Opalesque Commodities Briefing » Listings/IPO/Stock Market http://www.opalesque.com/Commodities_Briefing Wed, 26 Nov 2014 00:04:24 +0000 http://wordpress.org/?v=2.5.1 en 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…)

]]>
http://www.opalesque.com/Commodities_Briefing/?feed=rss2&p=133897
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…)

]]>
http://www.opalesque.com/Commodities_Briefing/?feed=rss2&p=133481
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…)

]]>
http://www.opalesque.com/Commodities_Briefing/?feed=rss2&p=133172
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…)

]]>
http://www.opalesque.com/Commodities_Briefing/?feed=rss2&p=133131
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…)

]]>
http://www.opalesque.com/Commodities_Briefing/?feed=rss2&p=132371
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…)

]]>
http://www.opalesque.com/Commodities_Briefing/?feed=rss2&p=132061
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…)

]]>
http://www.opalesque.com/Commodities_Briefing/?feed=rss2&p=131759
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…)

]]>
http://www.opalesque.com/Commodities_Briefing/?feed=rss2&p=131564
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…)

]]>
http://www.opalesque.com/Commodities_Briefing/?feed=rss2&p=131538
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…)

]]>
http://www.opalesque.com/Commodities_Briefing/?feed=rss2&p=131403
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…)

]]>
http://www.opalesque.com/Commodities_Briefing/?feed=rss2&p=131288
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…)

]]>
http://www.opalesque.com/Commodities_Briefing/?feed=rss2&p=130457
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…)

]]>
http://www.opalesque.com/Commodities_Briefing/?feed=rss2&p=130091
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…)

]]>
http://www.opalesque.com/Commodities_Briefing/?feed=rss2&p=130084
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…)

]]>
http://www.opalesque.com/Commodities_Briefing/?feed=rss2&p=129853
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…)

]]>
http://www.opalesque.com/Commodities_Briefing/?feed=rss2&p=129852
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…)

]]>
http://www.opalesque.com/Commodities_Briefing/?feed=rss2&p=129770
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…)

]]>
http://www.opalesque.com/Commodities_Briefing/?feed=rss2&p=129587
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…)

]]>
http://www.opalesque.com/Commodities_Briefing/?feed=rss2&p=129473
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…)

]]>
http://www.opalesque.com/Commodities_Briefing/?feed=rss2&p=129472
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…)

]]>
http://www.opalesque.com/Commodities_Briefing/?feed=rss2&p=129132
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…)

]]>
http://www.opalesque.com/Commodities_Briefing/?feed=rss2&p=129122
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…)

]]>
http://www.opalesque.com/Commodities_Briefing/?feed=rss2&p=129034
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…)

]]>
http://www.opalesque.com/Commodities_Briefing/?feed=rss2&p=129016
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…)

]]>
http://www.opalesque.com/Commodities_Briefing/?feed=rss2&p=128814
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…)

]]>
http://www.opalesque.com/Commodities_Briefing/?feed=rss2&p=128736
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…)

]]>
http://www.opalesque.com/Commodities_Briefing/?feed=rss2&p=128721
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…)

]]>
http://www.opalesque.com/Commodities_Briefing/?feed=rss2&p=128679
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…)

]]>
http://www.opalesque.com/Commodities_Briefing/?feed=rss2&p=128673
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…)

]]>
http://www.opalesque.com/Commodities_Briefing/?feed=rss2&p=128615
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…)

]]>
http://www.opalesque.com/Commodities_Briefing/?feed=rss2&p=128381
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…)

]]>
http://www.opalesque.com/Commodities_Briefing/?feed=rss2&p=128203
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…)

]]>
http://www.opalesque.com/Commodities_Briefing/?feed=rss2&p=128070
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…)

]]>
http://www.opalesque.com/Commodities_Briefing/?feed=rss2&p=128066
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…)

]]>
http://www.opalesque.com/Commodities_Briefing/?feed=rss2&p=128048
Why the gold price and stock markets are disconnecting http://www.opalesque.com/Commodities_Briefing/?p=127940 http://www.opalesque.com/Commodities_Briefing/?p=127940#comments Tue, 29 Oct 2013 01:01:38 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=127940 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=127940>Article Link</a> The gold price consolidated recent gains on Monday holding firm above the key $1,350 an ounce level it scaled last week to reach a five-week high. In late afternoon trade on the Comex market in New York December gold futures changed hands at $1,353.60, a slight gain on Monday’s close, but off its highs for the day of $1,362. (more…)

]]>
http://www.opalesque.com/Commodities_Briefing/?feed=rss2&p=127940
Worst stocks poised to reverse with commodity profits rising 18pct http://www.opalesque.com/Commodities_Briefing/?p=127606 http://www.opalesque.com/Commodities_Briefing/?p=127606#comments Mon, 07 Oct 2013 03:28:45 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=127606 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=127606>Article Link</a> Commodity stocks, lagging behind the Standard & Poor’s 500 Index by the most in 15 years, are poised to rally as analysts estimate profits will rise almost twice as fast as the rest of U.S. industry in 2014. (more…)

]]>
http://www.opalesque.com/Commodities_Briefing/?feed=rss2&p=127606
Warren Buffett’s commodity stock picks http://www.opalesque.com/Commodities_Briefing/?p=127481 http://www.opalesque.com/Commodities_Briefing/?p=127481#comments Fri, 27 Sep 2013 03:27:28 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=127481 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=127481>Article Link</a> Warren Buffett — the Oracle of Omaha — is one of the world’s most renowned investors, heralded for his simple yet effective valuation methods. As such, followers of the legendary investor pay close attention when Buffett places big bets, and they hope that by following his stock picks, they will cash in on Buffett’s guru-like instincts. (more…)

]]>
http://www.opalesque.com/Commodities_Briefing/?feed=rss2&p=127481
Are gold equities worth their weight? http://www.opalesque.com/Commodities_Briefing/?p=127453 http://www.opalesque.com/Commodities_Briefing/?p=127453#comments Thu, 26 Sep 2013 03:14:31 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=127453 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=127453>Article Link</a> If investors can stomach the volatility, stronger management could mark gold equities as an opportunity. Gold has had a torrid time of it so far this year. Its price fell to $1,191.21 an ounce in June, the lowest price since August 2010 and representing the worst quarter for gold since 1968 but since then has recovered somewhat while remaining volatile. (more…)

]]>
http://www.opalesque.com/Commodities_Briefing/?feed=rss2&p=127453
Mining shares seen outperforming gold in rising price environment http://www.opalesque.com/Commodities_Briefing/?p=127451 http://www.opalesque.com/Commodities_Briefing/?p=127451#comments Thu, 26 Sep 2013 03:13:55 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=127451 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=127451>Article Link</a> Gold-mining stocks are likely to outperform gold itself if the metal returns to a rising price environment, said fund managers and mining analysts attending the Denver Gold Forum. (more…)

]]>
http://www.opalesque.com/Commodities_Briefing/?feed=rss2&p=127451
Equities set to keep edge over commodities-analysts http://www.opalesque.com/Commodities_Briefing/?p=127440 http://www.opalesque.com/Commodities_Briefing/?p=127440#comments Wed, 25 Sep 2013 03:36:40 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=127440 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=127440>Article Link</a> Investment flows into commodities are improving, but broad sector indexes are unlikely to consistently outperform equities for at least another year, until global growth gathers more momentum, analysts and fund managers say. (more…)

]]>
http://www.opalesque.com/Commodities_Briefing/?feed=rss2&p=127440
Precious metals or mining stocks? – Rick Rule http://www.opalesque.com/Commodities_Briefing/?p=127305 http://www.opalesque.com/Commodities_Briefing/?p=127305#comments Tue, 17 Sep 2013 01:44:00 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=127305 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=127305>Article Link</a> Late summer saw, to the relief of some investors, some price improvements in precious metals and precious metals stocks. We asked Sprott USA Holdings Chairman Rick Rule if he thought this might indicate that we’ve seen the bottom in this sector. (more…)

]]>
http://www.opalesque.com/Commodities_Briefing/?feed=rss2&p=127305
Heavy selling of gold stocks may point to further declines for bullion http://www.opalesque.com/Commodities_Briefing/?p=127209 http://www.opalesque.com/Commodities_Briefing/?p=127209#comments Wed, 11 Sep 2013 03:18:50 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=127209 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=127209>Article Link</a> The gold price fell more than $20 to a near one-month low of $1,362 on Tuesday after a possible deal averting US airstrikes on Syria emerged and news that Indian gold imports fell by 70% in August hurt sentiment. (more…)

]]>
http://www.opalesque.com/Commodities_Briefing/?feed=rss2&p=127209
Commodity stocks may rebound, but not for the reason you think http://www.opalesque.com/Commodities_Briefing/?p=126509 http://www.opalesque.com/Commodities_Briefing/?p=126509#comments Fri, 26 Jul 2013 01:22:53 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=126509 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=126509>Article Link</a> Global natural-resource stocks have sunk to the bottom of the barrel in an otherwise bullish first half of the year for equity markets. The Morgan Stanley Commodity Related Equity Index dropped 3.7 percent in the six months ended June, compared with a gain of 13.8 percent for the benchmark S&P 500 Index. (more…)

]]>
http://www.opalesque.com/Commodities_Briefing/?feed=rss2&p=126509
Hedging stocks with commodities seen as flawed http://www.opalesque.com/Commodities_Briefing/?p=126492 http://www.opalesque.com/Commodities_Briefing/?p=126492#comments Fri, 26 Jul 2013 01:18:25 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=126492 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=126492>Article Link</a> Commodities track stocks too closely to make them suitable for equity investors seeking to minimize risk, according to Marco J. Lombardi, an economist at the Bank for International Settlements. (more…)

]]>
http://www.opalesque.com/Commodities_Briefing/?feed=rss2&p=126492
Commodity slump hits mining IPOs in Hong Kong http://www.opalesque.com/Commodities_Briefing/?p=126451 http://www.opalesque.com/Commodities_Briefing/?p=126451#comments Wed, 24 Jul 2013 00:52:54 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=126451 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=126451>Article Link</a> Hong Kong became the go-to listing destination for resources companies in recent years, but a slide in commodity prices and China’s economic slowdown mean the city faces challenges in attracting further listings by foreign companies. (more…)

]]>
http://www.opalesque.com/Commodities_Briefing/?feed=rss2&p=126451
Oppenheimer says it is time to buy out-of-favor commodity stocks http://www.opalesque.com/Commodities_Briefing/?p=126422 http://www.opalesque.com/Commodities_Briefing/?p=126422#comments Tue, 23 Jul 2013 00:48:38 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=126422 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=126422>Article Link</a> For investors with the view that we have seen the worst of the correction in commodity stocks for 2013, or will soon shortly, the research team at Oppenheimer believes increased exposure to the commodity-sensitive sectors of energy and materials is the way to go. (more…)

]]>
http://www.opalesque.com/Commodities_Briefing/?feed=rss2&p=126422
Gold mining stocks take a beating as price tumbles http://www.opalesque.com/Commodities_Briefing/?p=126352 http://www.opalesque.com/Commodities_Briefing/?p=126352#comments Thu, 18 Jul 2013 01:09:05 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=126352 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=126352>Article Link</a> Think gold has been a bad investment this year? Try gold miners. The FTSE Gold Mines index of gold equities has tumbled 46 per cent since the start of the year. Some shares have fallen even more: London-listed African Barrick Gold is down 76 per cent. (more…)

]]>
http://www.opalesque.com/Commodities_Briefing/?feed=rss2&p=126352
Time to move on from commodities to global stock picking http://www.opalesque.com/Commodities_Briefing/?p=125908 http://www.opalesque.com/Commodities_Briefing/?p=125908#comments Mon, 24 Jun 2013 03:38:47 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=125908 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=125908>Article Link</a> Morgan Stanley this week joined a growing list of big investment banks beating a partial retreat from commodities trading. Like Barclays, UBS and Deutsche Bank, it is struggling to make sense of a business where revenues have tumbled since the heyday of the natural resources boom immediately prior to the financial crisis. So is the commodities super-cycle over? (more…)

]]>
http://www.opalesque.com/Commodities_Briefing/?feed=rss2&p=125908
Goldman sees bull run over as returns trail stocks: Commodities http://www.opalesque.com/Commodities_Briefing/?p=125689 http://www.opalesque.com/Commodities_Briefing/?p=125689#comments Fri, 07 Jun 2013 01:08:20 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=125689 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=125689>Article Link</a> Commodities are trailing equities for the longest stretch in almost 15 years as Goldman Sachs Group Inc. and Citigroup Inc. predict the end of the decade-long bull market even as the global economy expands. (more…)

]]>
http://www.opalesque.com/Commodities_Briefing/?feed=rss2&p=125689
City AM cuts commodities for equities http://www.opalesque.com/Commodities_Briefing/?p=125617 http://www.opalesque.com/Commodities_Briefing/?p=125617#comments Tue, 04 Jun 2013 01:13:15 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=125617 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=125617>Article Link</a> City Asset Management has removed commodity exposure from its model portfolios in favour of international equities and alternative strategies. The group said it had removed its 4 per cent commodity exposure in its unitised model portfolios in April and put the proceeds towards increasing international equities from 12 per cent to 14 per cent, and alternative strategies from 15.5 per cent to 17 per cent. (more…)

]]>
http://www.opalesque.com/Commodities_Briefing/?feed=rss2&p=125617
Goldman says commodities, stocks diverge as stockpiles increase http://www.opalesque.com/Commodities_Briefing/?p=125439 http://www.opalesque.com/Commodities_Briefing/?p=125439#comments Thu, 16 May 2013 01:01:39 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=125439 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=125439>Article Link</a> Goldman Sachs Group Inc. said that returns from commodities have diverged from developed equity markets amid expectations for rising metal stockpiles and energy supplies, maintaining its neutral outlook on raw materials. (more…)

]]>
http://www.opalesque.com/Commodities_Briefing/?feed=rss2&p=125439
That equities/commodities disconnect http://www.opalesque.com/Commodities_Briefing/?p=125424 http://www.opalesque.com/Commodities_Briefing/?p=125424#comments Wed, 15 May 2013 01:34:44 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=125424 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=125424>Article Link</a> Stocks are up because of rampant QE, which is squeezing investor flows out of bond markets and into equities. And the reason we’ve got rampant QE is the continued lack of near-term economic recovery globally, which is manifestly bad for industrial commodities. (more…)

]]>
http://www.opalesque.com/Commodities_Briefing/?feed=rss2&p=125424
Magic trees: The performance of equities Vs. commodities http://www.opalesque.com/Commodities_Briefing/?p=125341 http://www.opalesque.com/Commodities_Briefing/?p=125341#comments Wed, 08 May 2013 02:25:57 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=125341 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=125341>Article Link</a> Imagine an island on which magic trees grow. These trees, as it turns out, are exactly like the trees everywhere else, except for three things. First, these trees never die. Second, the trees always grow to exactly 100 feet tall eventually. (more…)

]]>
http://www.opalesque.com/Commodities_Briefing/?feed=rss2&p=125341
Cooling hot commodities may be trouble for stocks http://www.opalesque.com/Commodities_Briefing/?p=125115 http://www.opalesque.com/Commodities_Briefing/?p=125115#comments Mon, 22 Apr 2013 03:11:13 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=125115 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=125115>Article Link</a> Fed Chief Ben Bernanke must be pleased as punch that this is likely to be his last spring at the helm of the Federal Reserve. That’s because for five years now, an auspicious start to the new year has turned ugly by the time the cherry blossoms bloom along DC’s Tidal Basin. (more…)

]]>
http://www.opalesque.com/Commodities_Briefing/?feed=rss2&p=125115
Are commodities warning stocks? http://www.opalesque.com/Commodities_Briefing/?p=125072 http://www.opalesque.com/Commodities_Briefing/?p=125072#comments Thu, 18 Apr 2013 00:53:53 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=125072 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=125072>Article Link</a> Copper is just one of the commodities that has shown major weakness this week, and today it fell to the lowest level since October 2011. (more…)

]]>
http://www.opalesque.com/Commodities_Briefing/?feed=rss2&p=125072
Commodity and Equity returns comparable in the very long run: BofAML http://www.opalesque.com/Commodities_Briefing/?p=124853 http://www.opalesque.com/Commodities_Briefing/?p=124853#comments Wed, 03 Apr 2013 04:09:46 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=124853 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=124853>Article Link</a> After poor performance in the last few months, some investors have cut back their exposure to commodities and boosted positions in equities. While there are cyclical reasons to support this asset allocation decision, BofAML’s most recent work suggests commodity and equity returns are comparable in the very long run. (more…)

]]>
http://www.opalesque.com/Commodities_Briefing/?feed=rss2&p=124853
5 commodity stocks moving on news http://www.opalesque.com/Commodities_Briefing/?p=124740 http://www.opalesque.com/Commodities_Briefing/?p=124740#comments Tue, 26 Mar 2013 04:08:40 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=124740 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=124740>Article Link</a> We are looking at a risk-on trade begin to take place as news that Cyprus has reached a deal with the EU on a 10 billion Euro bailout. Russia has been left out as they were unable to reach a deal of their own for a bailout and one has to question their actions as of late. (more…)

]]>
http://www.opalesque.com/Commodities_Briefing/?feed=rss2&p=124740
Why gold shares haven’t lost their shine http://www.opalesque.com/Commodities_Briefing/?p=124728 http://www.opalesque.com/Commodities_Briefing/?p=124728#comments Mon, 25 Mar 2013 02:12:12 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=124728 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=124728>Article Link</a> Despite a small uptick last week due to Cyprus jitters, the price of gold has been heading south in fits and starts since hitting a record near $1,900 (U.S.) an ounce back in September, 2011. Gold-mining shares have been just about the worst investment on the stock market, with the TSX global gold index losing about a third of its value over the past two years. (more…)

]]>
http://www.opalesque.com/Commodities_Briefing/?feed=rss2&p=124728
Commodity catch-up with stocks seen as elusive http://www.opalesque.com/Commodities_Briefing/?p=124716 http://www.opalesque.com/Commodities_Briefing/?p=124716#comments Fri, 22 Mar 2013 04:20:17 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=124716 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=124716>Article Link</a> Stocks and commodities are more likely to go separate ways than to move together, according to Binky Chadha, Deutsche Bank AG’s chief global strategist. (more…)

]]>
http://www.opalesque.com/Commodities_Briefing/?feed=rss2&p=124716