The HARPEX Index is superior to the Baltic Dry Index!
    by Prieur du Plessis, Investment Postcards from Cape Town
    23 Mar 2012 at 9:13am
    Like many analysts and economists I have been an avid follower of the Baltic Dry Index (BDI) as a so-called leading indicator of global economic activity. However, I have come to the conclusion tha...
  • Silver Slumps As Risk Broadly Recovers
    by ZeroHedge.com
    13 Mar 2012 at 8:14am
    Global risk markets and US equity futures were drifting lower together (post China trade deficit data) into this morning's confusion in Europe but around 430ET, equities pushed higher, Treasuries r...
  • The Stranger Beside You — Spouses and ETFs
    by Nic Colas, ConvergEx Group
    9 Mar 2012 at 8:20am
    ETF fund flows have been a uniformly positive source of capital into U.S. risk markets in 2012. Looking a little deeper at the decidedly 'risk-on' flows, Nic Colas (of Convergex Group) notes perhap...
 

GreenLightAdvisor.com Energy and Commodities Analysis
22 May 2012 at 2:55am
Up-To-The-Minute Roundtable Analysis on Commodities and Energy from SeekingAlpha.com, Globe and Mail Energy News,

  • Bakken Update: The Pronghorn Sand Could Be The Best Pay Zone In The Williston...
    by Michael Filloon
    22 May 2012 at 2:52am
    By Michael Filloon: pThe Williston Basin is well known for its middle Bakken pay zone. It is the reason most people refer to this area as the Bakken with out realizing that it is a rock unit from t...
  • Crop Progress: Corn Condition Well Above Average
    by T. Marc Schober
    22 May 2012 at 1:32am
    By T. Marc Schober:pMonday afternoon, the USDA released its weekly crop progress report indicating all three crops, corn, soybeans, and wheat are in above average condition due to favorable weather...
  • Coal Investment Opportunities
    by Energy and Capital
    21 May 2012 at 8:02pm
    By Energy and Capital:p By Jeff Siegel /ppCoal state politicians must be getting worried.../p pUnable to swim against the rising tide of dirt-cheap natural gas, the coal industry is losing groun...
  • Why Oil Will Soon Start To Rally
    by Simit Patel
    21 May 2012 at 5:25pm
    By Simit Patel:pOil has been in a steady downtrend since briefly heading past $110 on February 29 of this year. However, I think we are closing in on the bottom, and that now is a good time for fol...
  • Chevron Could Surge On Ukraine Deal By 2013
    by Stock Croc
    21 May 2012 at 5:14pm
    By Stock Croc:pWhile still a mammoth of a company, Chevron (CVX) makes decisions like a small entrepreneurial startup. The company has been in exploration and production of biofuels, natural gas, c...
  • Grain Markets Watching Weather Like A Hawk, What About Other Commodities?
    by James Roemer
    21 May 2012 at 2:13pm
    By James Roemer:p Weather Market On In Grains /p pWeather is a key in the grain markets right now and a combination of the nation's first heat wave this week, drought in Russia, earlier crop woes...
  • Chevron Now Ready To Rocket On New Japan Deal
    by Vatalyst
    21 May 2012 at 9:49am
    By Vatalyst: pChevron (CVX) will no doubt rise, especially now that it has secured a strong foothold in the supply of Japan's demand for liquefied natural gas #40;LNG#41;. News has it that Chevron ...
  • These Oil And Gas Stocks Could Sink On Oil Spills
    by Vatalyst
    21 May 2012 at 9:05am
    By Vatalyst: pIt's perhaps time again to look at BP's (BP) current position in its battle to survive the aftermath of the Gulf of Mexico oil spill two years ago./ppAccording to recent news, the eff...
  • Natural Gas Gains May Evaporate In The Summer Heat: Positioning For The Long ...
    by Bard Luippold
    21 May 2012 at 9:01am
    By Bard Luippold:piIf I were one of these crazy hedge fund guys, with the slick haircuts and fancy shoes and racing stripe shirts, the trade I'd put on is 10-times-leveraged natural gas long versus...
  • Deconstructing The Recent Natural Gas Rally - Will It Last?
    by Lior Cohen
    21 May 2012 at 8:45am
    By Lior Cohen:pThe recent rally in natural gas prices and by extension United States Natural Gas (UNG) has erased the sharp fall in prices recorded up to mid-April. What had occurred in the natural...
  • 5 Commodity Stocks Moving On News
    by Matthew Smith
    21 May 2012 at 8:08am
    By Matthew Smith:pIt is our guess that we will see some sort of bounce in the next week or two in the commodity sector as shares have been beaten down badly over the past few weeks. Greece will hav...
  • Selling A Survival Put Option On Patriot Coal
    by Peter Epstein
    21 May 2012 at 5:27am
    By Peter Epstein:pI've written about selling puts on Walter Energy, (WLT) in the past. On 3 occasions, I've done this and made good returns twice. In this piece, I will describe a way to play the m...
  • Chevron Could Tumble $5 On Brazilian Mess
    by Investment Underground
    21 May 2012 at 5:01am
    By Investment Underground:p by Jaiyant Cavale /ppPeople have this notion that Brazil is all about beaches, carnival and the Amazon rain forests. Well, Brazil is all about that and more. In fact, ...
  • Bakken Update: Another Chance At Kodiak
    by Michael Filloon
    20 May 2012 at 7:24am
    By Michael Filloon: pOn May 3rd of 2012, I wrote Bakken Update: A Kodiak Miss Could Provide A Buying Opportunity. I had believed Kodiak (KOG) was going to miss earnings, providing a buying opportun...
  • BHP's Price Warning Brings The Commodity Crash Playbook Back In Focus
    by Dr. Duru
    20 May 2012 at 5:05am
    By Dr. Duru: pBHP Billiton (BHP) Chairman Jacques Nasser raised eyebrows in a discussion with reporters on Wednesday, May 16th when he indicated that commodity prices are likely to keep falling for...
 

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