Commodities

AdvisorAnalyst Views » Commodities
16 May 2012 at 10:45pm
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
17 May 2012 at 5:09am
Up-To-The-Minute Roundtable Analysis on Commodities and Energy from SeekingAlpha.com, Globe and Mail Energy News,

  • Today In Commodities: Europe And The Market
    by Matthew Bradbard
    16 May 2012 at 9:37pm
    By Matthew Bradbard: pbEnergy: Crude oil/b is down 3.2% this week and almost 13% in the last three weeks but I think we're close to an inflection point. I am not calling a bottom as I think it is p...
  • After Record High Ending Stocks, Global Wheat Production To Decline In 2012/13
    by The Mays Report
    16 May 2012 at 1:30pm
    By The Mays Report: p By G C Mays /ppWhen the USDA released its initial 2012/13 estimates for the U.S. and global wheat crop the agency said it expects higher wheat production in the US, offset b...
  • Shell Moves Forward With Major LNG Project
    by Maple Markets
    16 May 2012 at 11:41am
    By Maple Markets:pRoyal Dutch Shell (RDS.A) announced on Tuesday that it plans to move forward on the construction of a 1.2 billion cubic feet per day liquefied natural gas (LNG) facility in Kitima...
  • Fracking Equals Growth And Income
    by Michael Shulman
    16 May 2012 at 10:31am
    By Michael Shulman: pI get blank stares when I discuss the tertiary beneficiaries of fracking: companies sitting in the right place at the right time with the right operating capabilities. Wall St....
  • Marathon Oil: Wait For A Pullback To $20
    by Vatalyst
    16 May 2012 at 9:44am
    By Vatalyst: pMarathon Oil (MRO) has a couple of benefits over its competitors. For one thing, it has the lowest production expenses in the industry. For another thing, it has an excellent balance ...
  • Chevron Is Overvalued At $100
    by Vatalyst
    16 May 2012 at 9:06am
    By Vatalyst: pChevron (CVX) recently began drilling in Deepwater, Gulf of Mexico. Why is this important? For one thing, it is because it is using the Pacific Santa Ana. This is the first drill ship...
  • 5 Commodity Stocks Moving On News
    by Matthew Smith
    16 May 2012 at 8:35am
    By Matthew Smith:pOil and gold continue to get hit, and we suspect that this shall be a developing trend of lower lows on a YTD basis for the two until Europe can figure out if they want to live in...
  • Chinese Materials Market: Finding The Winners
    by Emerging Money
    16 May 2012 at 7:09am
    By Emerging Money:p By Scott Martin /ppThe “Dogs of the Dow” approach is well known in U.S. large-cap investing, but global traders can find endless ideas picking through the wreckage of the wo...
  • Natural Gas: Why This UNG Rally Is Not Sustainable
    by portfoliV
    16 May 2012 at 4:22am
    By PortfoliV:pI had argued in one of my previous articles that natural gas and hence the Natural Gas ETF (UNG) was close to forming a capitulation bottom. That article was extremely popular, but al...
  • How You Can Profit From The Market's Next Big Collapse
    by Marin Katusa
    16 May 2012 at 3:16am
    pIf you think the bloodbath is over for natural gas stocks, think again.../ppDespite falling 50% over the past year, many natural gas stocks are about to enter another major decline./ppAnd if you k...
  • Today In Commodities: Damage Already Done
    by Matthew Bradbard
    15 May 2012 at 6:49pm
    By Matthew Bradbard: pbEnergy:/b A $2.50 range in bcrude/b today with prices down just shy of 1% ... a settlement below $94 is not bullish. Prices need to hold at these levels or I see a trade down...
  • What's Moving Coal Today?
    by Paulo Santos
    15 May 2012 at 5:03pm
    By Paulo Santos:pFor many months already, coal (KOL) stocks have been consistently plunging. Most recently, the main reason why this plunge got steeper was due to coal to natural gas (UNG) switchin...
  • A Look At The Basics Of Gas Processing And The Growth Trends At Work In This ...
    by Elliott Gue
    15 May 2012 at 3:51pm
    pIn the field, raw natural gas often occurs with other hydrocarbons such as ethane, propane, butane and iso-butane. These heavier hydrocarbons are collectively known as natural gas liquids #40;NGL#...
  • LSB Industries' Nitric Acid Plant Explodes: What Investors Should Know
    by Chris Damas
    15 May 2012 at 3:37pm
    By Chris Damas: pLSB Industries (LXU) was supposed to present at the BMO Farm to Market agricultural conference in NYC today./p pInstead, they cancelled the presentation, because its El Dorado, Ar...
  • Why Now Is The Right Time To Invest In U.S. Natural Gas
    by Oil and Gas Focus
    15 May 2012 at 3:33pm
    By Oil and Gas Focus:pThe purpose of this article is explain why, absent extraordinary weather conditions, U.S. natural gas prices have bottomed and will likely rebound sharply this year./pp It's...
 

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