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Commodities Briefing - Category | Investment more

Commodity assets expand for first time since August after rally

Posted on 18 March 2014 by VRS  |  Email |Print

Commodity investments grew for the first time since August as prices of coffee to cocoa to hogs surged, and the trend may continue, Barclays Plc said. Raw-materials assets under management expanded $13 billion last month to $327 billion, with exchange traded products gaining $6 billion, the bank said.
Investors added $2 billion to commodities from precious metals to agriculture and energy, while rising prices also boosted the assets. The Standard & Poor’s GSCI gauge of 24 raw materials rose 4.4 percent last month, the most since July………………………………………..Full Article: Source

Time to reconsider commodities?

Posted on 18 March 2014 by VRS  |  Email |Print

Last year the so-called commodities “supercycle” was widely declared dead, but with price drops – and investors more optimistic about the global economy on the whole – it may be worth rethinking shunning this sector.
From the late 1990s to the 2008 crisis, the price of oil rose 1,062%, while copper shot up 487%, according to investment house Pimco. Behind this meteoric rise were emerging markets where wealth was growing quickly, causing increased demand for food, energy and the inputs of industrialisation and urbanisation………………………………………..Full Article: Source

With volatile commodities, ETFs offer a way in

Posted on 17 March 2014 by VRS  |  Email |Print

149 commodity exchange-traded funds out there but just a handful are broadly diversified. Coffee is up 80% this year. Lean hogs are up 28%. Corn is up 13%. Gold is up 12%. Most of these same commodities were down last year, and any of them could fall at the drop of a hat.
So how do rational investors participate in the upside for unpredictable commodities without losing their all-cotton shirts? One approach is to invest in a diversified basket of commodities. That lowers the chance of a big loss and adds diversification to an investment portfolio, since commodities tend not to track the stock market. While there are 149 commodity ETFs, only a handful are broadly diversified………………………………………..Full Article: Source

Three reasons to buy gold now

Posted on 13 March 2014 by VRS  |  Email |Print

When it comes to gold bullion prices, despite their mere 10% climb since the beginning of 2012, I wouldn’t be at all surprised to see gold bullion prices increase even further. With this, companies producing or looking for the precious metal are still presenting a great buying opportunity.
Let me explain… We see demand for gold bullion continues to increase, and at the same time, supply constraints are slowly starting to show. This is something I have been talking about for some time now and at the very core, it is the perfect recipe for higher gold bullion prices ahead………………………………………..Full Article: Source

Is the copper crash an opportunity or a crisis?

Posted on 13 March 2014 by VRS  |  Email |Print

Copper has been getting a lot of attention as of late. A severe breakdown took place just over the last few days, and media outlet after media outlet is putting a spotlight on the metal. Because copper is so pervasive in industrial production and infrastructure building, the argument goes that its price movement can be indicative of future global growth expectations, particularly in China, which is, at the margin, the largest consumer of all.
In the case of China, copper (and other commodities) have often been used as collateral for lenders, which makes the potential for “margin calls” on the ground high when prices crater and the value of that collateral drops………………………………………..Full Article: Source

El Niño warning puts farmers and commodities investors on alert

Posted on 12 March 2014 by VRS  |  Email |Print

Commodities investors and farmers are on alert after the third official warning in a week of an El Niño weather phenomenon emerging that could affect food and energy markets already reeling from extreme weather in many parts of the world.
El Niño refers to a warming of Pacific sea surface temperatures that occurs naturally every few years and can trigger drought in some parts of the world and floods in others, depending on its strength………………………………………..Full Article: Source

Time to take profits from gold and run: CIBC

Posted on 12 March 2014 by VRS  |  Email |Print

After a strong run-up in gold prices this year, analysts at CIBC World Markets are recommending investors take money off the table. The precious metal has spiked 10% this year, following a crushing 28% decline last year that put an end to a 12-year bull market. CIBC last year called for gold prices to reach US$1,350 an ounce in 2014, a level they quickly achieved last month.
But CIBC said “the returns no longer justify the risk” now that gold has hit that price point………………………………………..Full Article: Source

Gold’s bull days are back?

Posted on 12 March 2014 by VRS  |  Email |Print

Gold is coming back with a vengeance, experiencing a clear recovery and grabbing the attention of market cynics. Analysts from Noruma Securities even upgraded its outlook for gold, expecting bullion to climb over the next three years, according to Barron’s.
Nomura analysts attribute their increased gold forecast to real interest rates that “don’t seem to be heading anywhere at the moment.” In addition, there appears to be “long-term demand support from Asian nominal income growth, an evolving post-QE macroeconomic environment and lower disinvestment potential.”……………………………………….Full Article: Source

Commodities could see a return to the top in 2014

Posted on 11 March 2014 by VRS  |  Email |Print

On any investment metric, commodities suffered badly in 2013. The highlight for many being the slump in the gold price from a high of $1,693 (£1,012) an ounce in January 2013 to $1,266 by the end of the year.
On a broader view, the MSCI World Metals and Mining index also struggled woefully in 2013 with a loss of 16.41 per cent compared with the positive return of 24.32 per cent from the MSCI World index. But with the gold price refusing to stay below $1,200 an ounce, and even creeping up to a high of $1,320 on February 14 2014, could this be the start of a turnaround in the sector?……………………………………….Full Article: Source

Get all of your commodities in one basket

Posted on 11 March 2014 by VRS  |  Email |Print

Coffee is up 80 percent this year. Lean hogs are up 28 percent. Corn is up 13 percent. Gold is up 12 percent. Most of these same commodities were down last year, and any of them could fall at the drop of a hat. So how do rational investors participate in the upside for unpredictable commodities without losing their all-cotton shirts?
One approach is to invest in a diversified basket of commodities. That lowers the chance of a big loss and adds diversification to an investment portfolio, since commodities tend not to track the stock market. While there are 149 commodity ETFs, only a handful are broadly diversified. ……………………………………….Full Article: Source

Influential investor Jim Rogers talks commodities and Japanese stocks

Posted on 11 March 2014 by VRS  |  Email |Print

Maverick investor Jim Rogers founded the Quantum Fund hedge fund in 1973 along with George Soros. Rogers made his fortune early and retired at 37. He later traveled on a motorbike around the world in 1990, and then visited six continents over three years in 2003, chronicling his adventures in books.
Around 2005 he relocated with his family to Singapore, partly so his daughters could learn Mandarin Chinese during childhood. In talks, Rogers emphasized China’s rise to economic dominance in the early 2000s and penned “Hot Commodities” (2004), which painted China as a massive consumer of natural resources in coming years………………………………………..Full Article: Source

Making green from gold, palladium and pollution

Posted on 10 March 2014 by VRS  |  Email |Print

Gold is coming back with a vengeance, experiencing a clear recovery and grabbing the attention of market cynics. Analysts from Noruma Securities even upgraded its outlook for gold, expecting bullion to climb over the next three years, according to Barron’s: U.S. Global Investors.
Nomura analysts attribute their increased gold forecast to real interest rates that “don’t seem to be heading anywhere at the moment.” In addition, there appears to be “long-term demand support from Asian nominal income growth, an evolving post-QE macroeconomic environment and lower disinvestment potential.”……………………………………….Full Article: Source

Can gold be a better investment than cash?

Posted on 10 March 2014 by VRS  |  Email |Print

‘Why do you invest in gold, when it doesn’t pay interest?’ This is one of the most frequently asked questions when it comes to gold investment discussions. Goldmay not pay interest but neither, it seems, do the banks.
Today the Bank of England’s MPC met for their monthly bank-rate setting meeting. This was the 60thmeeting since they first set rates at the record low of 0.5%, five years ago. Savers’ campaign group Save Our Savers estimates that since the first rate cut to 0.5% on the March 5, 2009, savers have lost ‘a staggering £326 billion………………………………………..Full Article: Source

Investors wary of commodity gains despite new money

Posted on 27 February 2014 by VRS  |  Email |Print

A new burst of investment in commodities after a hellish 2013 is expected to fizzle out in coming months, with investors alert to the fickle nature of rallies across basic resources such as gold and agriculture.
The 19-commodity Thomson Reuters/Core Commodity Index has gained 6.6 percent in February, its biggest monthly increase since October 2011, and up nearly 8 percent this year. It has outperformed global equities, based on MSCI’s all world index, which has flatlined so far in 2014………………………………………..Full Article: Source

Commodities investing is still fundamentally sound

Posted on 26 February 2014 by VRS  |  Email |Print

Globally, commodity assets under management plummeted from $418 billion at the end of 2012 to just $319 billion by the end of 2013, according to a February 14 report by analysts at Barclays. During the past few years, numerous commodity hedge funds have been forced to close amid disappointing returns, while December 2013 saw the largest monthly outflow from commodity index products since late 2011.
Nonetheless, commodities enjoyed a “surprisingly strong” start to 2014, helped by the impact of sub-zero temperatures on US natural gas and reduced supplies of precious metals due to a miners’ strike in South Africa………………………………………..Full Article: Source

Should I invest in commodities?

Posted on 26 February 2014 by VRS  |  Email |Print

You’ve got stocks, bonds, ETFs and cash in your portfolio - but what about commodities? Do they belong alongside your other investments, and if so, how much money should you allocate to them?
This can be a very confusing question, especially for inexperienced or young investors. Some might also believe that you have to trade risky futures contracts just to invest in commodities. However, there are actually a wide range of available investment options available, making it much easier………………………………………..Full Article: Source

Senator urges curbs on banks buying commodities

Posted on 26 February 2014 by VRS  |  Email |Print

Ohio Sen. Sherrod Brown on Tuesday said he pushed a pair of nominees for key regulatory posts to take steps to deter big banks from owning and storing oil, aluminum and other key commodities. Brown, chairman of a Senate panel that monitors financial institutions, has been urging regulators to crack down on behavior that could lead to higher prices for consumers.
Some large banks buy and hold commodities in a strategy that can lead to higher prices for things such as beer, canned food or fuel. Brown met with Chris Giancarlo and Sharon Bowen as they made the rounds among senators after their nomination to the Commodities Future Trading Commission. ……………………………………….Full Article: Source

Three reasons to buy gold now

Posted on 25 February 2014 by VRS  |  Email |Print

Most people buy gold as a reaction to the uncertainty around them. Gold in a synonym for wealth and money even though in the modern world it is neither. In an economy where a recently founded vendor of chat software WhatsApp can be worth to Facebook around 14% of the annual gold production, gold for practical purposes has long lost its central place in the global economy.
Money, of which gold was the first iteration, is increasingly becoming more abstract and there is just not enough of it around to fund the liquidity needs of global money………………………………………..Full Article: Source

Can physical demand boost gold during traditionally dour March?

Posted on 25 February 2014 by VRS  |  Email |Print

Gold investors relived by the yellow metal’s strong performance in February, have good reason to take the 7% rise this month as a good portend - historically, February is not a good month for gold. According to UBS, which looked at historical data from the mid-1970s to today, February is usually a weak month for gold returns, “although percentage declines are generally modest on average.”
Indeed, the bank notes, this is not the only seasonal trend that’s at odds with historical norms. “On the physical side, Chinese demand remained strong in February even after the New Year holidays, defying its typical seasonal post-holiday lull.”……………………………………….Full Article: Source

Hedge funds place largest bullish bets on commodities since 2011

Posted on 24 February 2014 by VRS  |  Email |Print

Hedge funds plowed into gold and crude oil as prices rallied this week, driving the bullish money wagered by commodity speculators to the highest level since 2011, data showed on Friday. Gasoline, natural gas and soybeans were other commodities that attracted huge buying during the week that ended Feb. 18, according to the data from the Commodity Futures Trading Commission.
The net-long or bullish money held by hedge funds and other speculators across 22 U.S. commodity markets rose to $119.5 billion in the Feb. 18 week from $102 billion during the week to Feb. 11, Reuters calculations of the CFTC data showed………………………………………..Full Article: Source

Commodities ‘great place to be’

Posted on 24 February 2014 by VRS  |  Email |Print

The economy would benefit from a long-term rise in world commodity prices, driven by the rising middle classes of the world, Goldman Sachs president Gary Cohn said. “You are a commodity-rich nation which is becoming even more richer with all the LNG you are investing in,” said Mr Cohn, who is visiting Australia for the G20 meeting in Sydney.
“You have abundant supply of iron ore, coal and LNG. Not only is Australia a consumer of resources but you are a huge exporter, so you have this double leverage to the commodity cycle.”……………………………………….Full Article: Source

Big spikes for coffee and natgas show end of commodity correlation

Posted on 21 February 2014 by VRS  |  Email |Print

Investors looking for more evidence that a years-long correlation between commodity prices and financial markets is well and truly dead have found it this year in two of the industry’s more remote corners.
Fueled by extreme weather conditions in both hemispheres, benchmark U.S. natural gas and coffee futures prices have surged about 50 percent this year, after languishing out of favor for years………………………………………..Full Article: Source

Upside for oil appears limited, but investments in oil markets aren’t

Posted on 20 February 2014 by VRS  |  Email |Print

Oil prices have rallied back to the $100.00-per-barrel level on some near-term supply and inventory concerns. While the upside move is rewarding the buyers of oil stocks, I don’t think oil prices are set for an extended rally.
The chart of the West Texas Intermediate (WTI) crude oil shows oil prices bouncing higher after the formation of a bullish double bottom, based on my technical analysis. And while oil prices can head higher on the chart, I just don’t see any moves being sustainable………………………………………..Full Article: Source

Secrets of diamond investing

Posted on 20 February 2014 by VRS  |  Email |Print

How can I track diamond prices real-time? Since there not a centralized spot or futures market for diamonds, “real-time pricing” does not exist the way that it does for stocks or fungible commodities.
Given the unique characteristics of each diamond, there is technically a separate market for each category of diamond, of which there can be upwards of 12,000 categories. There is also a separate market for rough and polished diamonds. That said, there are still ways to actively track diamond prices………………………………………..Full Article: Source

Quant funds feel investor bite after underperforming

Posted on 19 February 2014 by VRS  |  Email |Print

Investors are losing patience with hedge-fund managers who rely on computers to follow global market trends after three years of underperformance. Quantitative hedge funds run by companies such as Man Group Plc (EMG) and Michael Platt’s BlueCrest Capital Management LLP saw investors pull $4.9 billion in the last three months of 2013, the most in five years, according to Chicago-based data provider Hedge Fund Research Inc.
That followed outflows of $1.1 billion in the second quarter and $668 million in the third, HFR said………………………………………..Full Article: Source

How much should you be investing in gold?

Posted on 18 February 2014 by VRS  |  Email |Print

Gold should be seen as one of the numerous investment options for accumulating wealth. The price of gold, which is primarily a commodity, tends to rise over time. Since investors do not adjust the price for inflation, they see the increase as positive. Kumar should understand that the longterm return from gold could be the same as the rate of inflation.
However, the prices of assets are not always driven by long-term trends. There are short-term events that can move the price significantly above or below the long-term average. Gold is valued for its ability to act as a substitute for any other asset, including currency. Therefore, the demand for gold rises when all other assets, such as equity, debt and currency, are falling………………………………………..Full Article: Source

Are commodities safe yet?

Posted on 17 February 2014 by VRS  |  Email |Print

After watching commodities take a beating over the past three years, investors may want to consider carefully treading back into the sector, financial advisers say. The average U.S. commodity-focused mutual fund and exchange-traded fund has gained 2.2% in 2014 through Thursday, according to Chicago-based investment-research firm Morningstar. Meanwhile, blue-chip stocks, as represented by shares of the SPDR S&P 500 ETF Trust, are down 0.91% over that period.
“Commodities still need to be approached with caution,” says Stephen Jury, global head of currencies and commodities at J.P. Morgan Private Bank in New York, which oversees $977 billion. “They’re not ready for another bull run.”……………………………………….Full Article: Source

Where to look for commodities gains in the year ahead

Posted on 13 February 2014 by VRS  |  Email |Print

Many analysts have postulated that the so-called commodity super-cycle popped back in 2008 when the global economy collapsed. If it didn’t then, you can definitely make the case that it has over the last year or so.
As many emerging market economies have seen growth dwindle, so has overall commodity demand. Funds tracking various natural resources futures contracts- like the popular PowerShares DB Commodity Index Tracking –still haven’t recovered from their former glory-day highs………………………………………..Full Article: Source

Commodities investing down but not out, Masters says

Posted on 13 February 2014 by VRS  |  Email |Print

Despite the current lack of enthusiasm for commodity investing, veteran oil trader Daniel Masters sees light at the end of the tunnel. Masters, co-founder and portfolio manager at Global Advisors, a Jersey-based hedge fund focusing on commodities, acknowledges that commodity funds have fallen on hard times recently, but argues that the market will soon hit bottom and savvy investors will return.
“In the very, very short term, we maintain an active participation in the commodity business, but we understand and we reflect the current apathy about commodities,” says Masters, a former head of JP Morgan’s global energy trading business………………………………………..Full Article: Source

Platinum tops investors’ commodities picks

Posted on 13 February 2014 by VRS  |  Email |Print

Commodities’ poor form last year has not scared off investors with many still intending to buy industrial metals in 2014, according to an ETF Securities survey. Many of the 450 investment professionals surveyed at the four ETF Securities Annual Commodity Investment conferences in Europe last week still saw commodities as a “favoured asset class”, ETF Securities says.
A fifth of conference delegates said commodities were one of their top three picks for the year. ETF Securities head of research Nicholas Brooks says most investors surveyed expected robust global growth, led by the recovering US………………………………………..Full Article: Source

Advisers see opportunities in select commodities

Posted on 12 February 2014 by VRS  |  Email |Print

To many investors, 2008’s global financial crisis marked an end to the so-called commodity supercycle of double-digit annual growth since the late 1990s. More than five years later, investors still remain cautious about commodity funds, which have lagged behind the broader market.
But many financial advisers say they aren’t ready to give up on the asset class, noting some select segments offer growth opportunities as the global economy improves………………………………………..Full Article: Source

Buy while the price of gold is still supressed - Levenstein

Posted on 05 February 2014 by VRS  |  Email |Print

As gold prices continue to hover around the $1240 an ounce level, demand for the physical metal remains extremely robust especially demand from China. Yet, despite reports of strong demand, prices still seem to be taking the lead from traders reacting to announcements from central banks, particularly the US Federal Reserve and certain non-related economic news.
After gaining for most of the month, the price of gold notched up its first weekly drop in six due to further signs of U.S. economic growth, concerns over the U.S. Federal Reserve’s withdrawal of monetary stimulus and a slump in Chinese demand………………………………………..Full Article: Source

Silver price “needs investment” to rally

Posted on 05 February 2014 by VRS  |  Email |Print

Silver demand in 2014 is likely to be “helped” by continued recovery in the global economy, says a leading analyst, but the price will continue to rely on investment if it’s to move higher.
“A recovering global economy will help boost silver demand,” writes Dr.David Jollie, precious metals analyst at Japanese trading house Mitsui. But while “economic growth is certainly positive for silver, [it] is unlikely to be enough to drive significant price strength alone.”……………………………………….Full Article: Source

Could gold surprise investors in 2014?

Posted on 04 February 2014 by VRS  |  Email |Print

The demand for gold bullion is increasing. Each day there’s more evidence that suggests this phenomenon will continue. We see consumers buying gold bullion across the global economy. As a result, mints are working in overdrive mode to meet this demand and gold storage facilities are looking to add more vaults.
The Brinks Company (NYSE/BCO), UBS AG (NYSE/UBS), and Deutsche Bank Aktiengesellschaft (NYSE/DB) are opening new vaults in Asia. What’s their reasoning for taking this step? The demand for gold, especially from China, has increased………………………………………..Full Article: Source

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Investing in bullion–without the bull

Posted on 04 February 2014 by VRS  |  Email |Print

It’s not just the paranoia of Fed-bashing, “hard money” zealots: Inflation really does pose a threat this year. After the yellow metal’s brutal pounding in 2013, gold bugs are starting to feel vindicated. New data suggest that the inflation beast is stirring from its long slumber, which means the classic inflation hedge of gold could be on the verge of a comeback.
Inflation expectations, as measured by the difference between yields on 10-year nominal Treasury notes and Treasury Inflation Protected Securities (TIPS), rose last month to 2.28 percent from a low of 2.10 in the preceding month. The increase represented an eight-month high………………………………………..Full Article: Source

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Why gold lost its lustre for investors

Posted on 31 January 2014 by VRS  |  Email |Print

A couple of years ago, so much scrap gold was coming through the door of Baird and Co that the company could barely keep up. It is the biggest producer of gold products in the UK and Baird, based in east London, uses scrap metal supplied by pawnbrokers, traders and industry.
On the commodity markets, gold prices soared 170% between late 2008 and 2011. On the High Street, “cash for gold” traders were springing up and, with a recession taking its toll on household finances, plenty of people were willing to sell jewellery………………………………………..Full Article: Source

Gold bulls boost bets amid longest rally since 2012: Commodities

Posted on 27 January 2014 by VRS  |  Email |Print

Hedge funds got more bullish on gold for a fourth straight week before prices capped the longest rally in 16 months on mounting global growth concerns. The net-long position in gold climbed 0.2 percent to 43,353 futures and options in the week ended Jan. 21, U.S. Commodity Futures Trading Commission data show.
Long wagers declined 0.2 percent, while short bets slid 0.4 percent. Net-bullish holdings across 18 U.S.-traded commodities increased 5.6 percent, led by natural gas and copper………………………………………..Full Article: Source

What could go wrong for stocks — and right for gold — in 2014?

Posted on 24 January 2014 by VRS  |  Email |Print

Are investors too bullish on the stock market’s prospects for 2014 and too bearish for gold’s? It would certainly seem that way based on the near unanimity of analyst consensus. Most institutional analysts have published bullish forecasts for equities in 2014 and a bearish, or at least cautionary, outlook for gold. The favorable forecast for stocks and bearish gold outlook is based on the assumption that deflation remains at bay for the coming year.
But what if analyst expectations are disappointed and deflation rears its ugly head? That is precisely the scenario we’ll discuss here. For if deflation returns at some point this year it would easily upset the status quo for both asset categories………………………………………..Full Article: Source

Investor interest shows signs of picking up in 2014

Posted on 20 January 2014 by VRS  |  Email |Print

Afer a weak year for commodities when a net $36 bn was withdrawn from commodity investments-the largest total ever, 2014 promises to be a better year with several promising signs of a pick-up in investor interest recently, according to Barclays Research.
The withdrawals in commodity investments were mainly on account of liquidation of gold exchange traded funds (ETFs). After adjusting for gold etf outflows, commodity investments witnessed inflow of $2 bn. Moreover, several institutional investors made decisions last year to exit the sector but are not due to do so until early this year………………………………………..Full Article: Source

Commodities: China gets taste for cafe latte but investors must wait for returns to stir

Posted on 20 January 2014 by VRS  |  Email |Print

Longer-term investors have already started to position their portfolios to capture higher yields they hope will eventually come from rising demand for beans in emerging markets, especially China.
Coffee prices slumped late last year to a seven-year low on a supply glut but investors should focus on the long-term outlook for the commodity as the emerging trend for cafe latte replacing green tea among Chinese consumers picks up………………………………………..Full Article: Source

Afraid of stocks? Commodities are one place you can look

Posted on 17 January 2014 by VRS  |  Email |Print

With the growing number of calls for a significant stock market pullback ahead, one area likely to start seeing investor inflows is commodities. The space has suffered a rough couple of years as the so-called Commodity Supercycle broke down.
Strong supplies of various crops, wobbly global economic growth and a meltdown in gold and other metals caused prices to sag and money to flow to equities. But the damage may have been done, setting the stage for a rebound. Experts see opportunities in metals outside gold as well as selected agricultural commodities………………………………………..Full Article: Source

No love for gold in 2014? Here’s how to profit

Posted on 17 January 2014 by VRS  |  Email |Print

Gold ended a 12-year bull run in 2013 after posting the largest annual decline for the metal since 1981. After such a bearish year, traders and investors are beginning to position themselves for what can be an uncertain year for gold futures in 2014. Uncertainty surround the tapering of the Fed’s quantitative easing program could still weigh on gold prices.
With gold futures currently trading around $1,241 analysts at major banks are expecting a sideways to down year for gold. UBS, HSBC, Barclays, Bank of America and Deutsche have all come out with their 2014 forecasts for gold prices, and it seems that they are expecting a lackluster year for gold. The average of the banks forecast says that gold should trade on average round $1,200 an ounce this year………………………………………..Full Article: Source

Investing when exchange-traded investments recover

Posted on 17 January 2014 by VRS  |  Email |Print

Should you buy when there is blood in the streets? While the prospect of buying low may sound great, a beaten-up asset can always get battered some more. There’s no certainty when it comes to recognizing precisely when the bludgeoning will stop or when the knife will hit the floor.
There are times, however, when enough evidence comes to the forefront to make a rational re-entry. For example, few asset classes received as much “hate mail” as emerging market debt in the May-June tapering swoon of 2013………………………………………..Full Article: Source

Global investment in clean energy falls for second year running

Posted on 16 January 2014 by VRS  |  Email |Print

New figures show investment fell to $254bn in 2013, with a drop in Europe of 41%. Global investment in clean energy fell for the second year in a row to $254bn last year, with green investment in Europe crashing by 41%, new figures showed on Wednesday.
The drop casts a pall over a high-profile investor summit at the United Nations on Wednesday. The summit, organised by the Ceres investor network, was supposed to build momentum for the shift to a clean energy economy – a transformation requiring global investment of some $1 trillion a year by 2030………………………………………..Full Article: Source

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Commodities set to boom in next phase of recovery, says Cantor

Posted on 15 January 2014 by VRS  |  Email |Print

Investors should be shifting out of cyclical sectors and into natural resources and energy stocks that have lagged behind the market in the past couple of years, according to Charles Tan, investment companies analyst at Cantor Fitzgerald.
Tan says the rally in cyclicals that has dominated the past two years is nearing its conclusion and past economic cycles suggest commodities are about to rally hard next. Closed-ended funds sitting on large discounts are an excellent high-beta, high-yielding way to play this new trend, he explains………………………………………..Full Article: Source

Reasons to buy gold NOW!

Posted on 15 January 2014 by VRS  |  Email |Print

Gold fell by 28% in 2013. That’s a huge reversal of a decade-plus trend. Between 2001 and 2012, gold managed positive gains every single year, a track record unmatched by any major asset. The precious metal went from a low of $255 in April 2001 to a high of $1,900 in September 2011, for a peak return of 745%.
Since then, gold has given back 35% from its $1,900 high, leading many to call the end of the gold bull market. But is it really finished? By looking at history and numerous indicators, I’ve found a different story. One that will jumpstart your 2014 profits………………………………………….Full Article: Source

The new commodities cycle is less super than the last one, but don’t dump them from your portfolio just yet

Posted on 14 January 2014 by VRS  |  Email |Print

The commodities supercycle of the previous decade, which saw insatiable emerging market demand drive raw materials prices higher, is over. As a result, commodities prices growth has basically ground to a halt in the past few years.
In his latest note, Goldman’s Jeff Currie says that long-term, he remains bearish on the sector. But he says that a new commodities cycle has begun replacing the old one - and argues for hanging on to commodities a bit longer………………………………………..Full Article: Source

Speculators build bullish positions in gold, cover shorts in silverp Platinum - CFTC data

Posted on 14 January 2014 by VRS  |  Email |Print

A rise in price prompted large speculators to add to their bullish futures and options positions in gold at the Comex division of the New York Mercantile Exchange, as seen in the latest weekly commitments of traders data from the Commodity Futures Trading Commission, released Friday.
Large speculators also increased their net-long positions in silver and platinum; however, the rise came because of short covering, which is the buying back of previously sold positions. The data is as of Jan. 7. Speculators added to their palladium net-longs, but their activity between the legacy and disaggregated reports were mixed in copper………………………………………..Full Article: Source

Bullish bets fell most in seven weeks before slump: Commodities

Posted on 13 January 2014 by VRS  |  Email |Print

Hedge funds cut their bullish commodity wagers by the most in seven weeks before prices dropped to an eight-month low on signs of surplus supply and slowing economic growth in China.
The net-long position across 18 U.S.-traded commodities fell by 11 percent to 678,885 futures and options in the week ended Jan. 7, U.S. Commodity Future Trading Commission data show. Investors are the most bearish on wheat ever and anticipate lower prices for corn, coffee, sugar and soybean oil. Bullish gold wagers rose to the highest since mid-November………………………………….Full Article: Source

API predicts massive oil industry spending spree

Posted on 13 January 2014 by VRS  |  Email |Print

Energy companies will spend close to $1 trillion on oil and gas infrastructure and storage over the next decade, to support more than 900,000 US jobs as the US becomes the global leader in oil production capacity growth, according to a new report from the American Petroleum Institute (API).
The report, conducted by IHG Global, estimates that between $85 billion and $90 billion of direct capital will be invested this year alone to build new pipelines, storage and processing facilities, and rail cars and marine vessels needed to transport oil and natural gas across the country………………………………….Full Article: Source

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