Section
Commodities
615 posts
Commodities: No Longer A Crude Shock
by Vaibhav Tandon, Senior Economist, Northern Trust Volatile input prices have been a major inflationary force. The efficient…
Wheat, gold and the pursuit of a zero-correlation investment
by Research Team at Raymond James Markets & Investing For investors with appropriate risk tolerances, the measured inclusion…
Deep, Wide Moats & The Art of Investing in Unwanted Assets
Listen on The Move Cole Smead, CEO & Portfolio Manager at Smead Capital Management joins us for a…
BofA: The nuclear necessity
by Jared Woodard, Investment and ETF Strategist, BofA Securities Jared Woodard, Investment and ETF Strategist at BofA Securities,…
Is This the Start of a New Golden Age of Gold Mining Deals?
by Frank Holmes, CEO, CIO, U.S. Global Investors We may be about to enter a new golden age…
Defying the Bearâs Grasp: The Emotional Journey of Achieving Managed Futures Prosperity
by Rodrigo Gordillo, President, ReSolve Asset Management Introduction Iâve been hearing many macro managers and managed futures industry…
Buying Unwanted Assets
by William and Cole Smead, Smead Capital Management To kick off the beginning of 2023, there continues to…
Commodities: From Destocking to Restocking
by Hakan Kaya, PhD, Senior Portfolio Manager, Neuberger Berman The micro and macro factors weighing on commodities since…
Savita Subramanian: "Buy Deprivation, Sell Overbuild"
In her latest note, BofA's Savita Subramanian points out that some of the cash-starved sectors of the past…
Real Assets May Still Outperform, but Be Cautious
by Stephen Bonnyman, MBA, CFAÂź Director of Equity Research and Portfolio Manager, AGF Investments Inc. Steadying rates and…
Does the Inflation Risk Premium Decline Signal Lower Commodity Prices?
by Stephen Vanelli, CFA, Knowledge Leaders Capital There are many ways to decompose the bond market to identify…
Creating a CTA from Scratch
by Nicholas Rabener, Finominal SUMMARY CTAs have become popular again given their positive returns in 2022 However, they…
Gold Has Served as an Impressive Store of Value During the Current âEverything Selloffâ
by Frank Holmes, CEO, CIO, U.S. Global Investors âGold is no longer a safe haven.â âGold isnât an…
BofA Francisco Blanch: $80 is the New $60 for Oil
by Francisco Blanch, Chief Commodity and Derivatives Strategist, BofA Securities Research Copyright © BofA Securities
The Green Futuresâ Chernobyl Moment
by Cole Smead, Smead Capital Management Dear fellow investors, What has taken place in 2022 is nothing short…
