http://www.inveslogic.com/tags/commodity Blog Articles Tagged with 'commodity' at http://www.inveslogic.com en http://www.inveslogic.com/sectors/directory/etf-investor/1105257?rsstype=tag&tag=commodity 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=tag&tag=commodity http://www.inveslogic.com/sectors/directory/oil-drum/1105101?rsstype=tag&tag=commodity 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... Tue, 01 Jul 2008 10:40:02 -0400 http://www.inveslogic.com/sectors/directory/oil-drum/1105101?rsstype=tag&tag=commodity http://www.inveslogic.com/sectors/directory/oil-drum/1105103?rsstype=tag&tag=commodity 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... Tue, 01 Jul 2008 09:11:07 -0400 http://www.inveslogic.com/sectors/directory/oil-drum/1105103?rsstype=tag&tag=commodity http://www.inveslogic.com/sectors/directory/resource-investor-blog/1105153?rsstype=tag&tag=commodity 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... Tue, 01 Jul 2008 08:12:00 -0400 http://www.inveslogic.com/sectors/directory/resource-investor-blog/1105153?rsstype=tag&tag=commodity http://www.inveslogic.com/sectors/directory/big-picture/1104498?rsstype=tag&tag=commodity 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... Mon, 30 Jun 2008 13:00:00 -0400 http://www.inveslogic.com/sectors/directory/big-picture/1104498?rsstype=tag&tag=commodity http://www.inveslogic.com/sectors/directory/oil-drum/1105107?rsstype=tag&tag=commodity 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 ... Mon, 30 Jun 2008 09:06:41 -0400 http://www.inveslogic.com/sectors/directory/oil-drum/1105107?rsstype=tag&tag=commodity http://www.inveslogic.com/sectors/directory/energy-outlook/1104695?rsstype=tag&tag=commodity Over the course of the last year, speculation has become a primary focus of concerns about the rapid increase in oil prices. For a Congress under intense pressure from constituents to address energy prices, regulating speculation in energy commoditie... Fri, 27 Jun 2008 11:06:00 -0400 http://www.inveslogic.com/sectors/directory/energy-outlook/1104695?rsstype=tag&tag=commodity http://www.inveslogic.com/sectors/directory/between-the-hedges/1104487?rsstype=tag&tag=commodity 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=tag&tag=commodity http://www.inveslogic.com/sectors/directory/resource-investor-blog/1104245?rsstype=tag&tag=commodity 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=tag&tag=commodity http://www.inveslogic.com/sectors/directory/resource-investor-blog/1104248?rsstype=tag&tag=commodity Commodity Online reports:In an unprecedented development, Uganda, Kenya and Tanzania have decided to suspend trade in and export of metal scrap to curb thievery in the respective countries. Following the rise in metal scrap prices, several countries ... Thu, 26 Jun 2008 08:34:00 -0400 http://www.inveslogic.com/sectors/directory/resource-investor-blog/1104248?rsstype=tag&tag=commodity http://www.inveslogic.com/sectors/directory/etf-investor/1103809?rsstype=tag&tag=commodity 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=tag&tag=commodity http://www.inveslogic.com/sectors/directory/etf-investor/1103820?rsstype=tag&tag=commodity Bud prepares for brawl. Sources say Anheuser-Busch (BUD) is preparing itself to fight InBev's unsolicited $46.5B bid. Management will argue the bid undervalues the company, and will present shareholders with its strategic outlook, including selling... Thu, 26 Jun 2008 07:21:57 -0400 http://www.inveslogic.com/sectors/directory/etf-investor/1103820?rsstype=tag&tag=commodity http://www.inveslogic.com/sectors/directory/etf-investor/1103822?rsstype=tag&tag=commodity Bud prepares for brawl. Sources say Anheuser-Busch (BUD) is preparing itself to fight InBev's unsolicited $46.5B bid. Management will argue the bid undervalues the company, and will present shareholders with its strategic outlook, including selling... Thu, 26 Jun 2008 07:19:57 -0400 http://www.inveslogic.com/sectors/directory/etf-investor/1103822?rsstype=tag&tag=commodity http://www.inveslogic.com/sectors/directory/etf-investor/1103825?rsstype=tag&tag=commodity 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=tag&tag=commodity http://www.inveslogic.com/sectors/directory/metals-place/1103896?rsstype=tag&tag=commodity 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=tag&tag=commodity http://www.inveslogic.com/sectors/directory/etf-investor/1103667?rsstype=tag&tag=commodity Kind of like PowerShares launching their private equity ETFs, does the slew of new commodity ETFs signal a top? In my inbox Wednesday:iPath Global Carbon (GRN) iPath Dow Jones-AIG Softs Total Return Sub-Index (JJS) iPath Dow Jones-AIG Precious ... Thu, 26 Jun 2008 03:27:37 -0400 http://www.inveslogic.com/sectors/directory/etf-investor/1103667?rsstype=tag&tag=commodity http://www.inveslogic.com/sectors/directory/economists-view/1103513?rsstype=tag&tag=commodity 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=tag&tag=commodity http://www.inveslogic.com/sectors/directory/globe-and-mail-market-blog/1103458?rsstype=tag&tag=commodity 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=tag&tag=commodity http://www.inveslogic.com/sectors/directory/economists-view/1103423?rsstype=tag&tag=commodity I asked a question at the end of this post. Arnold Kling answers:Mark Thoma's Question, by Arnold Kling:He asks,how do you explain the large run up in, say, agricultural commodities which cannot be left in the ground until later? Interesting questi... Wed, 25 Jun 2008 19:32:00 -0400 http://www.inveslogic.com/sectors/directory/economists-view/1103423?rsstype=tag&tag=commodity http://www.inveslogic.com/sectors/directory/economists-view/1103228?rsstype=tag&tag=commodity As expected, the FOMC left the target federal funds rate unchanged:Press Release, Release Date: June 25, 2008 The Federal Open Market Committee decided today to keep its target for the federal funds rate at 2 percent.Recent information indicates that... Wed, 25 Jun 2008 15:06:00 -0400 http://www.inveslogic.com/sectors/directory/economists-view/1103228?rsstype=tag&tag=commodity