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Commodities
589 posts
Charts for the Beach 2023
by Richard Bernstein, Richard Bernstein Advisors It’s time for our annual August report, “Charts for the Beach.” Each…
Cautiously optimistic on commodities
by Fred Fromm, Portfolio Manager, Franklin Equity Group While caution in some areas of the commodities space may…
Lithium Leads the Charge (Again): A Look at the Commodity Market in the First Half of 2023
by Frank Holmes, CEO, CIO, U.S. Global Investors The second half of 2023 has officially begun, meaning it’s…
BofA Francisco Blanch: What did we learn at our commodity conference?
by Francisco Blanch, Chief Commodity and Derivatives Strategist, BofA Securities Copyright © BofA Securities | Global Research
Commodities: No Longer A Crude Shock
by Vaibhav Tandon, Senior Economist, Northern Trust Volatile input prices have been a major inflationary force. The efficient…
Wheat, gold and the pursuit of a zero-correlation investment
by Research Team at Raymond James Markets & Investing For investors with appropriate risk tolerances, the measured inclusion…
Deep, Wide Moats & The Art of Investing in Unwanted Assets
Listen on The Move Cole Smead, CEO & Portfolio Manager at Smead Capital Management joins us for a…
BofA: The nuclear necessity
by Jared Woodard, Investment and ETF Strategist, BofA Securities Jared Woodard, Investment and ETF Strategist at BofA Securities,…
Is This the Start of a New Golden Age of Gold Mining Deals?
by Frank Holmes, CEO, CIO, U.S. Global Investors We may be about to enter a new golden age…
Defying the Bear’s Grasp: The Emotional Journey of Achieving Managed Futures Prosperity
by Rodrigo Gordillo, President, ReSolve Asset Management Introduction I’ve been hearing many macro managers and managed futures industry…
Buying Unwanted Assets
by William and Cole Smead, Smead Capital Management To kick off the beginning of 2023, there continues to…
Commodities: From Destocking to Restocking
by Hakan Kaya, PhD, Senior Portfolio Manager, Neuberger Berman The micro and macro factors weighing on commodities since…
Savita Subramanian: "Buy Deprivation, Sell Overbuild"
In her latest note, BofA's Savita Subramanian points out that some of the cash-starved sectors of the past…
Real Assets May Still Outperform, but Be Cautious
by Stephen Bonnyman, MBA, CFA® Director of Equity Research and Portfolio Manager, AGF Investments Inc. Steadying rates and…
Does the Inflation Risk Premium Decline Signal Lower Commodity Prices?
by Stephen Vanelli, CFA, Knowledge Leaders Capital There are many ways to decompose the bond market to identify…
