Section
Commodities
623 posts
Why Gold Miners Haven't Bottomed Yet
by Short Side of Long Chart 1: Gold mining companies were decimated in this weeks sell off! …
November 3, 2014
Navigating Volatility: The Case for Tactical Alpha
In today's volatile markets, alternative investments are key for diversification, resilience, and returns, but they demand expertise to navigate. Ash Lawrence, Head of AGF Capital Partners and Scott Radke, CEO and Co-CIO of New Holland Capital discuss...
Get Ready for a Commodities Rally
by Cam Hui, Humble Student of the Markets As a matter of practice, when an instrument gets either…
October 10, 2014
Ryan Lewenza: The Commodity "Supercycle" Could Be Officially Over
by Ryan Lewenza, CFA, CMT, Private Client Strategist, Raymond James USD, China and the Materials Sector • Commodity…
September 22, 2014
Could a China Recession Cause $50/barrel Crude Oil?
by William Smead, Smead Capital Management Globalization has created an interconnection between major world economies and commodity prices.…
September 3, 2014
Agricultural Commodities are Extremely Oversold
Chart 1: Agricultural Index has become extremely oversold as of late Source: Short Side of Long Agricultural…
August 13, 2014
Commodity Seasonality Should Only Be One Part of a Trade Equation
The Worst Possible Time to Own Gasoline by J.C. Parets, All Star Charts There’s a common misconception out…
July 16, 2014
Book Review: The Secret Club That Runs the World
by David Merkel, Aleph Blog This is a very good book; I learned a lot as I read…
July 16, 2014
The Commodities Rally Has Reversed
Chart 1: Commodity rally is in reversal, as CCI trades below 200 MA… Source: Short Side of Long…
July 15, 2014
Frank Holmes: 2014 Commodities Halftime Report
2014 Commodities Halftime Report July 11, 2014 By Frank Holmes, CEO and Chief Investment Officer, U.S. Global Investors…
July 13, 2014
Follow the Yellow Brick Road
Over the years we've gravitated towards tracking the nuances in the precious metals sector, because they can be…
July 11, 2014
Have Metals Finally Bottomed?
by The Short Side of Long I completely understand that you might think I am crazy for trying…
July 7, 2014
Metals Could Surprise in the Second Half 2014
by The Short Side of Long It seems that a lot of markets as well as the economy,…
June 19, 2014
Commodities are Cheap and Disowned
by The Short Side of Long Chart 1: BRIC resource companies trading below book value right now… Source: Merrill…
June 3, 2014
Not All Commodities Are Created Alike
How has the world managed to increase both population and living standards on a finite planet? by Econbrowser…
June 2, 2014
Energy and Natural Resources Market Radar (May 26, 2014)
Energy and Natural Resources Market Radar (May 26, 2014) click to enlarge Strengths The price of West…
May 26, 2014