Opalesque Commodities Briefing » Investment http://www.opalesque.com/Commodities_Briefing Wed, 22 May 2013 01:30:27 +0000 http://wordpress.org/?v=2.5.1 en Stay long equities, short commodities, says Deutsche Bank http://www.opalesque.com/Commodities_Briefing/?p=125497 http://www.opalesque.com/Commodities_Briefing/?p=125497#comments Wed, 22 May 2013 01:29:50 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=125497 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=125497>Article Link</a> This probably isn’t a surprise coming from one of Wall Street’s most prominent bulls, but Deutsche Bank chief strategist Binky Chadha isn’t among those fretting that the stock market’s string of record highs has left markets overextended and due for an imminent pullback. (more…)

]]> http://www.opalesque.com/Commodities_Briefing/?feed=rss2&p=125497 Platinum buying quickens as gold allure diminishes: Commodities http://www.opalesque.com/Commodities_Briefing/?p=125488 http://www.opalesque.com/Commodities_Briefing/?p=125488#comments Wed, 22 May 2013 01:27:15 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=125488 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=125488>Article Link</a> At a time when diminishing faith in gold is spurring investors to sell record amounts of the metal, demand for platinum and palladium is strengthening as mining companies curb supply. (more…)

]]> http://www.opalesque.com/Commodities_Briefing/?feed=rss2&p=125488 What does a flagging commodities supercycle mean for the investor? http://www.opalesque.com/Commodities_Briefing/?p=125477 http://www.opalesque.com/Commodities_Briefing/?p=125477#comments Tue, 21 May 2013 05:48:58 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=125477 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=125477>Article Link</a> Rather than wonder if the supercycle has ended, keep watching for confirmations of continuity, or signs of reversal. From an Indian investor’s viewpoint, the debate on whether the supercycle of commodities has ended is relevant for several reasons. A declining trend in commodity prices can take the edge off rising inflation. (more…)

]]> http://www.opalesque.com/Commodities_Briefing/?feed=rss2&p=125477 Australia’s resources investment to peak at $85bln http://www.opalesque.com/Commodities_Briefing/?p=125460 http://www.opalesque.com/Commodities_Briefing/?p=125460#comments Fri, 17 May 2013 01:02:10 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=125460 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=125460>Article Link</a> Investment in Australia’s resources sector is expected to peak at a record $85 billion this year, led by unprecedented spending in the oil and gas sector. (more…)

]]> http://www.opalesque.com/Commodities_Briefing/?feed=rss2&p=125460 Gold pessimism grows as investors predict falls http://www.opalesque.com/Commodities_Briefing/?p=125458 http://www.opalesque.com/Commodities_Briefing/?p=125458#comments Fri, 17 May 2013 01:01:40 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=125458 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=125458>Article Link</a> Gold has the worst 12-month outlook among key commodities markets and could see falls over the coming months, according to a client survey from Credit Suisse. The survey, published yesterday and based on responses from a poll of around 185 Credit Suisse clients, showed that 60% of investors named gold as the commodity with the worst forecast when compared with copper, crude oil and corn. (more…)

]]> http://www.opalesque.com/Commodities_Briefing/?feed=rss2&p=125458 Commodities revenue at 10 top banks seen down 54pct in 1st Quarter http://www.opalesque.com/Commodities_Briefing/?p=125443 http://www.opalesque.com/Commodities_Briefing/?p=125443#comments Thu, 16 May 2013 01:02:43 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=125443 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=125443>Article Link</a> Commodities revenue at the 10 largest banks fell 54 percent in the first quarter from a year earlier, according to analytics company Coalition. (more…)

]]> http://www.opalesque.com/Commodities_Briefing/?feed=rss2&p=125443 Wall St commodity slump deepens in Q1, led by Morgan Stanley http://www.opalesque.com/Commodities_Briefing/?p=125442 http://www.opalesque.com/Commodities_Briefing/?p=125442#comments Thu, 16 May 2013 01:02:28 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=125442 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=125442>Article Link</a> Global investment banks suffered another bruising decline in commodity trading in the first three months of this year, new reports showed on Wednesday, with Morgan Stanley’s revenues collapsing to a quarter of what they were a year ago. Morgan Stanley Q1 commodity revenues fall 77 pct. (more…)

]]> http://www.opalesque.com/Commodities_Briefing/?feed=rss2&p=125442 The basics of ETF investing http://www.opalesque.com/Commodities_Briefing/?p=125431 http://www.opalesque.com/Commodities_Briefing/?p=125431#comments Thu, 16 May 2013 00:59:35 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=125431 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=125431>Article Link</a> Investors who want to begin investing in exchange traded funds have so many choices, it could be difficult to begin. There are many risks involved with using ETFs, just as there are plenty of rewards. (more…)

]]> http://www.opalesque.com/Commodities_Briefing/?feed=rss2&p=125431 Investors shun commodities as China ‘hard landing’ risk re-emerges http://www.opalesque.com/Commodities_Briefing/?p=125425 http://www.opalesque.com/Commodities_Briefing/?p=125425#comments Wed, 15 May 2013 01:34:59 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=125425 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=125425>Article Link</a> Major investors are sweeping their portfolios clear of commodities as they start to fret again that the Chinese economy could suffer a ‘hard landing’, hitting demand for the world’s raw materials. (more…)

]]> http://www.opalesque.com/Commodities_Briefing/?feed=rss2&p=125425 Commodity holdings tumble in May, BofA survey says http://www.opalesque.com/Commodities_Briefing/?p=125422 http://www.opalesque.com/Commodities_Briefing/?p=125422#comments Wed, 15 May 2013 01:34:16 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=125422 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=125422>Article Link</a> Money managers are the most bearish on commodities in more than four years as a majority expected a weaker Chinese economy for the first time in 14 months, a Bank of America Corp. survey showed. (more…)

]]> http://www.opalesque.com/Commodities_Briefing/?feed=rss2&p=125422 Managers pick ‘commodities collapse’ as top tail risk http://www.opalesque.com/Commodities_Briefing/?p=125421 http://www.opalesque.com/Commodities_Briefing/?p=125421#comments Wed, 15 May 2013 01:33:52 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=125421 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=125421>Article Link</a> Prolonged low inflation has sent commodities allocations among fund managers to a four-year low, according to a new survey. A quarter of respondents to the Bank of America Merrill Lynch’s monthly poll on manager sentiment said a commodity collapse is the number one tail risk, an increase from 18% in April. (more…)

]]> http://www.opalesque.com/Commodities_Briefing/?feed=rss2&p=125421 Diamonds: A better haven than gold? http://www.opalesque.com/Commodities_Briefing/?p=125410 http://www.opalesque.com/Commodities_Briefing/?p=125410#comments Wed, 15 May 2013 01:31:04 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=125410 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=125410>Article Link</a> Are diamonds an investor’s best friend? The collapse of gold prices earlier this spring seems to have been met with a kind of muted elation from those promoting the idea that diamonds, like the precious metal, could become a recognized asset class and another form of haven investment. (more…)

]]> http://www.opalesque.com/Commodities_Briefing/?feed=rss2&p=125410 Commodity investors withdrew a record $9.3 bln last month http://www.opalesque.com/Commodities_Briefing/?p=125367 http://www.opalesque.com/Commodities_Briefing/?p=125367#comments Fri, 10 May 2013 03:14:26 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=125367 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=125367>Article Link</a> Investors withdrew a record $9.3 billion from commodity exchange-traded products as gold sales pushed the metal into a bear market, BlackRock Inc (BLK) said. The outflow for commodities in April pushed the total for the first four months this year to $17.8 billion, compared with inflows of $6 billion for the same period last year, BlackRock said in a report dated April 30. (more…)

]]> http://www.opalesque.com/Commodities_Briefing/?feed=rss2&p=125367 Long-term investors bet on commodity currencies falling http://www.opalesque.com/Commodities_Briefing/?p=125343 http://www.opalesque.com/Commodities_Briefing/?p=125343#comments Wed, 08 May 2013 02:26:31 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=125343 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=125343>Article Link</a> The Australian, Canadian and New Zealand dollars may be set for a decline, dragged down by a slowdown in China and a sharp fall in commodity prices. Tuesday’s 0.8 percent slide by the Aussie versus the U.S. dollar, prompted by a rate cut, was just a foretaste. (more…)

]]> http://www.opalesque.com/Commodities_Briefing/?feed=rss2&p=125343 Where to invest in 2013: What Jim Rogers is most optimistic about http://www.opalesque.com/Commodities_Briefing/?p=125342 http://www.opalesque.com/Commodities_Briefing/?p=125342#comments Wed, 08 May 2013 02:26:15 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=125342 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=125342>Article Link</a> Jim Rogers gave us the scoop on his latest interests in agriculture. Rogers pointed to several factors he believes will push agricultural commodities prices much higher in the years ahead. (more…)

]]> http://www.opalesque.com/Commodities_Briefing/?feed=rss2&p=125342 “Gold rush” reveals scant investment options http://www.opalesque.com/Commodities_Briefing/?p=125319 http://www.opalesque.com/Commodities_Briefing/?p=125319#comments Tue, 07 May 2013 03:35:13 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=125319 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=125319>Article Link</a> Though credited with stabilizing gold price, the recent gold-buying spree in China reveals a lack of investment options for Chinese households looking to retain asset value. Despite a new price swing, the precious metal will stay buoyant at 1,542 US dollars per ounce for 2013, thanks in part to strong retail demand from China and India, predicted HSBC recently. (more…)

]]> http://www.opalesque.com/Commodities_Briefing/?feed=rss2&p=125319 Silver demand for investment falls over 80pct in 2012 http://www.opalesque.com/Commodities_Briefing/?p=125313 http://www.opalesque.com/Commodities_Briefing/?p=125313#comments Tue, 07 May 2013 03:33:47 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=125313 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=125313>Article Link</a> While gold might be losing shine due to falling prices, silver had dimmed last year itself. Demand and imports into India fell 80 per cent in 2012. The fall in demand has a direct reflection on import, though India produces sizable silver, unlike gold where the country is totally import-dependent. (more…)

]]> http://www.opalesque.com/Commodities_Briefing/?feed=rss2&p=125313 Gold: To buy or not to buy? http://www.opalesque.com/Commodities_Briefing/?p=125259 http://www.opalesque.com/Commodities_Briefing/?p=125259#comments Thu, 02 May 2013 03:22:42 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=125259 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=125259>Article Link</a> For those of you who have been following the precious metals sector you know that things aren’t going too well currently. Silver prices have fallen ~25% year to date, gold has fallen ~16% year to date, and platinum has fallen ~8% year to date. (more…)

]]> http://www.opalesque.com/Commodities_Briefing/?feed=rss2&p=125259 Activity in Gold may determine stability in wider commodity investment pic: Barclays http://www.opalesque.com/Commodities_Briefing/?p=125257 http://www.opalesque.com/Commodities_Briefing/?p=125257#comments Thu, 02 May 2013 03:22:05 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=125257 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=125257>Article Link</a> The flow of investments out of commodities slowed down sharply in March to a net $2.6bn from $4bn in February. The main reason for this slowdown was a halving in the value of funds withdrawn from precious metals ETPs to $2.6bn. (more…)

]]> http://www.opalesque.com/Commodities_Briefing/?feed=rss2&p=125257 Commodity price forecasts after mid-April declines http://www.opalesque.com/Commodities_Briefing/?p=125244 http://www.opalesque.com/Commodities_Briefing/?p=125244#comments Tue, 30 Apr 2013 03:40:48 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=125244 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=125244>Article Link</a> Global investment banks have adjusted near-term price forecasts for energy, metals and agricultural commodities after the mid-April market tumble.Brent crude oil fell below $100 a barrel the first time in nine months; gold suffered its biggest loss in dollar terms; and copper sunk to an 18-month low after the selloff, triggered by worries of stagnating China growth, fresh concerns about the euro zone and U.S. economic uncertainty. (more…)

]]> http://www.opalesque.com/Commodities_Briefing/?feed=rss2&p=125244 Slower world growth gives commodity investors cold feet http://www.opalesque.com/Commodities_Briefing/?p=125241 http://www.opalesque.com/Commodities_Briefing/?p=125241#comments Tue, 30 Apr 2013 03:39:53 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=125241 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=125241>Article Link</a> Investors are staying away from commodities, fearing that the worst is yet to come after prices plunged in April on signs of slower world economic growth.Wealth managers have been pulling money from commodities since the start of the year, culminating in a major sell off in April when investors dumped gold, copper and oil.Poor economic data from China, Europe and the United States has hit global growth forecasts, making investors reassess the demand for raw materials. (more…)

]]> http://www.opalesque.com/Commodities_Briefing/?feed=rss2&p=125241 Speculators return to cutting precious metals bullish positions — CFTC http://www.opalesque.com/Commodities_Briefing/?p=125223 http://www.opalesque.com/Commodities_Briefing/?p=125223#comments Tue, 30 Apr 2013 03:31:35 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=125223 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=125223>Article Link</a> Large speculators returned as sellers of precious metals futures and options on the Comex division of the New York Mercantile Exchange and the Nymex, trimming back exposure in all precious metals and slashing gold positions, according to U.S. government data. (more…)

]]> http://www.opalesque.com/Commodities_Briefing/?feed=rss2&p=125223 Commodity shakeout emboldens risk-seeking investors http://www.opalesque.com/Commodities_Briefing/?p=125219 http://www.opalesque.com/Commodities_Briefing/?p=125219#comments Mon, 29 Apr 2013 01:56:16 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=125219 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=125219>Article Link</a> Although the speed and scale of the fall has raised eyebrows, it may be that the world is simply entering a seasonal soft patch, as it did last year. And there are hardly any signs of a major investment shift away from risky assets. (more…)

]]> http://www.opalesque.com/Commodities_Briefing/?feed=rss2&p=125219 Commodity gurus are just waiting to jump back into gold http://www.opalesque.com/Commodities_Briefing/?p=125191 http://www.opalesque.com/Commodities_Briefing/?p=125191#comments Fri, 26 Apr 2013 03:31:41 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=125191 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=125191>Article Link</a> Jim Rogers, who predicted a commodity rally in 1999, said he’s ready to buy gold when it hits bottom, but with prices still climbing after 9 days he may have missed it. Jim Rogers, who predicted a commodity rally in 1999, said he may buy gold if a bear market deepens and prices fall to $1,300 an ounce or below. (more…)

]]> http://www.opalesque.com/Commodities_Briefing/?feed=rss2&p=125191 Billionaire Paulson says he’s staying the course on gold http://www.opalesque.com/Commodities_Briefing/?p=125171 http://www.opalesque.com/Commodities_Briefing/?p=125171#comments Thu, 25 Apr 2013 02:47:31 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=125171 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=125171>Article Link</a> The New York-based hedge fund manager has long stuck by his thesis that gold will someday be a powerful hedge against inflation, and it was no different on the investor call he held, two people who listened to the call said. (more…)

]]> http://www.opalesque.com/Commodities_Briefing/?feed=rss2&p=125171 Did gold really disappoint as a “safe haven”? http://www.opalesque.com/Commodities_Briefing/?p=125170 http://www.opalesque.com/Commodities_Briefing/?p=125170#comments Thu, 25 Apr 2013 02:47:16 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=125170 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=125170>Article Link</a> What is a “Safe-Haven”? It should be defined as a long-term investment that holds its value internationally, in extreme financial times. Is gold one of these? After all, it has fallen from $1,921 at its peak to $1,344 at its trough. (more…)

]]> http://www.opalesque.com/Commodities_Briefing/?feed=rss2&p=125170 Jim Rogers: It pays to be worried, and to be skeptical http://www.opalesque.com/Commodities_Briefing/?p=125163 http://www.opalesque.com/Commodities_Briefing/?p=125163#comments Thu, 25 Apr 2013 02:45:30 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=125163 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=125163>Article Link</a> If you are invested in the lofty stock markets of the United States or Japan, legendary investor Jim Rogers has a message for you …Euphoric gains always lead to hangover pains – it’s just a matter of when. (more…)

]]> http://www.opalesque.com/Commodities_Briefing/?feed=rss2&p=125163 Hedge fund gold wagers defy worst slump in 33 years: Commodities http://www.opalesque.com/Commodities_Briefing/?p=125111 http://www.opalesque.com/Commodities_Briefing/?p=125111#comments Mon, 22 Apr 2013 03:10:04 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=125111 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=125111>Article Link</a> Hedge funds increased bets on gold rallying after prices plunged the most in 33 years, underscoring billionaire John Paulson’s view that bullion will rebound. (more…)

]]> http://www.opalesque.com/Commodities_Briefing/?feed=rss2&p=125111 Speculators behind gold price dip http://www.opalesque.com/Commodities_Briefing/?p=125108 http://www.opalesque.com/Commodities_Briefing/?p=125108#comments Mon, 22 Apr 2013 03:09:11 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=125108 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=125108>Article Link</a> The collapse in the gold price is the result of market manipulation by huge overseas bullion-price speculators rather than an end to the conditions which drove prices sky-high, says one local gold dealer. (more…)

]]> http://www.opalesque.com/Commodities_Briefing/?feed=rss2&p=125108 Managers bet on wrong side of gold http://www.opalesque.com/Commodities_Briefing/?p=125105 http://www.opalesque.com/Commodities_Briefing/?p=125105#comments Mon, 22 Apr 2013 03:08:23 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=125105 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=125105>Article Link</a> Hedge funds and other large speculators increased their net bet on higher gold prices during the week the market recorded its largest-ever two-day selloff, according to government data released on Friday. (more…)

]]> http://www.opalesque.com/Commodities_Briefing/?feed=rss2&p=125105 Central Banks may continue with Gold purchase; demand remain firm: Barclays http://www.opalesque.com/Commodities_Briefing/?p=125101 http://www.opalesque.com/Commodities_Briefing/?p=125101#comments Mon, 22 Apr 2013 03:07:20 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=125101 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=125101>Article Link</a> Central banks around the globe are expected to continue with gold purchase and activity thus far this year has been firmly on the demand side, stated London based Barclays in its recent market analysis. (more…)

]]> http://www.opalesque.com/Commodities_Briefing/?feed=rss2&p=125101 How to play 2013′s best performing commodity http://www.opalesque.com/Commodities_Briefing/?p=125087 http://www.opalesque.com/Commodities_Briefing/?p=125087#comments Fri, 19 Apr 2013 04:08:24 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=125087 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=125087>Article Link</a> You find me a commodity that’s heading higher and I’ll find you a way to play it. Lately the “finding” has gotten a little harder. Price action across the board in commodities hasn’t given us many uptrending commodities – that is, except for one. (more…)

]]> http://www.opalesque.com/Commodities_Briefing/?feed=rss2&p=125087 Commodities slump prompts investors to rethink http://www.opalesque.com/Commodities_Briefing/?p=125056 http://www.opalesque.com/Commodities_Briefing/?p=125056#comments Wed, 17 Apr 2013 01:30:43 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=125056 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=125056>Article Link</a> Investors are reassessing commodities after sharp price falls and years of poor returns, but traders say the long-term outlook is still promising for those with specialized expertise. Global demand for raw materials will continue to increase as the populations of China and other emerging economies consume more, offering support for prices and creating local shortages and price imbalances that can provide attractive margins. (more…)

]]> http://www.opalesque.com/Commodities_Briefing/?feed=rss2&p=125056 Global investors less optimistic on equities, commodities: BofA Merrill Lynch poll http://www.opalesque.com/Commodities_Briefing/?p=125054 http://www.opalesque.com/Commodities_Briefing/?p=125054#comments Wed, 17 Apr 2013 01:30:12 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=125054 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=125054>Article Link</a> Global investors were less optimistic about the global economy in April as the growth outlook for China deteriorated, weighing on commodity and equity allocations, a closely-watched survey of fund managers showed. (more…)

]]> http://www.opalesque.com/Commodities_Briefing/?feed=rss2&p=125054 Investors in a fix as commodities defy asset class norm http://www.opalesque.com/Commodities_Briefing/?p=125052 http://www.opalesque.com/Commodities_Briefing/?p=125052#comments Wed, 17 Apr 2013 01:29:44 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=125052 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=125052>Article Link</a> The status of commodities as a distinct asset class is under threat following another lousy start to the year for investors. Total returns on the two major commodity indices, the Standard and Poor’s Goldman Sachs Commodity Index and the Dow Jones-UBS Commodity Index, show losses of 4.4% and 3.7% respectively so far this year, while an investment in the S&P 500 equity index is up 12%, including dividends. (more…)

]]> http://www.opalesque.com/Commodities_Briefing/?feed=rss2&p=125052 Only a fool would invest in commodities now http://www.opalesque.com/Commodities_Briefing/?p=125034 http://www.opalesque.com/Commodities_Briefing/?p=125034#comments Tue, 16 Apr 2013 00:57:07 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=125034 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=125034>Article Link</a> We just saw a rather ugly spate of data from China, and the result has been a bit of a selloff in markets, from Asia to the U.S. Not all stocks have been held back. Netflix, for instance, just had its price target raised at Goldman Sachs and rallied 5% to start the week. But commodity stocks as a whole are taking a beating. And don’t expect the pain to end anytime soon. (more…)

]]> http://www.opalesque.com/Commodities_Briefing/?feed=rss2&p=125034 Silver futures plunge 8pct as investors exit precious metals http://www.opalesque.com/Commodities_Briefing/?p=125025 http://www.opalesque.com/Commodities_Briefing/?p=125025#comments Tue, 16 Apr 2013 00:54:41 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=125025 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=125025>Article Link</a> Silver futures were down sharply on Monday, falling by as much as 8% to hit the lowest level since November 2010 as investors continued to liquidate positions after prices broke below key support levels. On the Comex division of the New York Mercantile Exchange, silver futures for May delivery traded at USD24.37 a troy ounce during European morning trade, down 7.5% on the day. (more…)

]]> http://www.opalesque.com/Commodities_Briefing/?feed=rss2&p=125025 Are commodities a buy? http://www.opalesque.com/Commodities_Briefing/?p=125020 http://www.opalesque.com/Commodities_Briefing/?p=125020#comments Mon, 15 Apr 2013 03:13:48 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=125020 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=125020>Article Link</a> Your investment portfolio already has stocks and bonds. Do you need to add commodities such as soybeans, copper and oil as well? Some experts argue that you should—and that this may be a good moment in which to make the move. (more…)

]]> http://www.opalesque.com/Commodities_Briefing/?feed=rss2&p=125020 Are you a scared silver investor? http://www.opalesque.com/Commodities_Briefing/?p=125000 http://www.opalesque.com/Commodities_Briefing/?p=125000#comments Mon, 15 Apr 2013 03:08:31 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=125000 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=125000>Article Link</a> So, how many of you are surprised to see silver trading down below $26 in the futures? As you know, I, for one, am not. In fact, I have been looking for the $22-24 region in silver for a longer term buying opportunity for two years now since silver topped almost exactly 2 years ago. (more…)

]]> http://www.opalesque.com/Commodities_Briefing/?feed=rss2&p=125000 Don’t like how big oil invests? Blame wall street http://www.opalesque.com/Commodities_Briefing/?p=124989 http://www.opalesque.com/Commodities_Briefing/?p=124989#comments Fri, 12 Apr 2013 04:14:39 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=124989 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=124989>Article Link</a> Wall Street is unhappy with the performance of ExxonMobil’s share price. In the race of Big Oil share prices, Chevron is clearly winning. The discussion of relative share price performance is recently focusing on two things that distinguish the two oil giants. Unlike ExxonMobil, Chevron opted to stay out of Iraq and hasn’t yet purchased a US shale gas company. This begs the question: Who was right? (more…)

]]> http://www.opalesque.com/Commodities_Briefing/?feed=rss2&p=124989 India, China lag behind in mining investment, finds survey http://www.opalesque.com/Commodities_Briefing/?p=124983 http://www.opalesque.com/Commodities_Briefing/?p=124983#comments Fri, 12 Apr 2013 04:12:55 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=124983 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=124983>Article Link</a> Asia-Pacific countries are the best-placed to supply the region’s future commodity demand, but rather than encouraging mining it appears they are making it harder for explorers and producers. (more…)

]]> http://www.opalesque.com/Commodities_Briefing/?feed=rss2&p=124983 JPMorgan analysts say big investment banks are ‘uninvestable’ http://www.opalesque.com/Commodities_Briefing/?p=124979 http://www.opalesque.com/Commodities_Briefing/?p=124979#comments Fri, 12 Apr 2013 04:11:36 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=124979 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=124979>Article Link</a> JPMorgan Chase & Co. (JPM), the largest U.S. bank by assets and the top investment bank by fees, is questioning the so-called universal bank model’s future. (more…)

]]> http://www.opalesque.com/Commodities_Briefing/?feed=rss2&p=124979 Hedge funds cut bets most since ’08 as prices slump: Commodities http://www.opalesque.com/Commodities_Briefing/?p=124930 http://www.opalesque.com/Commodities_Briefing/?p=124930#comments Tue, 09 Apr 2013 03:57:05 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=124930 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=124930>Article Link</a> Hedge funds reduced bets on a commodity rally by the most since 2008 as rising supplies of everything from copper to sugar and slowing U.S. growth drove prices to the biggest slump in six months. (more…)

]]> http://www.opalesque.com/Commodities_Briefing/?feed=rss2&p=124930 Hedge funds’ bullish commodity bets down most since Feb http://www.opalesque.com/Commodities_Briefing/?p=124914 http://www.opalesque.com/Commodities_Briefing/?p=124914#comments Mon, 08 Apr 2013 03:31:24 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=124914 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=124914>Article Link</a> Hedge funds and other big speculators have cut their bullish bets on commodities by the most since February, trade data showed on Friday, amid signs of stagnating U.S. economic recovery and uncertainty over raw materials demand. (more…)

]]> http://www.opalesque.com/Commodities_Briefing/?feed=rss2&p=124914 Price sensitive investors to push gold down at the margin http://www.opalesque.com/Commodities_Briefing/?p=124864 http://www.opalesque.com/Commodities_Briefing/?p=124864#comments Thu, 04 Apr 2013 03:45:19 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=124864 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=124864>Article Link</a> Investor sentiment is the single most important factor driving gold prices higher or lower, Says CPM Group MD, Jeff Christian. And, it is for this reason that gold prices are likely to move lower this year. (more…)

]]> http://www.opalesque.com/Commodities_Briefing/?feed=rss2&p=124864 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 Is anyone still interested in gold? http://www.opalesque.com/Commodities_Briefing/?p=124845 http://www.opalesque.com/Commodities_Briefing/?p=124845#comments Wed, 03 Apr 2013 04:07:22 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=124845 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=124845>Article Link</a> The recent price action of gold has been frustrating for some people. The precious metal logged its second consecutive quarterly loss and remains in consolidation mode amid the greatest financial crisis since the Great Depression. However, there are still plenty of buyers around the world that are interested in gold. (more…)

]]> http://www.opalesque.com/Commodities_Briefing/?feed=rss2&p=124845 Investors check out of commodities http://www.opalesque.com/Commodities_Briefing/?p=124832 http://www.opalesque.com/Commodities_Briefing/?p=124832#comments Tue, 02 Apr 2013 02:12:18 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=124832 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=124832>Article Link</a> If you slept through the first quarter in commodity markets, you didn’t miss much.The Dow Jones-UBS Commodity Index fell 1.1% in the first quarter, and the lackluster performance could add further fuel to detractors’ argument that the commodity supercycle is over for now. The index fell 1.1% in 2012 after declining 13% in 2011. (more…)

]]> http://www.opalesque.com/Commodities_Briefing/?feed=rss2&p=124832 Bullish commodities bets rebound at fastest pace in four years http://www.opalesque.com/Commodities_Briefing/?p=124831 http://www.opalesque.com/Commodities_Briefing/?p=124831#comments Tue, 02 Apr 2013 02:12:05 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=124831 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=124831>Article Link</a> Investors are boosting wagers on higher commodity prices at the fastest pace in almost four years, rebounding from the least bullish position since 2009, on signs that the U.S. is accelerating and Europe’s debt crisis is easing. (more…)

]]> http://www.opalesque.com/Commodities_Briefing/?feed=rss2&p=124831 Why investors have lost interest in gold http://www.opalesque.com/Commodities_Briefing/?p=124814 http://www.opalesque.com/Commodities_Briefing/?p=124814#comments Tue, 02 Apr 2013 02:07:53 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=124814 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=124814>Article Link</a> You no doubt have heard it said: A market requires buying, a lot of buying, to rise, but it can fall for any reason. Really; I hope you heard that before now because like so much of what passes for perceived wisdom on Wall Street, it is wrong, worthy only of the Annals of Unsubstantiated Musings, and therefore would not be said by me. (more…)

]]> http://www.opalesque.com/Commodities_Briefing/?feed=rss2&p=124814 Central Banks are buying more gold than ever — Shouldn’t you be too? http://www.opalesque.com/Commodities_Briefing/?p=124794 http://www.opalesque.com/Commodities_Briefing/?p=124794#comments Thu, 28 Mar 2013 04:10:34 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=124794 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=124794>Article Link</a> Bloomberg reported recently that Russia is now the world’s biggest gold buyer, its central bank having added 570 tonnes (18.3 million troy ounces) over the past decade. At $1,650/ounce, that’s $30.1 billion worth of gold. (more…)

]]> http://www.opalesque.com/Commodities_Briefing/?feed=rss2&p=124794 Four billion reasons REEs and graphite will make you money http://www.opalesque.com/Commodities_Briefing/?p=124790 http://www.opalesque.com/Commodities_Briefing/?p=124790#comments Thu, 28 Mar 2013 04:09:32 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=124790 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=124790>Article Link</a> According to Goldman Sachs, in 2011 China added $1.3 trillion to global growth. This is the equivalent of adding an economy the size of Greece to the global economy every 12.5 weeks or an economy the size of Australia over the course of the year. In 2012, if you look at all four BRIC (Brazil, Russia, India and China) economies combined, they added $2.2 trillion to global growth. (more…)

]]> http://www.opalesque.com/Commodities_Briefing/?feed=rss2&p=124790 World water crisis could lead to big investing opportunity http://www.opalesque.com/Commodities_Briefing/?p=124779 http://www.opalesque.com/Commodities_Briefing/?p=124779#comments Thu, 28 Mar 2013 04:07:21 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=124779 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=124779>Article Link</a> When you turn on the faucet of your kitchen sink or bathroom shower, it’s easy to forget that behind the water is a really big business. From finding a clean source, to purifying it, and getting it into your home, there are plenty of ways to profit from good old H2O. And the demand for safe, clean water in every corner of the world has never been higher. (more…)

]]> http://www.opalesque.com/Commodities_Briefing/?feed=rss2&p=124779 Gold price seen lower in 2013 as investors’ demand drops: CPM http://www.opalesque.com/Commodities_Briefing/?p=124775 http://www.opalesque.com/Commodities_Briefing/?p=124775#comments Wed, 27 Mar 2013 04:10:56 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=124775 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=124775>Article Link</a> The average price of gold is expected to fall in 2013 for the first time in 11 years as fading fears of catastrophic market events prompt investors to scale back bullion purchases, commodities research and consultant CPM Group said. In its report released on Tuesday, the New York firm said it expects net buying by gold investors to drop for a second consecutive year and weigh on bullion prices, even though gold fabrication and central-bank demand will rise this year. (more…)

]]> http://www.opalesque.com/Commodities_Briefing/?feed=rss2&p=124775 ‘Investment demand in gold to drop 3pct in 2013′ http://www.opalesque.com/Commodities_Briefing/?p=124774 http://www.opalesque.com/Commodities_Briefing/?p=124774#comments Wed, 27 Mar 2013 04:10:39 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=124774 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=124774>Article Link</a> The average price of gold is expected to fall in 2013 for the first time in 11 years, as fears of catastrophic market events fade, prompting investors to scale back bullion purchases, commodities research and consultant CPM Group said. (more…)

]]> http://www.opalesque.com/Commodities_Briefing/?feed=rss2&p=124774 The best way to buy silver http://www.opalesque.com/Commodities_Briefing/?p=124771 http://www.opalesque.com/Commodities_Briefing/?p=124771#comments Wed, 27 Mar 2013 04:09:53 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=124771 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=124771>Article Link</a> Given all the uncertainty in the global economy - debt issues, easing programs, unemployment, etc. - many investors have taken comfort in owning precious metals. Designed to protect against inflation and ambiguity in the markets, the asset class contains much appeal. (more…)

]]> http://www.opalesque.com/Commodities_Briefing/?feed=rss2&p=124771 Lithium investing: A visual guide http://www.opalesque.com/Commodities_Briefing/?p=124770 http://www.opalesque.com/Commodities_Briefing/?p=124770#comments Wed, 27 Mar 2013 04:09:42 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=124770 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=124770>Article Link</a> In the commodity world, lithium is a rising star as its use and prevalence has skyrocketed in recent years. Thanks to a wealth of new technologies, lithium is slowly becoming a staple metal for a number of products and industries. (more…)

]]> http://www.opalesque.com/Commodities_Briefing/?feed=rss2&p=124770 Read this before investing in commodities http://www.opalesque.com/Commodities_Briefing/?p=124761 http://www.opalesque.com/Commodities_Briefing/?p=124761#comments Wed, 27 Mar 2013 04:07:21 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=124761 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=124761>Article Link</a> Wall Street’s commodity trading revenues stand at just half of what they were in 2008. And the buying and selling of grains, metals, energy and other goods now accounts for a thin 6.5% slice of the overall trading revenue pie — down from 30% five years ago. (more…)

]]> http://www.opalesque.com/Commodities_Briefing/?feed=rss2&p=124761 Rated funds: Top four commodity investments http://www.opalesque.com/Commodities_Briefing/?p=124741 http://www.opalesque.com/Commodities_Briefing/?p=124741#comments Tue, 26 Mar 2013 04:08:56 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=124741 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=124741>Article Link</a> It is difficult to imagine that anyone is unaware of the importance of commodities in our everyday lives. Rising energy prices have cranked up household costs and higher food prices are squeezing family budgets. (more…)

]]> http://www.opalesque.com/Commodities_Briefing/?feed=rss2&p=124741 Hedge funds take commodity bets back to month high from 1-yr low http://www.opalesque.com/Commodities_Briefing/?p=124736 http://www.opalesque.com/Commodities_Briefing/?p=124736#comments Mon, 25 Mar 2013 02:14:24 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=124736 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=124736>Article Link</a> Hedge funds and other big speculators have taken their bullish bets on U.S. commodities back to a one-month high from a more than a one-year low, data showed on Friday, as they bought gold this week on fears of financial meltdown in Cyprus. (more…)

]]> http://www.opalesque.com/Commodities_Briefing/?feed=rss2&p=124736