Section
Commodities
617 posts
Energy stocks, surprising leaders
by Russ Koesterich, CFA, JD, Portfolio Manager, BlackRock In this article, Russ Koesterich discusses the YTD strength of…
Commodities And The Boom-Bust Cycle
by Lance Roberts, RIA It is always interesting when commodity prices rise. The market produces various narratives to…
Why Gold and Copper Are Making Big Moves
by Frank Holmes, CEO, CIO, U.S. Global Investors I had the opportunity this week to speak at the…
Empowering AI
by Carl R. Tannenbaum, Chief Economist, Northern Trust AI adoption will dent the fight against climate change. By…
Is Copper The New Gold?
by Ryan Boyle, Senior Economist, Northern Trust Forecasts of disinflation in 2024 have thus far missed the mark.…
Energy Stars Align
by Jeremy Lin, CFA, Portfolio Manager, Purpose Investments The oil market has been interesting lately and, to the…
Hot Commodities
by Erik L. Knutzen, CFA, CAIA, Chief Investment Officer—Multi-Asset, Hakan Kaya, PhD, Senior Portfolio Manager, Neuberger Berman We…
Continue to Make the Trend Your Friend
by Professor Jeremy J. Siegel, Senior Economist to WisdomTree and Emeritus Professor of Finance at The Wharton School…
Commodities: An Immaculate Asset for An Immaculate Disinflation?
by Nitesh Shah, Director of Research, WisdomTree Europe & Jeremy Schwartz, CFA, Global Chief Investment Officer, WisdomTree Commodities…
Commodities in 2024: An Opportunity for Growth
by Frank Holmes, CEO, CIO, U.S. Global Investors Goldman Sachs says it’s time to go long commodities. In…
The Energy Landscape: A Deep Dive with Doomberg
In a recent interview with Adam Taggart at Wealthion, the head of the anonymous collective known as Doomberg…
Energy Magicians
by William Smead, Smead Capital Management Dear fellow investors, Close your eyes and imagine the elimination of gasoline-powered…
BTRY for Battery
by Niels Clemens Jensen, Absolute Return Partners It is time to rethink battery technology. Moritz Futscher, CEO of…
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…
