Posts Tagged ‘
Commodities ’
Oct 29th, 2010 |
By Chris Mayer |
Category: Featured, Macro Economics
If Paul Revere were around, maybe he’d get on his horse and start yelling, “Inflation is coming! Inflation is coming!”
I think it is coming. In fact, in many ways, it’s already here, just not yet widely recognized. The deflationists still hold sway in the bond market, where investors happily accept ...
read more
Tags: Commodities, deflation, inflation, the dollar
Posted in Featured, Macro Economics |
6 comments
Aug 25th, 2009 |
By Chris Mayer |
Category: Commodities, Featured, Macro Economics
What makes investing particularly difficult now is that the distortion in prices, as if reflected in a funhouse mirror. Normally market prices should reflect underlying demand and supply. As in a vegetable stand, the prices come from the buying and selling of people in the market.
But with all the artificial ...
read more
Tags: Commodities, Infrastructure, stimulus
Posted in Commodities, Featured, Macro Economics |
3 comments
Jun 2nd, 2009 |
By Dan Denning |
Category: Commodities, Featured, Gold
Can you believe it's already June? What a month May was for commodities. They are Lazarus, come from the dead to tell us all that the world will not stop turning if there is a financial crisis in the West. Or something like that.
If we were using numbers instead of ...
read more
Tags: Commodities, Financial Crisis, Gold
Posted in Commodities, Featured, Gold |
4 comments
Mar 20th, 2009 |
By Linda Brady Traynham |
Category: Commodities, Featured, Morning Whiskey, Personal Liberties
I keep thinking of Ray Stevens ("Ahab the Arab," "Shrine Convention," "The Day the Squirrel Got Loose," etc.)
I just want to sing my little song," plot my stock charts, love my great sailor, play in my greenhouses, buy gold no matter what the economy is doing, and be the happiest ...
read more
Tags: Commodities, depression, peak food
Posted in Commodities, Featured, Morning Whiskey, Personal Liberties |
5 comments
Feb 2nd, 2009 |
By Alan Knuckman |
Category: Commodities, Featured, Oil
It was almost sad to see 2008 come to an end. Talk about moving markets… As investors with discipline, there was something for everybody.
The first half of the year saw ALL-TIME HIGHS in gold, crude, wheat, unleaded gas, copper, corn and soybeans. But as they say, what goes up must ...
read more
Tags: Commodities, inflation, Oil
Posted in Commodities, Featured, Oil |
4 comments
Jan 15th, 2009 |
By Dan Denning |
Category: Featured, Macro Economics
Good news everyone. Gold has reached a one-month low. In fact, February gold futures on Comex fell the most in six weeks. They tumbled four percent on the day, down US$34.
This is very good news. It means you will have a chance to buy gold at lower prices before it ...
read more
Tags: Commodities, deflation, Gold
Posted in Featured, Macro Economics |
2 comments
Nov 5th, 2008 |
By Dan Denning |
Category: Commodities, Emerging Markets, Macro Economics, Politics
Now to the big subject of the day: Inflation. You’d think evidence of even bigger deficits in the U.S. is clearly inflationary. But not everyone thinks so. The new prophet of doom, Dr. Nouriel Roubini, says at least four factors are setting up what he calls “Stag Deflation” (as opposed ...
read more
Tags: Bigger Deficits in the US, Commodities, commodity prices, Debt Deflation with Inflation, Emerging Markets, Fed getting Credit Flowing, US Deficit
Posted in Commodities, Emerging Markets, Macro Economics, Politics |
No Comments »
May 16th, 2007 |
By Dan Amoss |
Category: Commodities
Mohnish Pabrai, a popular speaker at the Value Investing Congress and portfolio manager of Pabrai Investment Funds, reminds me of a young Warren Buffett. He’s delivered roughly 30% annualized returns to his investors since launching his partnership in 1999, similar to the return Buffett earned for his partners in the ...
read more
Tags: bhp billiton, Commodities, cvrd, defending business, dhandho, mittal, Mohnish Pabrai, technology as a commodity, technology stocks
Posted in Commodities |
No Comments »
Apr 27th, 2007 |
By Whiskey Contributor |
Category: Commodities
A year ago, the average choice grading steer fetched around $85.50 per cwt to the meat packer. (The abbreviation "cwt" stands for hundredweight. Hundredweight simply means "per 100 pounds specified weight." It is always qualified as the type of weight used for cattle.)
Two weeks ago, the average was $94.44 cwt, ...
read more
Tags: avian flu, cattle trade, Commodities, mad cow disease, meat packing, sugar, us beef, us markets
Posted in Commodities |
No Comments »
Apr 26th, 2007 |
By Dan Amoss |
Category: Oil
It's impossible to make the case that there's a perfectly free market in oil or any other globally traded commodity. Production limitations, depletion, military conflicts, nationalization risks, taxes, and environmental regulations -- they all muddy the waters of a market that many would like to be clear and efficient.
The international ...
read more
Tags: Commodities, foreign oil producers, gloabl oil, oil market
Posted in Oil |
No Comments »
