http://www.inveslogic.com/popular/articles/commodities Commodities - Today's Popular Articles at http://www.inveslogic.com en http://www.inveslogic.com/sectors/directory/etf-investor/1105252?rsstype=populararticles&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... Wed, 02 Jul 2008 06:57:24 -0400 http://www.inveslogic.com/sectors/directory/etf-investor/1105252?rsstype=populararticles&cid=27 http://www.inveslogic.com/sectors/directory/etf-investor/1105257?rsstype=populararticles&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....... Wed, 02 Jul 2008 06:34:22 -0400 http://www.inveslogic.com/sectors/directory/etf-investor/1105257?rsstype=populararticles&cid=27 http://www.inveslogic.com/sectors/directory/metals-place/1105026?rsstype=populararticles&cid=27 Dollar weakness, strength in oil feed gold's risk aversion traits... Tue, 01 Jul 2008 17:05:14 -0400 http://www.inveslogic.com/sectors/directory/metals-place/1105026?rsstype=populararticles&cid=27 http://www.inveslogic.com/sectors/directory/big-picture/1104493?rsstype=populararticles&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 ... Tue, 01 Jul 2008 07:47:18 -0400 http://www.inveslogic.com/sectors/directory/big-picture/1104493?rsstype=populararticles&cid=27 http://www.inveslogic.com/sectors/directory/between-the-hedges/1104469?rsstype=populararticles&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... Mon, 30 Jun 2008 22:49:00 -0400 http://www.inveslogic.com/sectors/directory/between-the-hedges/1104469?rsstype=populararticles&cid=27 http://www.inveslogic.com/sectors/directory/between-the-hedges/1104487?rsstype=populararticles&cid=27 BOTTOM LINE: The Portfolio is lower into the final hour on losses in my Alternative Energy longs, Computer longs and Gaming longs. I added to my (IWM/QQQQ) hedges and added to my (EEM) short today,...[[ This is only a summary. Visit Between the Hedg... Thu, 26 Jun 2008 15:36:00 -0400 http://www.inveslogic.com/sectors/directory/between-the-hedges/1104487?rsstype=populararticles&cid=27 http://www.inveslogic.com/sectors/directory/goldseek/1104171?rsstype=populararticles&cid=27 Hyper-inflation in the commodities markets is rivaling the US housing collapse and the global banking crisis, as the biggest threat to the world economy. Finance ministers from the United States, Canada, Japan, France, Germany, Italy, Britain, and Ru... Thu, 26 Jun 2008 12:01:35 -0400 http://www.inveslogic.com/sectors/directory/goldseek/1104171?rsstype=populararticles&cid=27 http://www.inveslogic.com/sectors/directory/resource-investor-blog/1104245?rsstype=populararticles&cid=27 Reuters reports: The U.S. House of Representatives is scheduled to vote on Thursday on legislation that directs the Commodity Futures Trading Commission to use all its authority to curb immediately the role of excessive speculation in energy future... Thu, 26 Jun 2008 10:23:00 -0400 http://www.inveslogic.com/sectors/directory/resource-investor-blog/1104245?rsstype=populararticles&cid=27 http://www.inveslogic.com/sectors/directory/goldseek/1103839?rsstype=populararticles&cid=27 Gold and commodities are set to resume their long term trends. The removal of subsidies in China will not reduce demand for oil and energy supplies. Rationing was already in place as producers withheld supplies as it was unprofitable to provide the... Thu, 26 Jun 2008 09:53:43 -0400 http://www.inveslogic.com/sectors/directory/goldseek/1103839?rsstype=populararticles&cid=27 http://www.inveslogic.com/sectors/directory/goldseek/1103840?rsstype=populararticles&cid=27 THE SPOT PRICE OF GOLD jumped ahead of the Wall Street opening on Thursday after the Federal Reserve left US interest rates some 2.0% below the rate of inflation.... Thu, 26 Jun 2008 09:04:33 -0400 http://www.inveslogic.com/sectors/directory/goldseek/1103840?rsstype=populararticles&cid=27 http://www.inveslogic.com/sectors/directory/etf-investor/1103809?rsstype=populararticles&cid=27 Yesterday s June 25 FOMC statement acknowledges that the Fed is walking a tightrope between slowing growth, the precarious state of the financial system and the risk of stoking inflationary expectations. In part, it read:Although downside risks to ... Thu, 26 Jun 2008 08:10:16 -0400 http://www.inveslogic.com/sectors/directory/etf-investor/1103809?rsstype=populararticles&cid=27 http://www.inveslogic.com/sectors/directory/resource-investor-blog/1104250?rsstype=populararticles&cid=27 Light, sweet crude for August delivery rose $4 to $138.55 on the New York Mercantile Exchange. In London, August Brent crude futures rose $3.68 to $137.96 on the ICE Futures Exchange. AP reports: Chakib Khelil, president of OPEC, said he believes oil... Thu, 26 Jun 2008 08:03:00 -0400 http://www.inveslogic.com/sectors/directory/resource-investor-blog/1104250?rsstype=populararticles&cid=27 http://www.inveslogic.com/sectors/directory/resource-investor-blog/1104251?rsstype=populararticles&cid=27 The Commerce Department reported on Thursday that gross domestic product (GDP) increased 1% annualized in the first three months of the year, a slight improvement from the government's previous estimate of 0.9% growth for the January-to-March quarter... Thu, 26 Jun 2008 07:57:00 -0400 http://www.inveslogic.com/sectors/directory/resource-investor-blog/1104251?rsstype=populararticles&cid=27 http://www.inveslogic.com/sectors/directory/etf-investor/1103825?rsstype=populararticles&cid=27 If a commodity is in backwardization , that is, if futures prices are lower than current prices, does that imply that futures markets are discouraging storage (encouraging disgorgement)? Paul Krugman makes the case, here and here (pdf file). I'm go... Thu, 26 Jun 2008 07:10:50 -0400 http://www.inveslogic.com/sectors/directory/etf-investor/1103825?rsstype=populararticles&cid=27 http://www.inveslogic.com/sectors/directory/metals-place/1103896?rsstype=populararticles&cid=27 Soviet geologists were looking for oil when exploring this region 500 km (315 miles) south of Moscow.... Thu, 26 Jun 2008 06:58:36 -0400 http://www.inveslogic.com/sectors/directory/metals-place/1103896?rsstype=populararticles&cid=27 http://www.inveslogic.com/sectors/directory/etf-investor/1103603?rsstype=populararticles&cid=27 IntercontinentalExchange (NYSE: ICE) has appeared from virtually outof nowhere to become one of the major players in global futuresexchanges and over-the-counter [OTC] markets. ICE specializes inelectronic trading platforms and has certainly done its... Thu, 26 Jun 2008 01:46:43 -0400 http://www.inveslogic.com/sectors/directory/etf-investor/1103603?rsstype=populararticles&cid=27 http://www.inveslogic.com/sectors/directory/etf-investor/1103604?rsstype=populararticles&cid=27 Editor's Note: Rob Levin is a good reporter and a smart guy, butbefore he started writing for HAI, he knew very little aboutcommodities. In fact, that's why we hired him. One ofthe defining features of the current commodities boom is that it isbringi... Thu, 26 Jun 2008 01:42:46 -0400 http://www.inveslogic.com/sectors/directory/etf-investor/1103604?rsstype=populararticles&cid=27 http://www.inveslogic.com/sectors/directory/economists-view/1103513?rsstype=populararticles&cid=27 Tim Duy assesses today's decision from the FOMC to leave the target interest rate unchanged:Cutting It Down the Middle, by Tim Duy:Today s FOMC statement was largely in-line with expectations worries were tilted toward higher inflation risks, b... Wed, 25 Jun 2008 21:12:00 -0400 http://www.inveslogic.com/sectors/directory/economists-view/1103513?rsstype=populararticles&cid=27 http://www.inveslogic.com/sectors/directory/globe-and-mail-market-blog/1103458?rsstype=populararticles&cid=27 Here's Allan Robinson's At The Bell which you'll find in Thursday's newspaper:Swings in gold bullion during the past few weeks have been erratic, to say the least, as traders attempt to divine the course of the U.S. dollar and inflation; but investor... Wed, 25 Jun 2008 19:34:00 -0400 http://www.inveslogic.com/sectors/directory/globe-and-mail-market-blog/1103458?rsstype=populararticles&cid=27 http://www.inveslogic.com/sectors/directory/metals-place/1103455?rsstype=populararticles&cid=27 Prices end 1% lower on New York Mercantile Exchange on oil-price drop... Wed, 25 Jun 2008 17:24:38 -0400 http://www.inveslogic.com/sectors/directory/metals-place/1103455?rsstype=populararticles&cid=27 http://www.inveslogic.com/sectors/directory/economists-view/1103229?rsstype=populararticles&cid=27 The debate over whether speculation is an important factor in oil markets continues. Here's a round up of today's debate (so far):Jim Hamilton:How big a contribution could oil speculation be making?I do believe that speculation has beenanother factor... Wed, 25 Jun 2008 13:53:00 -0400 http://www.inveslogic.com/sectors/directory/economists-view/1103229?rsstype=populararticles&cid=27 http://www.inveslogic.com/sectors/directory/etf-investor/1103254?rsstype=populararticles&cid=27 Atwood Oceanics (ATW) is one of my oil sea drillers - this group continues to confound me in terms of valuation - many trade at 11-15x estimates even though the growth rates are 30-35%+. Blah, they are still valued as cyclical stocks. Anyhow, unlike ... Wed, 25 Jun 2008 12:51:16 -0400 http://www.inveslogic.com/sectors/directory/etf-investor/1103254?rsstype=populararticles&cid=27 http://www.inveslogic.com/sectors/directory/resource-investor-blog/1103313?rsstype=populararticles&cid=27 Reuters reports: Credit Suisse's UK thematic fund is moving away from commodity stocks to focus more on conservatively run companies with strong balance sheets and firms that gain from climate change and security issues. Even as oil and metal stocks ... Wed, 25 Jun 2008 12:07:00 -0400 http://www.inveslogic.com/sectors/directory/resource-investor-blog/1103313?rsstype=populararticles&cid=27 http://www.inveslogic.com/sectors/directory/fxstreet/1102977?rsstype=populararticles&cid=27 Dollar recovered ground after the unexpected increase in U.S. crude inventories, sending majors to the support and resistance levels mentioned earlier, as oil futures sank more than $4 a barrel, but is more likely to see a rebound around actual price... Wed, 25 Jun 2008 11:43:07 -0400 http://www.inveslogic.com/sectors/directory/fxstreet/1102977?rsstype=populararticles&cid=27 http://www.inveslogic.com/sectors/directory/etf-investor/1102967?rsstype=populararticles&cid=27 The market expects no change in the current 2.0% Fed funds rate at this afternoon's FOMC announcement. Looking out over the second half of this year, however, the Fed funds futures market anticipates higher rates. The December '08 contract is curren... Wed, 25 Jun 2008 10:39:02 -0400 http://www.inveslogic.com/sectors/directory/etf-investor/1102967?rsstype=populararticles&cid=27 http://www.inveslogic.com/sectors/directory/capital-spectator/1102913?rsstype=populararticles&cid=27 The market expects no change in the current 2.0% Fed funds rate at this afternoon's FOMC announcement. Looking out over the second half of this year, however, the Fed funds futures market anticipates higher rates. The December '08 contract is current... Wed, 25 Jun 2008 10:35:07 -0400 http://www.inveslogic.com/sectors/directory/capital-spectator/1102913?rsstype=populararticles&cid=27 http://www.inveslogic.com/sectors/directory/etf-investor/1102968?rsstype=populararticles&cid=27 By Brad ZiglerThis is the time of year that rose blossoms should be putting on a realshow. The bloom that once graced commodity exchange share prices (see Commodity Investing Through Exchange Shares ) however, has faded even though futures prices an... Wed, 25 Jun 2008 10:29:59 -0400 http://www.inveslogic.com/sectors/directory/etf-investor/1102968?rsstype=populararticles&cid=27 http://www.inveslogic.com/sectors/directory/etf-investor/1102971?rsstype=populararticles&cid=27 How badly did the Fed blow it? The purpose of easing rates was, ostensibly, to prevent a slowdown of the US economy. The effect of easing rates was to devalue the dollar and fuel a speculative bubble in commodities that has taken what few spare dol... Wed, 25 Jun 2008 10:13:57 -0400 http://www.inveslogic.com/sectors/directory/etf-investor/1102971?rsstype=populararticles&cid=27 http://www.inveslogic.com/sectors/directory/etf-investor/1102974?rsstype=populararticles&cid=27 Below we highlight 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 out of this area to the upside or downside mean the price is... Wed, 25 Jun 2008 10:10:55 -0400 http://www.inveslogic.com/sectors/directory/etf-investor/1102974?rsstype=populararticles&cid=27 http://www.inveslogic.com/sectors/directory/word-on-wall-streetant-and-sons/1103148?rsstype=populararticles&cid=27 The volatility so far during the session for the price of crude oil and airline sector stocks is just beginning. Crude futures fell as much as $5 after this morning s inventory report showed an increase rather than a 1.7 million barrel build in sup... Wed, 25 Jun 2008 09:29:48 -0400 http://www.inveslogic.com/sectors/directory/word-on-wall-streetant-and-sons/1103148?rsstype=populararticles&cid=27 http://www.inveslogic.com/sectors/directory/goldseek/1102716?rsstype=populararticles&cid=27 THE SPOT PRICE OF GOLD ticked lower in London on Wednesday, dropping $4 per ounce from last night's close as currency, bond and stock market traders awaited today's decision and statement on US interest rates from the Federal Reserve.... Wed, 25 Jun 2008 09:03:48 -0400 http://www.inveslogic.com/sectors/directory/goldseek/1102716?rsstype=populararticles&cid=27 http://www.inveslogic.com/sectors/directory/globe-and-mail-market-blog/1102771?rsstype=populararticles&cid=27 Wednesday is a day of waiting: Waiting for the U.S. Federal Reserve to make its announcement on interest rates in the afternoon and waiting for key technology company Research In Motion Ltd. to report its quarterly results at the end of trading. In t... Wed, 25 Jun 2008 08:40:00 -0400 http://www.inveslogic.com/sectors/directory/globe-and-mail-market-blog/1102771?rsstype=populararticles&cid=27 http://www.inveslogic.com/sectors/directory/resource-investor-blog/1103060?rsstype=populararticles&cid=27 Light, sweet crude for August delivery fell $4.86 to $132.14 on the New York Mercantile Exchange. In London, August Brent crude futures fell $3.93 to $132.53 a barrel on the ICE Futures exchange. In its weekly inventory report, the department's Energ... Wed, 25 Jun 2008 07:08:00 -0400 http://www.inveslogic.com/sectors/directory/resource-investor-blog/1103060?rsstype=populararticles&cid=27 http://www.inveslogic.com/sectors/directory/metals-place/1102753?rsstype=populararticles&cid=27 Governments would be foolish to limit participation in commodity markets and curb speculation because prices are based on supply and demand, London Metal Exchange Chief Executive Officer Martin Abbott said.... Wed, 25 Jun 2008 06:55:09 -0400 http://www.inveslogic.com/sectors/directory/metals-place/1102753?rsstype=populararticles&cid=27 http://www.inveslogic.com/sectors/directory/resource-investor-blog/1103061?rsstype=populararticles&cid=27 AP reports: The Commerce Department reported Wednesday that 512,000 new homes were sold in May, down 2.5% from the April level, with the median price of a new home sold falling to $231,000, down 5.7% from a year ago. The Commerce Department also repo... Wed, 25 Jun 2008 06:00:00 -0400 http://www.inveslogic.com/sectors/directory/resource-investor-blog/1103061?rsstype=populararticles&cid=27 http://www.inveslogic.com/sectors/directory/etf-investor/1102511?rsstype=populararticles&cid=27 In my recent series of articles highlighting high yield stocks without the false/at-risk dividend rate of falling financial stocks, I want to highlight an agricultural up and comer yielding 12% (perhaps heading a bit lower in the future though...read... Wed, 25 Jun 2008 04:15:23 -0400 http://www.inveslogic.com/sectors/directory/etf-investor/1102511?rsstype=populararticles&cid=27 http://www.inveslogic.com/sectors/directory/etf-investor/1102516?rsstype=populararticles&cid=27 The Federal Reserve has maintained a laissez-faire approach towards inflation, using the lack of pass through evidence as the basis in defending their position.After raising prices 20% last month, Dow Chemical (DOW) announced yesterday morning ... Wed, 25 Jun 2008 04:03:11 -0400 http://www.inveslogic.com/sectors/directory/etf-investor/1102516?rsstype=populararticles&cid=27 http://www.inveslogic.com/sectors/directory/economists-view/1102416?rsstype=populararticles&cid=27 Paul Krugman with even more on speculation:Speculation and Signatures, by Paul Krugman: I m trying to get my own thoughts on the oil stuff clear; so for the econowonks, atiny theoretical paper for your enjoyment and/or detestation.After reading the... Tue, 24 Jun 2008 21:03:00 -0400 http://www.inveslogic.com/sectors/directory/economists-view/1102416?rsstype=populararticles&cid=27 http://www.inveslogic.com/sectors/directory/etf-investor/1102083?rsstype=populararticles&cid=27 Record high commodity prices could encourage firms to integrate with their suppliers, Oxford Analytica says in a new report. High input prices represent a risk to the security of every firm s supply chain. In the context of volatile markets, credit... Tue, 24 Jun 2008 15:36:08 -0400 http://www.inveslogic.com/sectors/directory/etf-investor/1102083?rsstype=populararticles&cid=27 http://www.inveslogic.com/sectors/directory/economists-view/1102074?rsstype=populararticles&cid=27 Thomas Palley takes a contrary position on speculation and oil prices:Beating the Oil Barons, by Thomas Palley: Over the past eighteen months, oil prices have more than doubled, inflicting huge costs on the global economy. Strong global demand, owing... Tue, 24 Jun 2008 15:15:00 -0400 http://www.inveslogic.com/sectors/directory/economists-view/1102074?rsstype=populararticles&cid=27 http://www.inveslogic.com/sectors/directory/resource-investor-blog/1102373?rsstype=populararticles&cid=27 The August gold contract closed up $4.40 at $891.60 an ounce on the New York Mercantile Exchange.... Tue, 24 Jun 2008 14:09:00 -0400 http://www.inveslogic.com/sectors/directory/resource-investor-blog/1102373?rsstype=populararticles&cid=27 http://www.inveslogic.com/sectors/directory/goldseek/1102117?rsstype=populararticles&cid=27 In a long week in which attempts to lower the oil price and talks about the $ were disappointed[ G-8 meeting and the oil producer s meeting in Saudi Arabia], the threat of much higher oil prices, a weaker $ and perhaps a vicious fall in the equity ... Tue, 24 Jun 2008 12:46:13 -0400 http://www.inveslogic.com/sectors/directory/goldseek/1102117?rsstype=populararticles&cid=27 http://www.inveslogic.com/sectors/directory/etf-investor/1101736?rsstype=populararticles&cid=27 The U.S. Federal Reserve will be in the spotlight again this week - and not because of those speaking engagements that seem to help whipsaw investor emotions. Tuesday and Wednesday, central bank Chairman Ben S. Bernanke will meet with his fellow poli... Tue, 24 Jun 2008 10:11:04 -0400 http://www.inveslogic.com/sectors/directory/etf-investor/1101736?rsstype=populararticles&cid=27 http://www.inveslogic.com/sectors/directory/etf-investor/1101745?rsstype=populararticles&cid=27 We have long held that the infrastructure needs of nations such as the USA, China, the European Union, Russia and India would put massive demands on specific material providers and open the door for mega-contracts for companies that provide infrastru... Tue, 24 Jun 2008 09:05:56 -0400 http://www.inveslogic.com/sectors/directory/etf-investor/1101745?rsstype=populararticles&cid=27 http://www.inveslogic.com/sectors/directory/globe-and-mail-market-blog/1101844?rsstype=populararticles&cid=27 Despite noises that producers and regulators are going to get serious about tying a lead weight around the surging price of oil, crude oil prices continued to rise on Tuesday, putting fragile stock markets on edge.North American stock index futures w... Tue, 24 Jun 2008 08:43:00 -0400 http://www.inveslogic.com/sectors/directory/globe-and-mail-market-blog/1101844?rsstype=populararticles&cid=27 http://www.inveslogic.com/sectors/directory/etf-investor/1101753?rsstype=populararticles&cid=27 Deutsche Bank is out positive on Bunge (BG) following the acquisition of Corn Products (CPO) noting the steep drop in Bunge's stock yesterday, despite a 31% increase in guidance, was an obvious sign that investors generally do not favor the deal.The ... Tue, 24 Jun 2008 08:32:33 -0400 http://www.inveslogic.com/sectors/directory/etf-investor/1101753?rsstype=populararticles&cid=27 http://www.inveslogic.com/sectors/directory/etf-investor/1101754?rsstype=populararticles&cid=27 A report on the front page of the Financial Times this morning says that Chinese steelmakers have agreed to pay Anglo-Australian miner Rio Tinto (RTP) up to 96.5% more for their ore supplies this year, the largest ever annual increase and well abov... Tue, 24 Jun 2008 08:31:11 -0400 http://www.inveslogic.com/sectors/directory/etf-investor/1101754?rsstype=populararticles&cid=27 http://www.inveslogic.com/sectors/directory/metals-place/1101600?rsstype=populararticles&cid=27 Prices of mild steel ingots on Saturday declined marginally by up to 0.3 per cent on the domestic futures market on slight profit booking. However, analysts expect market to remain bullish on firm global trends.... Tue, 24 Jun 2008 07:03:28 -0400 http://www.inveslogic.com/sectors/directory/metals-place/1101600?rsstype=populararticles&cid=27 http://www.inveslogic.com/sectors/directory/etf-investor/1101530?rsstype=populararticles&cid=27 What headlines are you reading? Tiger Woods winning the US Open with a fractured leg, the Celtics winning their 1st NBA championship since 1986 or, perhaps, the effects of the floods in the Midwest causing food prices to spike to record levels, o... Tue, 24 Jun 2008 06:25:26 -0400 http://www.inveslogic.com/sectors/directory/etf-investor/1101530?rsstype=populararticles&cid=27 http://www.inveslogic.com/sectors/directory/etf-investor/1101540?rsstype=populararticles&cid=27 Over the past few months, the US Federal Reserve, amid much fanfare, has lowered the benchmark interest rate from 5.25% to 2%. This loose policy was lauded by those in the financial media as being the right thing to do to prop up the economy, and ban... Tue, 24 Jun 2008 06:09:36 -0400 http://www.inveslogic.com/sectors/directory/etf-investor/1101540?rsstype=populararticles&cid=27