http://www.inveslogic.com/latest Commodities Sector - Latest Blog Articles at http://www.inveslogic.com en http://www.inveslogic.com/sectors/directory/etf-investor/1105252?rsstype=latest&cid=27 U.S. Federal Reserve Chairman Ben S. Bernanke ignored the warnings of most economists last week, and kept the benchmark Federal Funds rate at 2%, far below the actual rate of inflation. As a result of this non-move, investors can probably look forwar... http://www.inveslogic.com/sectors/directory/etf-investor/1105252?rsstype=latest&cid=27 Wed, 02 Jul 2008 06:57:24 -0400 http://www.inveslogic.com/sectors/directory/etf-investor/1105257?rsstype=latest&cid=27 Well. That wasn't pleasant. The market (as measured by the S&P500)extended its losses for the year, down about 3% for Q208. We are now at1280 in the S&P500, roughly the same level as January 2006. A10,000 foot view of the market isn't encouraging....... http://www.inveslogic.com/sectors/directory/etf-investor/1105257?rsstype=latest&cid=27 Wed, 02 Jul 2008 06:34:22 -0400 http://www.inveslogic.com/sectors/directory/metals-place/1105026?rsstype=latest&cid=27 Dollar weakness, strength in oil feed gold's risk aversion traits... http://www.inveslogic.com/sectors/directory/metals-place/1105026?rsstype=latest&cid=27 Tue, 01 Jul 2008 17:05:14 -0400 http://www.inveslogic.com/sectors/directory/resource-investor-blog/1105146?rsstype=latest&cid=27 Gold for August delivery gained $16.20 to finish the session at $944.50 an ounce on the New York Mercantile Exchange. MarketWatch reports: Gold futures climbed Tuesday to close at their highest level since mid-April, as weakness in the dollar and ris... http://www.inveslogic.com/sectors/directory/resource-investor-blog/1105146?rsstype=latest&cid=27 Tue, 01 Jul 2008 12:47:00 -0400 http://www.inveslogic.com/sectors/directory/etf-investor/1104756?rsstype=latest&cid=27 Congress has a mind to save us all from speculators and their evil-doing ways in commodities markets. Trouble is, as the following Bloomberg figure shows, oil prices have ramped hugely over the last year despite the number of open contracts having pe... http://www.inveslogic.com/sectors/directory/etf-investor/1104756?rsstype=latest&cid=27 Tue, 01 Jul 2008 12:19:49 -0400 http://www.inveslogic.com/sectors/directory/etf-investor/1104758?rsstype=latest&cid=27 Blood was definitely running in the streets last month. As our table below reminds, red is now the dominant color in performance tallies. But black hasn't been completely banished. For those who owned commodities, inflation-indexed Treasuries or cas... http://www.inveslogic.com/sectors/directory/etf-investor/1104758?rsstype=latest&cid=27 Tue, 01 Jul 2008 12:02:08 -0400 http://www.inveslogic.com/sectors/directory/oil-drum/1105101?rsstype=latest&cid=27 This is a guest post from Cutler Cleveland. It provides an excellent big picture overview of what variables we need to consider as we transition away from fossil fuels. Professor Cleveland previously wrote Energy From Wind - A Discussion of the ERO... http://www.inveslogic.com/sectors/directory/oil-drum/1105101?rsstype=latest&cid=27 Tue, 01 Jul 2008 10:40:02 -0400 http://www.inveslogic.com/sectors/directory/capital-spectator/1104590?rsstype=latest&cid=27 Blood was definitely running in the streets last month. As our table below reminds, red is now the dominant color in performance tallies. But black hasn't been completely banished. For those who owned commodities, inflation-indexed Treasuries or cash... http://www.inveslogic.com/sectors/directory/capital-spectator/1104590?rsstype=latest&cid=27 Tue, 01 Jul 2008 10:38:31 -0400 http://www.inveslogic.com/sectors/directory/oil-drum/1105103?rsstype=latest&cid=27 Peak Oil: IEA Inches Toward the Pessimists CampBut the juiciest nugget? The conservative IEA appears to be inching ever-closer to the peak-oil crowd. Supply simply can t keep pace with demand everybody with an oil well has the taps ope... http://www.inveslogic.com/sectors/directory/oil-drum/1105103?rsstype=latest&cid=27 Tue, 01 Jul 2008 09:11:07 -0400 http://www.inveslogic.com/sectors/directory/resource-investor-blog/1105153?rsstype=latest&cid=27 Commodity Online reports: The European Central Bank (ECB) on Tuesday said it had sold 30 tonnes of gold, on top of 42 tonnes sold in late 2007 in conformity with the Central Bank Gold Agreement of 27 September 2004, which limits combined annual sale... http://www.inveslogic.com/sectors/directory/resource-investor-blog/1105153?rsstype=latest&cid=27 Tue, 01 Jul 2008 08:12:00 -0400 http://www.inveslogic.com/sectors/directory/big-picture/1104493?rsstype=latest&cid=27 Welcome to the second half of 2008. We begin the second half pretty much the same way we finished the first half: Equities under pressure in Asia, Europe, and judging by the futures in the US, domestically as well.One of the things that us foolish ... http://www.inveslogic.com/sectors/directory/big-picture/1104493?rsstype=latest&cid=27 Tue, 01 Jul 2008 07:47:18 -0400 http://www.inveslogic.com/sectors/directory/resource-investor-blog/1105154?rsstype=latest&cid=27 Light, sweet crude for August delivery rose $2.02 to trade at $142.02 a barrel on the New York Mercantile Exchange. In London, Brent crude futures rose $2.27 to $142.10 on the ICE Futures exchange. AP reports: In its Medium-Term Oil Market Report on ... http://www.inveslogic.com/sectors/directory/resource-investor-blog/1105154?rsstype=latest&cid=27 Tue, 01 Jul 2008 07:08:00 -0400 http://www.inveslogic.com/sectors/directory/resource-investor-blog/1105155?rsstype=latest&cid=27 The Commerce Department reported Tuesday that construction spending dropped 0.4% in May, slightly less than had been expected, according to AP. Residential construction dropped 1.6% in May, however. The Institute for Supply Management said Tuesday th... http://www.inveslogic.com/sectors/directory/resource-investor-blog/1105155?rsstype=latest&cid=27 Tue, 01 Jul 2008 06:01:00 -0400 http://www.inveslogic.com/sectors/directory/between-the-hedges/1104469?rsstype=latest&cid=27 Late-Night HeadlinesBloomberg:- Corn fell the maximum permitted by the Chicago Board of Trade and wheat dropped the most in 13 weeks after the government said US farmers planted more of both crops...[[ This is only a summary. Visit Between the Hedges... http://www.inveslogic.com/sectors/directory/between-the-hedges/1104469?rsstype=latest&cid=27 Mon, 30 Jun 2008 22:49:00 -0400 http://www.inveslogic.com/sectors/directory/alpha-trends/1104451?rsstype=latest&cid=27 A common question I receive is if I am aware of a reputable company which allows electronic trading of the traditional commodities such as Oil, Grains, Meats, Metals, and also Index futures such as S&P's, Dow, Nasdaq, and Russell. At the trade show i... http://www.inveslogic.com/sectors/directory/alpha-trends/1104451?rsstype=latest&cid=27 Mon, 30 Jun 2008 15:14:00 -0400 http://www.inveslogic.com/sectors/directory/big-picture/1104498?rsstype=latest&cid=27 As per our earlier discussion: We know health care costs have skyrocketed, that education costs are through the roof, and that Housing doubled over 7 years and has since fallen modestly from those levels (about 15-20%). Then there are the commodities... http://www.inveslogic.com/sectors/directory/big-picture/1104498?rsstype=latest&cid=27 Mon, 30 Jun 2008 13:00:00 -0400 http://www.inveslogic.com/sectors/directory/oil-drum/1105105?rsstype=latest&cid=27 Offshore drilling is again in the news, with many saying we shouldn't drill now. Drilling will take more than 10 years for most of the oil in question. I believe that we need to start the process now, partly because the expected impact of peak oil wi... http://www.inveslogic.com/sectors/directory/oil-drum/1105105?rsstype=latest&cid=27 Mon, 30 Jun 2008 10:00:38 -0400 http://www.inveslogic.com/sectors/directory/oil-drum/1105106?rsstype=latest&cid=27 As you may have heard, oil prices have reached a new high above $140. I can already hear the outcry against speculators and their out-of-control games to enrich themselves at our expense.Never mind that speculators have been caught shortselling oil (... http://www.inveslogic.com/sectors/directory/oil-drum/1105106?rsstype=latest&cid=27 Mon, 30 Jun 2008 09:55:14 -0400 http://www.inveslogic.com/sectors/directory/oil-drum/1105107?rsstype=latest&cid=27 US says won t allow Iran to shut key Gulf oil route MANAMA - The commander of the US navy s Fifth Fleet warned on Monday that the United States will not allow Iran to shut the Strait of Hormuz, a key oil supply route in the Gulf. They will not ... http://www.inveslogic.com/sectors/directory/oil-drum/1105107?rsstype=latest&cid=27 Mon, 30 Jun 2008 09:06:41 -0400 http://www.inveslogic.com/sectors/directory/big-picture/1104501?rsstype=latest&cid=27 At a certain point, the falling dollar and runaway Oil prices are going to have to take precedence over the economy and credit crunch. Are we getting closer to that point? This morning, Crude touched $143.67 August Crude Oil Futures, Intraday, June 3... http://www.inveslogic.com/sectors/directory/big-picture/1104501?rsstype=latest&cid=27 Mon, 30 Jun 2008 07:15:06 -0400