Section
Commodities
617 posts
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…
Hard Assets: Are They A Trap In The Making?
by Lance Roberts, RIA The hard asset, commodity, trade has sprung to life over the last couple of…
Commodities Notched Their Best Year Since 2009, Despite Precious Metals Weakness
Every year around this time, we update our always-popular Periodic Table of Commodities Returns. by Frank Holmes, CEO,…
Climate Change: The Commodities Dimension
by Michelle Dunstan, Chief Responsibility Officer, Senior Investment Advisor—Global ESG Improvers Strategy, AllianceBernstein Commodities, by virtue of their…
The Dollar: Still The Better Hedge
by Russ Koesterich, Portfolio Manager, Blackrock BlackRock Portfolio Manager, Russ Koesterich, CFA, JD discusses his preference for the…
Cameco Corp. - (CCO.TO) - October 13, 2021 (Daily Stock Report)
by SIACharts.com Since we last mentioned uranium producer Cameco Corp* (CCO.TO) in the September 3 issue…
Commodities Could Get a Boost from $1 Trillion Infrastructure Plan
by Frank Holmes, CEO, CIO, U.S. Global Investors It may be time for investors to take a serious…
