Commodities

AdvisorAnalyst Views » Commodities
15 Mar 2010 at 1:35pm
Insight on investing and markets to get you going.

  • Exclusive: Jim Rogers is Long the Euro
    by Damien Hoffman, Wall Street Cheat Sheet
    10 Mar 2010 at 6:12pm
    This article is a guest contribution by Damien Hoffman, WallStreetCheatSheet.com. Jim Rogers is one of the best global investors of all-time. Last time we chatted a couple months ago he was sleepin...
  • Confessions of a Bull.
    by AdvisorAnalyst
    9 Mar 2010 at 9:29am
    This article is a guest contribution from John Thomas, madhedgefundtrader.biz, via ZeroHedge.com Confessions of a Bull. Barton Biggs, founder of mega hedge fund Traxis Partners, spent an hour outli...
  • Baltic Dry Index Leads CRB Commodity Index?
    by AdvisorAnalyst
    2 Mar 2010 at 12:49pm
    Interesting parallels between the cost of shipping dry goods, and the prices of those goods themselves. The caveat is the past 2 years have been  somewhat aberrational, and we would need to see muc...
  • Bespoke’s Commodity Snapshot: Year-to-Date Change
    by AdvisorAnalyst
    1 Mar 2010 at 7:07pm
    Friday, February 26, 2010 at 12:54PM Below we highlight the year-to-date change for ten key commodities.  As shown, orange juice has gotten off to a nice start (+13.15%), while natural gas has once...
  • Energy and Natural Resources Market Highlights (February 28, 2010)
    by US Global Investors
    28 Feb 2010 at 9:14pm
    Energy and Natural Resources Market Strengths The Baker Hughes weekly rig count climbed by 28 rigs in the United States to a 52-week high of 1,373 drilling rigs. U.S. crude steel output totalled ...
  • WSJ: India Joins China in Global Hunt for Commodities
    by AdvisorAnalyst
    25 Feb 2010 at 12:20am
    This article is a guest contribution by TraderMark, of Fund My Mutual Fund Blog. A few weeks ago we noted the world’s largest coal producer, Coal India, was on the hunt for global assets to expand ...
  • Carry Trade Withdrawal Gives China Safe Opportunity to ‘Talk’ Tightening
    by AdvisorAnalyst
    23 Feb 2010 at 8:16am
    Chinese stocks, commodities, and global markets, for that matter, are not correcting due to the anticipation of reduced demand from China, as a result of its squawking about tightening. In fact, la...
  • Energy and Natural Resources Market Highlights (week ending 2/15/2010)
    by US Global Investors
    15 Feb 2010 at 10:41pm
    Energy and Natural Resources Market Inflows into commodity index tracking funds were strong in January after some slippage in December. This suggests that appetite for commodities exposure did not...
  • Offshore Oil The Warren Buffett Way
    by Dian L. Chu
    15 Feb 2010 at 8:44am
    By Dian L. Chu, Economic Forecasts & Opinions Commodities, particularly crude, were trending down last week after China’s Central Bank raised bank reserve requirements boosting the US dollar again...
  • The Prevailing Trend, the Dollar, and the Return of Volatility
    by AdvisorAnalyst
    12 Feb 2010 at 6:38am
    What does the fiscal crisis in Greece have to do with the price of commodities? Why would the Chinese step up their rhetoric of ditching reserve holdings in U.S. agencies, like Fannie and Freddie, ...
  • David Rosenberg: How to Play Inflation
    by AdvisorAnalyst
    11 Feb 2010 at 10:29am
    Here is a reprise of David Rosenberg’s thoughts on how to prepare for inflation, from Breakfast with Dave, December 15, 2010. HOW TO PLAY INFLATION? There is no sense in being dogmatic. But just i...
  • David Rosenberg: Update and 5 Ways to Protect a Portfolio in a Deflationary B...
    by AdvisorAnalyst
    9 Feb 2010 at 10:24pm
    Below is an excerpt from Breakfast with Dave, February 9, 2010. “We highlighted yesterday what this means for asset classes and sectors: If past is prescient, it would mean a test of 900 on the S&P...
 

GreenLightAdvisor.com Energy and Commodities Analysis
15 Mar 2010 at 7:00pm
Up-To-The-Minute Roundtable Analysis on Commodities and Energy from SeekingAlpha.com, Globe and Mail Energy News,

  • Commodity Prices: An Update
    by Calafia Beach Pundit
    15 Mar 2010 at 6:14pm
    Calafia Beach Pundit submits:

    This chart (click to enlarge) shows the Journal of Commerce Index of commodity prices (blue line), as well as four subcomponents of the index. The y-axis is set so th...


  • Today in Commodities: The Ides of March
    by Matthew Bradbard
    15 Mar 2010 at 3:57pm
    Matthew Bradbard submits:

    Downward momentum is gaining as Crude has lost 2.9% in the last 2 sessions. We are expecting this move to drag prices in May to $76/77. As we voiced in our commentary this...


  • Declining Chinese Copper Demand: Not a Doom and Gloom Scenario
    by Market Blog
    15 Mar 2010 at 3:27pm
    Market Blog submits:

    By David Berman

    Martin Roberge, portfolio strategist at Dundee Securities, is not as enthusiastic about diversified metals stocks, cutting his recommendation to “market ...


  • Tom Fernandes: Going Long on Agriculture
    by Hard Assets Investor
    15 Mar 2010 at 9:46am
    Hard Assets Investor submits:

    By Lara Crigger

    With China canceling U.S. soybean shipments, and national corn and wheat stockpiles hitting all-time highs, the fundamentals are looking dicey in th...


  • Wild Weekly Wrap Up: Really Trying to Get Bullish
    by Philip Davis
    15 Mar 2010 at 3:15am
    Phil Davis submits:

    I’m having writer’s block this weekend.

    Usually when I can’t think of what to write it helps me to go over our portfolios so I started this morning reviewing the Buy List but I ...


  • Burdensome Supply Makes Wheat Fertile Ground for Call Sellers
    by James Cordier
    14 Mar 2010 at 11:02am

    It’s one of the most difficult concepts that traditional investors have to grapple with when first discovering the strategy of selling options: When selling puts, the market doesn’t necessarily hav...


  • Today in Commodities: Spring Break?
    by Matthew Bradbard
    12 Mar 2010 at 4:14pm
    Matthew Bradbard submits:

    This does not feel like Spring Break to me as I need to be glued to the screens. The good news being that since I live in Fort Lauderdale, it may feel like Spring Break at...


  • Cosan: A Brazilian Refiner That's Sweeter Than Gisele
    by Rohan C. Pease
    11 Mar 2010 at 6:11pm
    Rohan C. Pease submits:

    We all know the world famous Victoria's Secret model Gisele Bundchen - wife of Patriots quarterback Tom Brady and Brazil's hottest export to date. Gisele has brought much att...


  • Today in Commodities: Where Next?
    by Matthew Bradbard
    11 Mar 2010 at 4:16pm
    Matthew Bradbard submits:

    Markets seem to be waiting for some type of catalyst to determine the direction of the next leg. It was an inside day in Crude oil as prices hover around $82/barrel. For n...


  • Soft Commodities in A Permanent Downtrend
    by The Business Insider
    11 Mar 2010 at 11:58am
    The Business Insider submits:

    Worldwide wheat inventories are expected to rise 19% this year, which is the largest annual increase since 2002 according to the USDA. This will put pressure on a va...


  • Brazil Raises Tariffs Over U.S. Cotton: Is Free Trade Unraveling?
    by Old Trader
    11 Mar 2010 at 6:50am
    Old Trader submits:

    Last year, back on June 1, I wrote an article discussing the possibilities of the outbreak of a trade war. At the time, discussion was rampant over whether or not we were going t...


  • One Year Later: Putting the Rally Into Perspective
    by Matthew Bradbard
    10 Mar 2010 at 5:03pm
    Matthew Bradbard submits:

    There has been so much fuss of late over the great performance in equities over the past year, so we thought it would be interesting to put the indices head to head with...


  • Today in Commodities: Signs of an Interim Top
    by Matthew Bradbard
    10 Mar 2010 at 4:08pm
    Matthew Bradbard submits:

    We have a number of shorts on commodities, thinking a setback is due. A failed rally... say it is not so! Crude looks to close higher on the day but below $82 and $1 off i...


  • Why I'm Pulling Out of Potash
    by TraderMark
    10 Mar 2010 at 10:25am
    Trader Mark submits:

    I only have two commodity plays and I am disappointed in the relative performance of Potash (POT) of late. I had mulled moving into an iron ore (CLF) stock or coal stock over t...


  • Bespoke's Commodity Snapshot (3/9/10)
    by Bespoke Investment Group
    9 Mar 2010 at 5:22pm
    Hickey and Walters (Bespoke) submit:

    The stock market is up about 65% since the 3/9/09 low, but oil has actually outperformed stocks over this time period with a gain of 72.64%. Below we highlig...


 

Globe&Mail Energy Blog

The Globe and Mail - Energy News
20 May 2009 at 5:06pm
Energy news from Canada’s best source for news continuously updated by The Globe and Mail