Opalesque Commodities Briefing » Listings/IPO/Stock Market http://www.opalesque.com/Commodities_Briefing Wed, 02 Sep 2015 01:18:18 +0000 http://wordpress.org/?v=2.5.1 en Are Depressed Gold Prices an Opportunity in Gold Stocks? http://www.opalesque.com/Commodities_Briefing/?p=137916 http://www.opalesque.com/Commodities_Briefing/?p=137916#comments Tue, 01 Sep 2015 01:19:46 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=137916 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=137916>Article Link</a> The volatile trading over the past two weeks claimed many victims, but perhaps the most surprising of which was gold. In theory, gold prices should rise in times of fear and uncertainty, as gold is long considered an unofficial barometer of economic health. And the current dynamics are chock full of fear and uncertainty. (more…)

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Buy low, sell high…but stay away from commodities http://www.opalesque.com/Commodities_Briefing/?p=137846 http://www.opalesque.com/Commodities_Briefing/?p=137846#comments Wed, 26 Aug 2015 01:37:42 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=137846 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=137846>Article Link</a> The global stock rout may have claimed some victims this week, with heavy selling sending the S&P 500 into correction territory, but equity markets can still offer returns for investors. The definition of “correction territory” is when you see a downward move from a recent high of 10 percent or more. (more…)

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Wary investors seek other havens over gold amid China market rout http://www.opalesque.com/Commodities_Briefing/?p=137835 http://www.opalesque.com/Commodities_Briefing/?p=137835#comments Wed, 26 Aug 2015 01:35:01 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=137835 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=137835>Article Link</a> Gold has failed to rally in the face of China’s stock market crisis as investors, scorched by a brutal end to the market’s 12-year bull run, chose cash and bonds for safety over bullion while they seek clarity on the timing of a U.S. rate increase. While at first glance, the failure of a “haven” asset to respond may seem odd, this behaviour is by no means unusual. (more…)

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Commodity Rout Erases $2 Trillion From Stock Values http://www.opalesque.com/Commodities_Briefing/?p=137773 http://www.opalesque.com/Commodities_Briefing/?p=137773#comments Fri, 21 Aug 2015 01:35:52 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=137773 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=137773>Article Link</a> Prices have plunged after years of overinvestment led to a supply glut at the same time that economic growth is slowing in China. The value that commodity producers have lost in the past year almost equals India’s entire economy. (more…)

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Here’s what could happen to stocks if commodities rebound http://www.opalesque.com/Commodities_Briefing/?p=137772 http://www.opalesque.com/Commodities_Briefing/?p=137772#comments Fri, 21 Aug 2015 01:35:35 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=137772 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=137772>Article Link</a> Today is working up to be anything but the lazy, hazy summer day for trading you might expect. Let’s start with the nation that inspired “Borat.” Kazakhstan’s official currency, the tenge, took a sharp hit after the government moved it into free float. The Asian nation exports oil. Enough said. (more…)

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Glencore first-half profit tumbles amid commodities rout http://www.opalesque.com/Commodities_Briefing/?p=137738 http://www.opalesque.com/Commodities_Briefing/?p=137738#comments Thu, 20 Aug 2015 01:29:46 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=137738 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=137738>Article Link</a> Shares in Glencore, the FTSE-100 miner and commodities trader, have slumped to a record low after tumbling prices for coal and metals linked to slowing Chinese demand hit first-half profits. (more…)

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Fund managers offload commodity stocks amid fears of Chinese recession http://www.opalesque.com/Commodities_Briefing/?p=137730 http://www.opalesque.com/Commodities_Briefing/?p=137730#comments Wed, 19 Aug 2015 01:51:48 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=137730 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=137730>Article Link</a> Miners were hit as copper priced edged back towards six-year lows, as renewed fears over China rattled fund managers. On the same day that copper prices dropped back towards six-year lows, weighing on the mining-heavy FTSE 100, a closely-watched survey of fund managers around the world showed investors have piled out of energy and commodities stocks amid renewed fears over China. (more…)

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Stock Market’s Catch Up To Commodities Raises Volatility Question http://www.opalesque.com/Commodities_Briefing/?p=137592 http://www.opalesque.com/Commodities_Briefing/?p=137592#comments Tue, 11 Aug 2015 03:07:37 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=137592 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=137592>Article Link</a> U.S. stock indexes positioned for a mild Monday bounce but did little to shake Wall Street from its cautious posture. The nagging issue of a sky-high dollar’s drag on multinational companies’ earnings prospects and a broad commodities slump continue to weigh on stock sentiment, at least sort of. (more…)

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Commodities point to a stock market correction: Expert http://www.opalesque.com/Commodities_Briefing/?p=137532 http://www.opalesque.com/Commodities_Briefing/?p=137532#comments Thu, 06 Aug 2015 02:52:05 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=137532 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=137532>Article Link</a> The bad news for commodities could be spreading. As gold, oil, copper and other commodities tumble to multiyear lows, one expert says the turmoil is far from over. In fact, he said the collapse could mean that a full-blown market correction is just around the corner. (more…)

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Why the commodities crush is very good for stocks http://www.opalesque.com/Commodities_Briefing/?p=137324 http://www.opalesque.com/Commodities_Briefing/?p=137324#comments Thu, 23 Jul 2015 02:52:58 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=137324 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=137324>Article Link</a> With gold, crude oil and other commodities falling, several S&P sectors have taken a big hit. But as the popular CRB commodity index drops to new four-month lows, traders say this is actually a good sign for the S&P 500. (more…)

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Credit Suisse Says It May Finally Be Time to Buy Oil and Gas Stocks http://www.opalesque.com/Commodities_Briefing/?p=137318 http://www.opalesque.com/Commodities_Briefing/?p=137318#comments Thu, 23 Jul 2015 02:51:46 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=137318 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=137318>Article Link</a> Even as energy prices fall again,one firm says it might be time to finally buy oil and gas stocks. Stocks of U.S. oil and gas companies have been so battered as commodity prices have fallen that it looks like there is finally an “attractive entry point,” Credit Suisse analysts said in a research note. (more…)

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Are the shares of gold mining companies a ‘buy’? http://www.opalesque.com/Commodities_Briefing/?p=137232 http://www.opalesque.com/Commodities_Briefing/?p=137232#comments Fri, 17 Jul 2015 02:21:40 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=137232 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=137232>Article Link</a> A gold mine is a hole in the ground with a liar standing on top of it.”- unverified quote attributed to Mark Twain. Gold can’t seem to catch a break. Despite a parade of potential market roiling news, the reaction of the shiny yellow metal has been one of benign indifference. (more…)

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Will China stocks burn oil? http://www.opalesque.com/Commodities_Briefing/?p=137167 http://www.opalesque.com/Commodities_Briefing/?p=137167#comments Tue, 14 Jul 2015 00:56:51 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=137167 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=137167>Article Link</a> It took until July, but the crude-oil markets have managed to ignore Chinafor most of the year so far. The price volatility that saw an 11-percent selloff in oil futures in the first quarter followed by a 25-percent climb in the second quarter was driven primarily by uncertainties regarding the situations in Greeceand Iran along with inconclusive data in the U.S. on rig counts and inventory levels. (more…)

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China stock rout: Boon or bane for gold? http://www.opalesque.com/Commodities_Briefing/?p=137126 http://www.opalesque.com/Commodities_Briefing/?p=137126#comments Fri, 10 Jul 2015 01:43:52 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=137126 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=137126>Article Link</a> With China’s stock market meltdown now into its fourth week, what does this mean for gold demand out of the world’s second largest consumer of the precious metal? “Given that one of the reasons for gold’s tepid demand in China is due to the strong equity bull market, questions are now raised if the current bearish ‘A’ share market could spark Chinese interest in gold once more,” Howie Lee, investment analyst at Philip Futures, wrote in a note on Wednesday. (more…)

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China’s equity rout sparks metal meltdown http://www.opalesque.com/Commodities_Briefing/?p=137093 http://www.opalesque.com/Commodities_Briefing/?p=137093#comments Thu, 09 Jul 2015 00:42:33 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=137093 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=137093>Article Link</a> The $3tn rout of Chinese equities has spilled over into commodities, pushing nickel, zinc and iron ore into bear market territory and sending copper to its lowest level since the financial crisis. (more…)

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The 5 Best Stocks to Invest in Commodities http://www.opalesque.com/Commodities_Briefing/?p=136977 http://www.opalesque.com/Commodities_Briefing/?p=136977#comments Thu, 02 Jul 2015 01:59:41 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=136977 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=136977>Article Link</a> Commodities aren’t for the faint of heart, which is why it’s best to just stick with the best stocks in each commodity basket. Commodities have been giving investors fits for years. All four commodities have taken investors on triple-digit price rides with rapid ascends and devastating falls. It’s that allure of a rapid rise that continues to draw investors in with hopes of making a mint on higher prices. (more…)

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What Commodity Momentum Tells Us About Equities http://www.opalesque.com/Commodities_Briefing/?p=136129 http://www.opalesque.com/Commodities_Briefing/?p=136129#comments Fri, 08 May 2015 01:21:09 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=136129 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=136129>Article Link</a> It is fact that equity prices prosper when commodity prices are relatively stable. Normally, it is the instability of commodities on the upside that disturbs equities, such as that experienced between 1973 and 1974. However, downside volatility in the commodity pits can be even more devastating. Just consider the sharp drop in both markets in the second half of 2008, 1921 or even the 1930/32 experience. (more…)

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Why they prefer commodities to equities http://www.opalesque.com/Commodities_Briefing/?p=136053 http://www.opalesque.com/Commodities_Briefing/?p=136053#comments Mon, 04 May 2015 03:37:15 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=136053 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=136053>Article Link</a> Bengaluru-based Suby Mathews quit his high-profile banking job four years ago to pursue trading full time. Mathews too started off with equities and switched to commodities five years ago. Why commodities? The longer trading window, though it makes for more volatility, provides an opportunity to make more money. “The market is open till late in the night, which gives numerous short-term trading opportunities, albeit with a bit more risk,” he explains. (more…)

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Iron ore jumps above US$50: Is it time to buy the miners? http://www.opalesque.com/Commodities_Briefing/?p=135897 http://www.opalesque.com/Commodities_Briefing/?p=135897#comments Tue, 21 Apr 2015 00:42:19 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=135897 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=135897>Article Link</a> Iron ore has somehow managed to defy bearish market sentiment over the last few weeks, having recovered from a 10-year low to bounce back above the US$50 a tonne mark on Friday. According to data from the Metal Bulletin, the commodity rose 2.3% during the session to be trading at US$50.93 a tonne, compared to its recent low beneath US$47 a tonne. While iron ore has been on something of a tear recently; the rebound could well be short-lived. (more…)

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Investors fall out of love with Aussie equities, commodities http://www.opalesque.com/Commodities_Briefing/?p=135680 http://www.opalesque.com/Commodities_Briefing/?p=135680#comments Wed, 01 Apr 2015 01:37:41 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=135680 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=135680>Article Link</a> Australian equities and commodities are firmly out of favour with international investors who prefer exposure to Europe, technology and health care. Institutional investors are bearish on the outlook for the local market because stocks look expensive, along with the prospect of the Australian dollar plunging and concerns around Australia’s reliance on China as a source of demand, a survey of respondents at the Credit Suisse Asian Investment Conference revealed. (more…)

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Louis Dreyfus Commodities Won’t Be Going Public http://www.opalesque.com/Commodities_Briefing/?p=135605 http://www.opalesque.com/Commodities_Briefing/?p=135605#comments Fri, 27 Mar 2015 01:28:03 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=135605 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=135605>Article Link</a> Louis Dreyfus Commodities B.V., a privately held agricultural trading firm since 1851, won’t be going public. Margarita Louis-Dreyfus, the largest shareholder and most powerful corporate board member at the family-controlled company, said Thursday she would increase her stake in the firm to 80%, dashing hopes of an initial public offering or sale of a stake. (more…)

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Should you invest in commodities or shares? http://www.opalesque.com/Commodities_Briefing/?p=135361 http://www.opalesque.com/Commodities_Briefing/?p=135361#comments Wed, 11 Mar 2015 01:02:05 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=135361 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=135361>Article Link</a> With a burgeoning amount of products available to retail investors that provide direct exposure to commodity prices, we set out to investigate whether you would have been better off investing in instruments (like ETFs and ETNs) that provide direct exposure to commodity prices, or whether you would have fared better owning the underlying equity of resource/commodity companies. (more…)

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Investors in Commodity-Related Companies Need To Be Aware Of This Risk http://www.opalesque.com/Commodities_Briefing/?p=135156 http://www.opalesque.com/Commodities_Briefing/?p=135156#comments Wed, 25 Feb 2015 00:48:52 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=135156 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=135156>Article Link</a> The business of producing or trading in commodities have always been volatile. The fact that no player in the market has the ability to control the pricing of the underlying commodity they’re involved with makes it extremely challenging for any commodity-related business. (more…)

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Should You Buy Gold Mining Stocks Now? http://www.opalesque.com/Commodities_Briefing/?p=135130 http://www.opalesque.com/Commodities_Briefing/?p=135130#comments Tue, 24 Feb 2015 00:39:01 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=135130 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=135130>Article Link</a> Gold has historically proven to be a very desirable metal, never losing its appeal. This precious metal’s attributes, including malleability, resistance to corrosion and tarnishing, and glitter, makes it ideal for all kind of jewelries. But there is certainly more to gold, which is also a ripe investment option. (more…)

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Equity investors should heed message from commodities and bonds http://www.opalesque.com/Commodities_Briefing/?p=133998 http://www.opalesque.com/Commodities_Briefing/?p=133998#comments Tue, 02 Dec 2014 00:29:17 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=133998 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=133998>Article Link</a> It is that season again when commentators review the year’s developments and what they imply for next year. A big surprise is the extent to which record equity prices have diverged from declining commodity prices and unusually low yields on government bonds. This historically unusual divergence can no longer be explained by big macro factors, and the bespoke explanations will be harder to sustain the greater the divergence as we enter 2015. (more…)

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Why Gold Stocks Remain a Good Bet? http://www.opalesque.com/Commodities_Briefing/?p=133897 http://www.opalesque.com/Commodities_Briefing/?p=133897#comments Wed, 26 Nov 2014 00:02:23 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=133897 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=133897>Article Link</a> When gold and silver producer McEwen Mining released its Q3 results, Founder and Chief Owner Rob McEwen was candid, describing performance at the company’s El Gallo 1 mine as “nothing short of awful” and quipping, “[w]hat an incredibly ugly market and share price.” That openness continued following the release, with the company acknowledging after its conference call on the results that given today’s tough market, shareholders were due a broader conversation. (more…)

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Britain’s FTSE feel weight of commodity stocks after hawkish Fed http://www.opalesque.com/Commodities_Briefing/?p=133481 http://www.opalesque.com/Commodities_Briefing/?p=133481#comments Fri, 31 Oct 2014 01:24:14 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=133481 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=133481>Article Link</a> Britain’s top share index edged lower on Thursday, under pressure from commodity stocks after the Federal Reserve struck a surprisingly hawkish tone in its outlook for U.S. interest rates. (more…)

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Commodities tell the truth to spooked equities investors http://www.opalesque.com/Commodities_Briefing/?p=133172 http://www.opalesque.com/Commodities_Briefing/?p=133172#comments Mon, 13 Oct 2014 03:26:59 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=133172 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=133172>Article Link</a> Equities investors are spooked. This is October, the month of Halloween, and of virtually all the stock market’s best-known crashes over history. After a lengthy rise, stocks are showing the heaviest volatility in more than a year, while the S&P 500 is almost halfway to its first 10 per cent correction in more than three years. (more…)

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Gold ETFs and Stocks Surge, Benefit Most from Fed Minutes http://www.opalesque.com/Commodities_Briefing/?p=133131 http://www.opalesque.com/Commodities_Briefing/?p=133131#comments Fri, 10 Oct 2014 01:20:27 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=133131 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=133131>Article Link</a> Although the Fed minutes held last month did not deliver anything new, the U.S. stock market strongly recovered from the sell-off seen early this week following the minutes. The Fed continued to maintain its accommodative stance by promising to keep interest rates low for a considerable period of time after the end of the quantitative easing (QE) program. (more…)

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Commodities Attractive As Stocks Smash Highs http://www.opalesque.com/Commodities_Briefing/?p=132371 http://www.opalesque.com/Commodities_Briefing/?p=132371#comments Tue, 26 Aug 2014 01:33:16 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=132371 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=132371>Article Link</a> Most financial advisors suggest that their clients diversify across asset classes, with only the percentages of stocks, bonds, gold and other assets as a matter for debate. I won’t wade into the latter discussion, but the charts suggest that commodities as an asset class may be ready to play a greater role. (more…)

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Barings backs resources sector equities over commodities http://www.opalesque.com/Commodities_Briefing/?p=132061 http://www.opalesque.com/Commodities_Briefing/?p=132061#comments Wed, 06 Aug 2014 00:58:14 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=132061 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=132061>Article Link</a> Resources sector equities are currently more attractive than direct investments in physical commodities and investors should focus on investing in ‘companies not commodities’ to benefit from an increasing global demand for resources, according to Baring Asset Management (Barings). (more…)

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Wall St. and commodity risk: Morgan Stanley’s VaR dips http://www.opalesque.com/Commodities_Briefing/?p=131759 http://www.opalesque.com/Commodities_Briefing/?p=131759#comments Fri, 18 Jul 2014 01:30:36 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=131759 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=131759>Article Link</a> The quarterly earnings of Wall Street’s biggest banks offer a glimpse into the scale of their commodity trading activity through a measure of trading risk called VaR. (more…)

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Why It’s Time to Explore the Stocks-Commodities Dynamic http://www.opalesque.com/Commodities_Briefing/?p=131564 http://www.opalesque.com/Commodities_Briefing/?p=131564#comments Mon, 07 Jul 2014 01:12:15 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=131564 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=131564>Article Link</a> Commodities are outperforming stocks. The Greenhaven Continuous Commodity ETF (GCC) has gained 8.77% through the first six-months of the year, while the SPDR S&P 500 (SPY) is ahead by 7.71%. (more…)

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Here’s Why Gold Stocks Are on the Rise – Plus Three Picks That Will Benefit http://www.opalesque.com/Commodities_Briefing/?p=131538 http://www.opalesque.com/Commodities_Briefing/?p=131538#comments Fri, 04 Jul 2014 01:23:51 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=131538 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=131538>Article Link</a> Gold stocks are poised for an upswing. Just recently, the European Central Bank (ECB) announced a new policy to promote lending and, ultimately, inflation in the Eurozone. The move sent investors flocking to precious metals like gold and silver. (more…)

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Time For Equities To Crash And Precious Metals To Spike? http://www.opalesque.com/Commodities_Briefing/?p=131403 http://www.opalesque.com/Commodities_Briefing/?p=131403#comments Wed, 25 Jun 2014 02:55:01 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=131403 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=131403>Article Link</a> There is a distinct possibility that equities could move down into an intermediate bottom and at roughly the same time gold could bottom. Equities have rocketed in the last 3 years while precious metals have plummeted. (more…)

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Have These Gold Mining Stocks Finally Hit Bottom http://www.opalesque.com/Commodities_Briefing/?p=131288 http://www.opalesque.com/Commodities_Briefing/?p=131288#comments Wed, 18 Jun 2014 02:41:53 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=131288 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=131288>Article Link</a> As gold prices remain soft, gold miners’ shares find themselves on shaky ground. However, it looks like for some of them, the worst could be over. IAMGOLD , Eldorado Gold , and Kinross Gold were under serious pressure last year, but so far this year their shares have stood firm. Does this mean that these miners have reached their bottoms? (more…)

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Bank cutting commodities trade severs link with equitiess http://www.opalesque.com/Commodities_Briefing/?p=130457 http://www.opalesque.com/Commodities_Briefing/?p=130457#comments Fri, 25 Apr 2014 03:01:57 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=130457 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=130457>Article Link</a> Banks’ pullback from commodities trading is weakening the link between raw materials and equities and helping to re-establish supply and demand as the main factor in setting prices, United Nations researchers say. (more…)

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Louis Dreyfus Commodities gets ‘IPO-ready’ http://www.opalesque.com/Commodities_Briefing/?p=130091 http://www.opalesque.com/Commodities_Briefing/?p=130091#comments Wed, 02 Apr 2014 02:48:34 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=130091 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=130091>Article Link</a> Louis Dreyfus Commodities is taking steps to ensure that it is ready for either a stock market listing or a partial sale to a strategic investor, as one of the world’s largest food trading houses navigates a fast changing landscape for natural resources. (more…)

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Why commodities are sending the stock market mixed signals http://www.opalesque.com/Commodities_Briefing/?p=130084 http://www.opalesque.com/Commodities_Briefing/?p=130084#comments Fri, 28 Mar 2014 04:38:19 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=130084 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=130084>Article Link</a> Early Thursday, the Dow Jones Industrials managed to claw back some of the ground it lost yesterday, with the average rising 17 points as of 10:45 a.m. EDT. Mixed economic data set the stage for a choppy morning for the market, with new claims for unemployment benefits falling to their lowest levels of the year, but a 0.8% drop in pending home sales contracts in February offseting some of the enthusiasm. (more…)

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US stocks decline along with commodities as China weighs http://www.opalesque.com/Commodities_Briefing/?p=129853 http://www.opalesque.com/Commodities_Briefing/?p=129853#comments Wed, 12 Mar 2014 00:05:42 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=129853 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=129853>Article Link</a> U.S. stocks declined on Tuesday, with the S&P 500 retreating from its record, as news from China hit commodity prices, concern about Ukraine lingered and investors awaited signals on the direction of the economy. (more…)

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Gunzberg: Commodities to upstage stocks in 2014 http://www.opalesque.com/Commodities_Briefing/?p=129852 http://www.opalesque.com/Commodities_Briefing/?p=129852#comments Wed, 12 Mar 2014 00:05:18 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=129852 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=129852>Article Link</a> Commodities markets have been major underdogs relative to record-breaking U.S. equities for much of the past six years. But the tides are now turning, S&P Dow’s Vice President Jodie Gunzberg says. (more…)

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Commodities could be better value than stocks right now http://www.opalesque.com/Commodities_Briefing/?p=129770 http://www.opalesque.com/Commodities_Briefing/?p=129770#comments Thu, 06 Mar 2014 01:52:03 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=129770 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=129770>Article Link</a> U.S. equities are flat on Wednesday following Tuesday’s big gains. Mark Newton, chief market technician at Greywolf Equities, told TheStreet’s Debra Borchardt that commodities might be the better place for investors to be. (more…)

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Commodities and yields recoupling with stocks http://www.opalesque.com/Commodities_Briefing/?p=129587 http://www.opalesque.com/Commodities_Briefing/?p=129587#comments Mon, 24 Feb 2014 03:48:14 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=129587 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=129587>Article Link</a> The coupling of commodities and yields with stocks ended in the middle of last year but created problems for funds that persisted in betting on such correlations for longer. Commodities started to recouple with the stock market in the third quarter of last year and yields followed last month. (more…)

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Gold stock breakout targets new levels http://www.opalesque.com/Commodities_Briefing/?p=129473 http://www.opalesque.com/Commodities_Briefing/?p=129473#comments Mon, 17 Feb 2014 01:27:16 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=129473 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=129473>Article Link</a> Gold stocks just surged to a major technical breakout, a very bullish omen. Investors are actually starting to redeploy capital in this battered sector, catapulting gold stocks into the early lead as 2014’s best performers! (more…)

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3 companies set to win from rising gold prices http://www.opalesque.com/Commodities_Briefing/?p=129472 http://www.opalesque.com/Commodities_Briefing/?p=129472#comments Mon, 17 Feb 2014 01:26:53 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=129472 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=129472>Article Link</a> Despite bearish analyst forecasts in late 2013 for the year ahead, the price of gold has held its ground or risen so far in 2014. Since January the precious metal has pushed up 7.6% to US$1,318 per ounce. This has been put down to everything from weak jobs in the US, strong growth in China and even, bizarrely, the weather. (more…)

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Are commodity stocks poised for a rebound? http://www.opalesque.com/Commodities_Briefing/?p=129132 http://www.opalesque.com/Commodities_Briefing/?p=129132#comments Fri, 24 Jan 2014 00:18:51 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=129132 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=129132>Article Link</a> Like a lot of investors, Ben Willis spent much of the last two years closely watching the dramatic drop in commodity prices. Since April 2011 the MSCI Commodity Producers Index, which tracks a number of global commodity companies, fell 22 percent, while metals such as copper, aluminum and nickel plummeted by more than 30 percent. (more…)

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What could go wrong for stocks — and right for gold — in 2014? http://www.opalesque.com/Commodities_Briefing/?p=129122 http://www.opalesque.com/Commodities_Briefing/?p=129122#comments Fri, 24 Jan 2014 00:16:16 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=129122 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=129122>Article Link</a> 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. (more…)

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Oil prices are at a tipping point, so buy natural gas http://www.opalesque.com/Commodities_Briefing/?p=129034 http://www.opalesque.com/Commodities_Briefing/?p=129034#comments Mon, 20 Jan 2014 01:22:52 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=129034 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=129034>Article Link</a> The energy sector broadly outperformed in Wednesday trade, led higher by a substantial rally in WTI crude oil futures, which spiked 1.90% during the session. (more…)

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Afraid of stocks? Commodities are one place you can look http://www.opalesque.com/Commodities_Briefing/?p=129016 http://www.opalesque.com/Commodities_Briefing/?p=129016#comments Fri, 17 Jan 2014 01:00:13 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=129016 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=129016>Article Link</a> 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. (more…)

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ICE looks to sell part of Euronext ahead of IPO http://www.opalesque.com/Commodities_Briefing/?p=128814 http://www.opalesque.com/Commodities_Briefing/?p=128814#comments Tue, 07 Jan 2014 00:21:52 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=128814 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=128814>Article Link</a> IntercontinentalExchange is looking to sell at least a quarter of Euronext, the European stock exchange group, ahead of an initial public offering that is expected this year, according to people familiar with the situation. (more…)

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Should you invest in stocks or commodities in 2014? http://www.opalesque.com/Commodities_Briefing/?p=128736 http://www.opalesque.com/Commodities_Briefing/?p=128736#comments Mon, 30 Dec 2013 03:19:56 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=128736 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=128736>Article Link</a> It’s the dawn of a new year and investors are facing an array of fresh challenges. One of the intriguing investment parlor games is to contemplate whether stocks or commodities loom as the vehicles offering the best returns. (more…)

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Gold will continue to underperform equities over the next 2 years http://www.opalesque.com/Commodities_Briefing/?p=128721 http://www.opalesque.com/Commodities_Briefing/?p=128721#comments Mon, 30 Dec 2013 03:15:46 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=128721 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=128721>Article Link</a> Gold is the investment asset class which provides a hedge against inflation and better returns during recession when currencies lose their value drastically. The world is now coming out of tough times and major economies like the US have started showing good economic numbers which are fundamentally bearish for gold. (more…)

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My 2014 outlook for oil & gas stocks http://www.opalesque.com/Commodities_Briefing/?p=128679 http://www.opalesque.com/Commodities_Briefing/?p=128679#comments Thu, 19 Dec 2013 00:31:38 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=128679 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=128679>Article Link</a> In part one I wrote about the 3 oil patch sub-sectors I’m most bullish on, and how I’m trading them: refineries, oilfield services, and heavy oil producers. Today, my outlook for the remaining oil and gas sub-sectors—from best to worst… (more…)

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Will gold stocks shine in 2014? http://www.opalesque.com/Commodities_Briefing/?p=128673 http://www.opalesque.com/Commodities_Briefing/?p=128673#comments Thu, 19 Dec 2013 00:29:53 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=128673 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=128673>Article Link</a> Calendar year 2013 will be a year many gold bugs would rather forget. After a sustained multi-year rally, the gold price touched a 52-week high of US$1703/oz near the start of 2013. Since then it has been in a consistent downtrend with the precious metal currently trading just US$50 above its year low of US$1180/oz. (more…)

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2014: Battleground year for stocks vs. commodities http://www.opalesque.com/Commodities_Briefing/?p=128615 http://www.opalesque.com/Commodities_Briefing/?p=128615#comments Mon, 16 Dec 2013 03:25:51 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=128615 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=128615>Article Link</a> U.S. equities outperformed commodities this year by a long shot, but commodities have a good chance to regain investor favor in 2014 after three consecutive years of declines. “Something has got to give in 2014,” said Phil Flynn, senior market analyst at the Price Futures Group in Chicago. (more…)

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This commodity the next big trade in energy stocks? http://www.opalesque.com/Commodities_Briefing/?p=128381 http://www.opalesque.com/Commodities_Briefing/?p=128381#comments Fri, 29 Nov 2013 00:58:53 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=128381 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=128381>Article Link</a> In many cases, companies in transformative industries can, at times, offer significant value—and natural gas is no exception. At this time, I see a large amount of potential upside in this commodity. While there has been a lot of hype around electric vehicles and other alternative energy sources, I believe natural gas will play an increasingly larger role in our economy. (more…)

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Oil stocks vs. oil ETF – which is a better buy? http://www.opalesque.com/Commodities_Briefing/?p=128203 http://www.opalesque.com/Commodities_Briefing/?p=128203#comments Fri, 15 Nov 2013 00:01:20 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=128203 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=128203>Article Link</a> Oil stocks have become commonplace in many long-term portfolios, but an oil ETF is another way to bet on the price of crude. Why do so many investors have their eyes on oil stocks? Because global energy demoil stocks oil etfs xom cvxand is skyrocketing as our world’s population continues to grow and modernize. (more…)

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Why crude tumbled on rising inventories, negative for oil stocks http://www.opalesque.com/Commodities_Briefing/?p=128070 http://www.opalesque.com/Commodities_Briefing/?p=128070#comments Wed, 06 Nov 2013 03:22:02 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=128070 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=128070>Article Link</a> Every week, the U.S. Department of Energy (DOE) reports figures on crude inventories, or the amount of crude oil stored in facilities across the United States. Market participants pay attention to these figures, as they can indicate supply and demand trends. (more…)

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Gold mining shares won’t be attractive until gold price climbs significantly http://www.opalesque.com/Commodities_Briefing/?p=128066 http://www.opalesque.com/Commodities_Briefing/?p=128066#comments Wed, 06 Nov 2013 03:20:55 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=128066 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=128066>Article Link</a> Investors in gold mining companies should resist the temptation to jump back into the market just because companies are cutting budgets and delaying projects, an investment analyst said Tuesday. (more…)

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Has relationship between gold stocks and managers changed? http://www.opalesque.com/Commodities_Briefing/?p=128048 http://www.opalesque.com/Commodities_Briefing/?p=128048#comments Tue, 05 Nov 2013 03:25:07 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=128048 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=128048>Article Link</a> Managers backing miners bears hallmarks of a classic contrarian trade that investors should be wary of missing. Some of the country’s leading fund buyers are backing gold miners and commodity-related equities to bounce back from heavy losses – and it bears all the hallmarks of a classic contrarian trade that investors should be wary of missing out on. (more…)

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