Metals

Mar 13, 2011 at 10:44 | Ronald Stoeferle

There are massive discrepancies between the contracts based on gold price quotations at the COMEX and the price of physical gold. At the moment physical gold commands a premium of…

Mar 11, 2011 at 11:34 | Ronald Stoeferle

A central pillar of the Dow Theory is the description of the phases of a bull market. According to Dow the three phases reflect the confidence of the investors: - 1.…

Mar 10, 2011 at 07:59 | Stuart Burns

An interesting article in the New York Times last week looked at Chinese plans to release details this month of its new five-year plan for energy conservation. The issue…

Mar 08, 2011 at 20:49 | Mad Hedge Fund Trader

Last week, I saw silver rise $1 in one day. I remember when the white metal’s total cost was $1! Investment demand is overwhelming industrial demand by a large margin.…

Mar 08, 2011 at 15:00 | Jeb Handwerger

The Middle East Turmoil has created a sell off in equities and a run to the safe haven assets of precious metals and oil.  Even though rare earth prices are…

Mar 08, 2011 at 07:35 | Stuart Burns

It is tempting to look at the events in Tunisia, Egypt and Libya and, as shocking as the loss of life and bloodshed have been, at least console ourselves that…

Mar 07, 2011 at 08:52 | Stuart Burns

How should stainless consumers plan their product design and view material purchasing options strategically in the face of such a strong nickel price? It is no secret that during the…

Mar 07, 2011 at 08:37 | Andy Soos

Deep sea mining is a relatively new mineral retrieval process that takes place on the ocean floor. Ocean mining sites are usually around large areas of polymetallic nodules or active…

Mar 04, 2011 at 08:55 | Mad Hedge Fund Trader

You would think that with oil crisis levitating over $100/barrel and gasoline continuing its relentless march towards $5/gallon, farmers would be wringing their hands, wondering how they can afford the…

Mar 04, 2011 at 08:48 | Taras Berezowsky

While there’s considerable focus on silver regarding what returns it can gain as an investment asset and as a hedging tool – both valid applications, amidst sovereign debt risks and…

Jun 23, 2010 at 19:00 | Mad Hedge Fund Trader

OK, I can’t stand it anymore. After staying out of the agricultural sector for the past six months I’m going back in. I’m not betting the farm, mind you. I…

Mar 02, 2011 at 21:45 | Mad Hedge Fund Trader

The “Oracle of Omaha” expounded at length today on why he despises the barbarous relic. The sage doesn’t really care if the yellow metal hit an all-time high today of…

Feb 25, 2011 at 07:44 | David Caploe PhD

Rising food prices have driven an estimated 44 million people into poverty in developing countries since last June as food costs continue to rise to near 2008 levels, according to…

Feb 23, 2011 at 07:31 | Business Insider

As political turmoil and violent social unrest continue to plague Libya, a massive economic mushroom cloud has emerged in the form of unprecedented upward price momentum across the broad spectrum…

Feb 22, 2011 at 20:36 | Mad Hedge Fund Trader

In January, I wimped out of my hefty long position in the grain ETF (JJG), hoping to sidestep a potential sell off going into a dreaded US Department of Agriculture…

Feb 21, 2011 at 08:42 | Gail Tverberg

Rising food prices, crowned by a recent record high spike and chronicled in the graph below, have played a role in triggering the spread of unrest that we’ve witnessed recently…

Feb 20, 2011 at 19:36 | Mad Hedge Fund Trader

Pack your portfolios with agricultural plays like Potash (POT), Mosaic (MOS), and Agrium (AGU) if Dr. Paul Ehrlich is just partially right about the impending collapse in the world’s food…

Feb 16, 2011 at 08:37 | Business Insider

Precious metals have certainly caught a lot of attention in the past year or so.  Whether it has been related to the ongoing Euro crisis, consistent/persistent inflation expectations throughout the…

Feb 14, 2011 at 07:10 | Wall St. Cheat Sheet

The mainstream press loves to talk about emerging market demand as a cause of inflation, rising prices and the bull market in commodities. Did emerging markets suddenly begin demanding food,…

Feb 11, 2011 at 07:50 | Business Insider

High prices do not mean a bubbles. High prices are just high prices. Humans are horrible at best in predicting either the frequency or the magnitude of such moves, yet…