Section
Commodities
618 posts
Energy and Natural Resources Market Cheat Sheet (October 11, 2011)
Energy and Natural Resources Market Cheat Sheet (October 11, 2011) Strengths This week, the Global Resources Fund outperformed…
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...
Warren Buffett Interview: "We are not in a double-dip recession"
On September 30, 2011, Warren Buffett made an appearance on Bloomberg TV, discussing his proposed tax on the…
Million Dollar Question: Dollar and Recession Risk Up Together (Sonders)
Million Dollar Question: Dollar and Recession Risk Up Together October 3, 2011 by Liz Ann Sonders, Senior Vice…
A Disastrous Quarter (Bespoke)
by Bespoke Investment Group Below is a table that shows the performance of a large number of ETFs…
Commodities and Conservation in the Caspian
by Mark Mobius, Franklin Templeton Investments Hello readers, thank you for your patience while I was away from…
Extreme Divergence Between Coal Rocks and Stocks Unwarranted
Extreme Divergence Between Coal Rocks and Stocks Unwarranted By Frank Holmes, CEO and Chief Investment Officer, U.S. Global…
Energy and Natural Resources Market Cheat Sheet (October 3, 2011)
Energy and Natural Resources Market Cheat Sheet (October 3, 2011) Strengths The Global Resources Fund performed well this…
Inter-Market Analysis in Guiding Cross-Asset Allocation
Inter-Market Analysis in Guiding Cross-Asset Allocation Monthly Strategy Report September 2011 Alfred Lee, CFA, DMS, Vice President &…
QE and the “Crowding Out” of the Bond Market Vigilante
Submitted by Global Macro Monitor QE and the “Crowding Out” of the Bond Market Vigilante We’ve updated our…
China - The Great Stabilizer
For the past ten years, whenever global base metals demand dissipated, China’s voracious appetite stepped in to gobble…
Gary Shilling: Bearish-er... Still
via Paul Kedrosky, Infectious Greed Channeling a decent number of my views, here is Gary Shilling on Bloomberg…
News That Matters (September 29, 2011)
via The Trader, thetrader.se Ft.com Asian shares and commodities fell on Thursday, Reuters reports, on growing worries that…
Richard Koo: Are We the Next Japan?
by Trader Mark, Fund My Mutual Fund Richard Koo is a well respected economist, but he does not…
The Fed Twists and the Market Turns (Sonders)
The Fed Twists and the Market Turns Liz Ann Sonders, Senior Vice President, Chief Investment Strategist, Charles Schwab…
Extreme Moves Leave Markets in Rare Territory
Extreme Moves Leave Markets in Rare Territory By Frank Holmes, CEO and Chief Investment Officer, U.S. Global Investors…
