Section
Commodities
618 posts
Emerging Markets Cheat Sheet (January 17, 2011)
Emerging Markets Cheat Sheet (January17, 2011) Strengths Thanks to a second year of government stimulus, China’s total vehicle…
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...
Learn from the Experts: Natural Resources Outlook 2011
As we begin a new year, we’re taking the opportunity to look ahead at the market sectors that…
Outlook 2011: Fear and Love in Gold Trading
Outlook 2011: Fear and Love in Gold Trading By Frank Holmes, CEO and Chief Investment Officer, U.S. Global…
“What’s Past is Prologue”
By Michael Nairne, Tacita Capital As Shakespeare noted, the past is always a prologue to the future. Hence,…
Hugh Hendry: Investment Outlook (Winter 2010-11)
THE ECLECTICA FUND Manager Commentary, December 2010 by Hugh Hendry, Eclectica Asset Management There Are No Policy Remedies…
Can the World Hold 7 Billion?
Some time this year, there will be 7 billion people on the planet. If we all stood shoulder-to-shoulder,…
Gold Market Cheat Sheet (January 3, 2011)
Gold Market Cheat Sheet (January 3, 2011) For the week, spot gold closed at $1,420.78 per ounce, up…
A Fed-Induced Speculative Blow-Off
by John Hussman, Hussman Funds Why are Treasury yields rising despite hundreds of billions of Treasury purchases by…
If Past is Prologue ... Stock Market Outlook
At last a contrarian view! The report below comes from Pragmatic Capitalist. Past is prologue … At least…
Things I Believe (Hussman)
by John P. Hussman, Ph.D., Hussman Funds 1) Investors dangerously underestimate the risk of an abrupt and possibly…
Gold Market Diary (December 20, 2010)
Gold Market Diary (December 20, 2010) For the week, spot gold closed at $1,375.45 per ounce, down $10.55,…
Emerging Markets Diary (December 13, 2010)
Emerging Markets Diary (December 13, 2010) Strengths Taiwan’s November exports surprised on the upside with a year-over-year growth…
Rebalancing the World (Mobius)
by Mark Mobius, Vice-Chairman, Franklin Templeton Investments It seems we are currently witnessing a largely one-way flow of…
Emerging Markets Diary (December 6, 2010)
Emerging Markets Diary (December 6, 2010) Strengths Both the official and private version of China's Purchasing Managers' Index…
The Financialization of Commodities
by Ke Tang and Wei Xiong, VoxEU.org 30 November 2010 In recent years, hundreds of billions of dollars…
