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- The Bear Reaches Out for Commodities
- Dr. Duru submits: After mauling almost every other asset class, industry, and sector, the bear is now stretching out its paws for a swig of crude oil; crude oil is now down 19.9% from its high just last month. "Everyone" eagerly awaits the official pronouncement so that we can...
- External links 2008-08-06
- Carbon Prices Fall Along with Oil and Other Commodities
- Mike Havrilla submits: Carbon prices as measured by Certified Emissions Reductions or CERs have declined by 24% since peaking in early July. The fall in carbon prices mirrors that of energy commodities such as oil and other commodities such as precious/industrial metals and agricultural products.On the European Climate Exchange,...
- External links 2008-08-06
- Is the Commodities Bull Market Over?
- Arie Goren submits: The dramatic price decline of most commodities at the last five weeks brought some analysts to call for the end of the bull market in commodities, their conclusion is that commodities have reached a turning point and a bigger price decline awaits us. Are they right? Let's...
- External links 2008-08-11
- The Commodity Comeback: Sooner Than You Think
- Frank J. Maura submits: Since the hedge funds dropped commodities in early July, you have seen a dramatic sell-off in oil, coal, and fertilizers. This despite the fact that these commodities have excellent fundamentals going forward, stellar earnings, and continued demand. The recent "rally" on Wall Street, with the illusion...
- External links 2008-08-13
- ETF Update: Fund of Fund ETFs, Steel, Oil and Gas
- Tom Lydon ETF Trends submits: Fund of Fund ETFs Can Be Fun For Investors Who Want to Take It Easy ETF managers have taken a cue from hedge funds and mutual funds and created ETFs that specifically hold shares of other ETFs. It’s...
- External links 2008-08-19
- Commodity Carnage: Where to Turn Next?
- Sean Maher submits: There's nobody like an investment banker to deliver yesterday's news tomorrow, and charge you dearly for it. Goldman Sachs has turned bullish on the dollar, while Merrill Lynch is calling crude oil down to $80. If bandwagon jumping was an Olympic sport, these guys would have more...
- External links 2008-08-19
- Oil and Commodities Pricing: Fundamentals, Bubble or Manipulation?
- Mark Thoma submits: The Washington Post says the scale of speculative activity in commodities markets is larger than previous estimates indicated: A Few Speculators Dominate Vast Market for Oil Trading, by David Cho, Washington Post: Regulators had long classified a private Swiss energy conglomerate ...
- External links 2008-08-21
- Commodities: Brief Correction or Bursting Bubble?
- Andrew Mickey submits: “When investors cast aside the lessons of history, those lessons come back to haunt them.” – Martin Meyer, Markets It’s a tough time to be an investor. A financial crisis and housing downturn in the United States has dragged down the markets. The world’s largest...
- External links 2008-08-22
- ETF Update: Pharma ETFs, Commodity ETFs, Carry Trade
- Tom Lydon ETF Trends submits: Success Of Cancer Vaccines Could Have Pharma ETFs Feeling Good With drug makers making a push for cervical cancer vaccination, the industry is quickly growing, and certain ETFs can capture this growth. In a New York Times...
- External links 2008-08-24
- Commodity Price Movements in the Short-Run and Long-Run
- Mark Thoma submits: This is mostly principles of microeconomics material, but I think it's a useful reminder about what to expect in commodity markets when there is a permanent increase in demand. Here is a typical model of the short-run and long-run response to an outward...
- External links 2008-08-25
- Commodity and Energy Fund Returns
- Richard Shaw QVM Group submits: Commodity and energy funds of all sorts have proliferated in this recent commodity cycle. There are so many and they are so diverse, it is difficult to keep them all in mind. We put together this table of a variety of broad and...
- External links 2008-08-26
- Bespoke's Commodity Snapshot (8/25/08)
- Hickey and Walters Bespoke submit: Below we provide our trading range charts of ten major commodities. The green shading represents two standard deviations above and below the commodity's 50-day moving average, and moves above and below indicate extreme overbought and oversold levels. It's no news that commodities have...
- External links 2008-08-26
- Is the Bull Run in Commodities Over?
- Salman Khan submits: Recent days have seen an intense debate on the hot topic of the year — commodity prices. We have seen commodities across the board tumble in the past few months. Pessimists have started writing obituaries for the commodity bull and pronounced an end to the ascent in...
- External links 2008-09-02
- Bespoke's Commodity Snapshot (9/2/08)
- Hickey and Walters Bespoke submit: With oil trading down $8, we thought we'd update our trading range charts of major commodities. Oil is currently making another leg down after breaking below $110 support. The next level of support for oil is at the $100 level. Commodities are down...
- External links 2008-09-02
- Financial Roundtable: Four Stocks To Buy Now
- J. Christoph Amberger submits: Every month, TFN's Financial Roundtable gathers the market's top financial editors to provide perspective on the dominant trends in the world markets. After July's meeting of the minds with Money Morning's Bill Patalon and Martin Hutchinson (Financial Roundtable: Top financial analyst predicts $225 oil and...
- External links 2008-09-03
- A Windfall Profits Tax on Corn, Soybeans, Wheat?
- Mark J. Perry submits: Crop price increases above click to enlarge are from the Chicago Fed's August 2008 Agricultural Newsletter, and crude oil is from the St. Louis Fed. What about a windfall profits tax on corn and soybean farmers? After all, the prices for their products have...
- External links 2008-09-04
- Why Commodities May Be Nearing a Turning Point
- Oriental Trader submits: From this article, we learn that a commodity fund went bust due to being long metals and energy. The hedge fund manager Ospraie Management has said that it will close its flagship fund after it plunged 27 percent in August on losses in energy, mining and...
- External links 2008-09-04
- When Fundamentals Don't Pay
- Emanuel Balarie submits: Sometimes being fundamentally correct can be monetarily wrong. This was the title of an article that I wrote in July of 2005. My argument was that even though the fundamentals might be correct in the long-term, investors can lose tons of money if they stubbornly hold...
- External links 2008-09-14
- Is Excessive Speculation in Oil and Commodities Markets Actually Occurring?
- Craig Pirrong submits: Almost exactly a year ago, I testified before the House Ag Committee and wrote an oped for the WSJ on the effect–or lack thereof–of speculation on oil prices. The issue was high on the political agenda at the time, as oil prices hit $147/bbl, and...
- External links 2009-07-09
- California Resource Maximization: Marijuana First, Then Oil
- Gregor Macdonald submits: A number of writers and commentators, myself among them, have joked throughout 2009 that budget-crushed California would eventually be forced to tap unconventional sources of revenue. Frankly, I thought offshore oil would be first. Somewhere beyond the analytical error of drill drill drill, which...
- External links 2009-07-19
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