Section
Commodities
618 posts
Energy and Natural Resources Market Cheat Sheet (March 7, 2011)
Energy and Natural Resources Market Cheat Sheet (March 7, 2011) Strengths Oil is trading at a 29-month high…
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...
TD's Derek Burleton: Geopolitical Risk and Commodity Prices
TD Bank's, Deputy Chief Economist, Derek Burleton, shares his thoughts on geo-political risk and commodity prices. The past…
"Oil That Is ..." (Saut)
“Oil That Is...” by Jeffrey Saut, Chief Investment Strategist, Raymond James February 28, 2011 “You might think that…
Canada Market Cheat Sheet (February 28, 2011)
Canada Market Cheat Sheet (February 28, 2011) TSX and Subgroups - Week Ending February 25, 2o11 TSX and…
The 'Crude' Reality of Unrest
The 'Crude' Reality of Unrest by David Andrews, CFA-Director, Investment Management and Research, Richardson GMP Investor sentiment turned…
Booming Global Auto Market Good For Many
Booming Global Auto Market Good For Many By Frank Holmes and John Derrick Perhaps no industry has experienced…
"Commodity-Rise Impacts" (Schwab Sector Views)
Schwab Sector Views: Commodity-Rise Impacts Brad Sorensen, CFA, Director of Market and Sector Analysis, Schwab Center for Financial…
Magna International (MGA) Fails on Earnings, as Input Costs Start to Hurt
by Trader Mark, Fund My Mutual Fund One of my fears in the auto supplier trade (a big…
Bernanke - Two Speed Recovery Requires Different Policies
February 18, 2011 by Asha Bangalore, Northern Trust Chairman Bernanke's speech was drawn from his paper examining the…
India: Kingdom of Dreams (Mobius)
by Mark Mobius, Vice-chairman, Franklin Templeton Investments Throughout my travels, I have visited some countries that never cease…
BRIC Self Sufficiency Index
Demand for natural resources in the emerging world is increasing, but how much of this increased demand is met by the country’s own production?
This interesting chart from Bank of America-Merrill Lynch shows the supply/demand fundamentals of seve...
Global Fund Managers Most Bullish in 10 Years
by Trader Mark, Fund My Mutual Fund Another sentiment gauge hitting an extreme - but as with everything…
Chinese Interest Rates - Movin' On Up!
Chinese Interest Rates – Movin’ On Up! Gareth Watson, CFA - Vice President, Investment Management and Research, Richardson…
Here's Why Inflation & Supply Worries Are Driving Commodities
by Jordan Roy-Byrne, CMT The mainstream press loves to talk about emerging market demand as a cause of…
Gold Market Cheat Sheet (February 14, 2011)
Gold Market Cheat Sheet (February 14, 2011) For the week, spot gold closed at $1,356.72 per ounce, up…