Section
Commodities
623 posts
Global Long-Term Rates Signal Deflation
Its pretty clear that the last thing on investors minds these days is inflation when the 10-year yields…
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...
Cramer: Dow 8300, Oil $50, Obama
From Jim Cramer in New York magazine: What will New York look like a year from now? The…
Rob Fraim's Call on Energy
September 17, 2008 - The fall in the price of oil during the past two months may not have surprised everyone,…
Energy-Led Correction: Capitulation Selling Underway?
BCA Research postulates that commodities are in a bull market consolidation and that it does not appear to…
Mobius: Positive on Commodities, China
Mark Mobius, executive chairman of Templeton Asset Management, is very positive on commodities, especially integrated emerging markets oil…
Hendry: Speculation is Dead, Gold is Heading to $600
As you know, GreenLightAdvisor.com is a huge fan of the outspoken Hugh Hendry, CIO, Eclectica Asset, who has…
Commodity Snapshot
Below we provide Bespoke's trading range charts of ten major commodities. The green shading represents two standard deviations…
BCA: Is China Losing Competitiveness
There is little evidence to suggest that Chinese manufacturing competitiveness has deteriorated meaningfully. The mainstream media has been…
Cost of Rising Commodities Falls
Last week, we highlighted that the rising prices of commodities during 2008 was costing the average American an…
Hendry: De-flation is Contrarian
Hugh Hendry, CIO, Partner, Eclectica "Bonds! The credit crunch – you’ve got to go back to 1942 to…
Oil, Computers, and Momentum Trading (WSJ.com)
August 6, 2008 - Posted by David Gaffen, WSJ.com Ann Davis has this report on an aspect of…
The Cost of Rising Commodities
While we know all too well that most commodities have risen in price so far in 2008, how…
Oil and U.S. Banks
(by John Authers, FT.com) Bastille Day, July 14, is a good day for an old order to come…
Video: Faber Says Fannie, Freddie Should Split Up, Not Get Aid
Investor Marc Faber, publisher of the Gloom, Boom & Doom Report, talks about the future of Fannie Mae…
Commodity Snapshot
July 23, 2008 - Courtesy: Bespoke Investment Group - Below we highlight our trading range charts of ten…
