Section
Commodities
623 posts
The Lowdown on Uranium, Lithium & Carbon w/ Nicolas Piquard
Listen on The Move Nicolas Piquard, Vice-President & Portfolio Manager with Horizons ETFs Canada, joined us to talk…
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...
Larry McDonald: Beware of the Fed's Pawns
Copyright © Bear Traps Report
EV market: the path to a sustainable world
by Jason Zhang, Danny Jacobs, Piyada Phanapat, Julie Dickson, Capital Group KEY TAKEAWAYS Electric vehicles (EVs) are an…
Bear Traps Report: "On the doorstep of the first real panic-driven migration into hard asset in 40 years."
Copyright © Larry McDonald, The Bear Traps Report
Andrew Beer on Simplifying Managed Futures and Liquid Alts Exposure
Listen on The Move (audio only) Our very special guest Andrew Beer, has a fascinating background and career…
Bear Traps Report: What will give the hard asset - value equity thesis real, sustainable legs?
Copyright © Larry McDonald
Balance Is the Watchword with Commodities Exposure
by Vinod Chathlani, Portfolio Manager—Multi-Asset Solutions, Mark Gleason, CFA, Director—Multi-Asset Business Development, AllianceBernstein The highest inflation in 40…
BofA: Ukraine conflict begs commodity & stock impact questions, we answer 19 of them
Copyright © Bank of America Research
Billionaires Elon Musk and Michel Saylor: Dump the Dollar and Buy Physical Things
by Frank Holmes, CEO, CIO, U.S. Global Investors Elon Musk recommends that investors own “physical things.” Own physical…
Hugh Hendry: War Europe Inflation U.S. China Dislocations Bonds Equities Carbon Metaverse
Hugh Hendry, The Acid Capitalist, Macro-Advisor, and Founder of Eclectica Asset Management, joins us for a creative and…
Commodity Prices Go Wild
by Fidelity Viewpoints Key takeaways Gas, nickel, and potash prices have skyrocketed, among other commodities. Though some commodity…
Just How Profound Are the Inflationary Impulses?
Adapted from TradingView.com featured contibutor/user digital_precision, published March 4, 2022 Have you noticed anything unusual about the prices…
Energy Markets in View
by Frederick Fromm, CFA, Franklin Templeton Investments Commodity Markets in Disarray Commodities have been soaring since the second…
A case for higher gold prices
by Jurrien Timmer, Director of Global Macro, Fidelity Investments Are inflation, the Ukraine conflict, and other factors conspiring…
Conflict and Commodities
by Erik L. Knutzen, CFA, CAIA, Chief Investment Officer—Multi-Asset Class, and Hakan Kaya, PhD, Senior Portfolio Manager, Neuberger…
