Stock Market News & Stocks to Watch from StraightStocks » Commodities

Words from the (investment) wise for the week that was (November 16 – 22, 2009)

Prieur du Plessis — Sun, 22 Nov 2009 07:56:10 +0000

Stock markets succumbed to a bout of profit-taking last week, sparked by concerns that the rally has overshot the pace of economic recovery. Riskier assets were showing signs of fatigue as the US dollar – the catalyst of many recent moves – stabilized. Read more about this and the implications for financial markets in the weekly "Words from the Wise" review.

Don Coxe webcast – updated (November 20, 2009)

Prieur du Plessis — Sat, 21 Nov 2009 07:10:26 +0000

Don Coxe has updated his popular webcast on Friday, November 20 - good news for his followers. Follow the link from this post.

Donald Coxe – Investment Recommendations (November 2009)

Prieur du Plessis — Tue, 17 Nov 2009 08:51:07 +0000

The November edition of the Coxe Basic Points research report (subtitled "The Power of Zero") by Donald Coxe has just been published. His investment recommendations are listed in this post, and a link to the full report is also provided.

Words from the (investment) wise for the week that was (November 9 – 15, 2009)

Prieur du Plessis — Sun, 15 Nov 2009 07:50:16 +0000

Read about the shenanigans of the financial markets, together with some thought-provoking news items and quotes from market commentators during the past week, in the weekly “Words from the Wise” review.

Don Coxe webcast – updated (November 13, 2009)

Prieur du Plessis — Sat, 14 Nov 2009 05:02:04 +0000

Don Coxe has just updated his popular webcast - good news for his followers. You can access the recording here or from the sidebar of the Investment Postcards site (the column on the right-hand side) by clicking on Don’s photograph. Did you enjoy this post? If so, click here to subscribe to updates to Investment Postcards [...]

Commodity Companies Index (CCI) Up 214% YTD!

Lorimer Wilson — Thu, 12 Nov 2009 16:20:34 +0000

Up until now investors, analysts and newsletter writers have relied on the price performance of the commodities themselves (such as gold, silver, crude oil, etc.), the Reuters CRB Commodity Index or the HUI, XAU, GDM or CDNX indices to determine the health, performance and trends in commodities. Fortunately, for all [...]

Old-fashioned commodities; old-fashioned strength

Chris Mayer — Wed, 11 Nov 2009 12:26:51 +0000

pa href="http://www.contrarianprofits.com/articles/author/chris-mayer/" class="alinks_links"Chris Mayer/a (Penny Sleuth):br / “If you can tell me something else where the fundamentals are so attractive…I’d be happy to put my money there,” said Jim Rogers, the famed investor and self-made billionaire in a recent interview. “But I don’t know of any other place.” /p pWhat’s he talking about? Today, we take a look and invest right alongside his idea. And it should start to pay off with the arrival of the first swallows of spring in 2010. It’s also timely now — in this weak-kneed economy — because it has traditionally held up well even in when the economy is on the ropes. Even the Great Depression couldn’t put this thing down./p pWe start with simple truths. The world’s population has more#8230;/p

Interview: Jim Rogers on gold, bubbles, commodites, equities, and Roubini

Prieur du Plessis — Wed, 11 Nov 2009 06:42:58 +0000

This post features an in-depth interview with Jim Rogers on a wide-ranging number of topical issues.

Did China Buy Too Much Copper?

David Taggart — Tue, 10 Nov 2009 17:20:36 +0000

There is some interesting news out of China that they may in fact re-export some of their copper stockpiles. Here is the link to the Bloomberg story “China May Re-Export Copper on Stockpiles.” While not a rally killer by itself this is pretty damning evidence that a major part of the rally in commodities came [...]

Words from the (investment) wise for the week that was (November 2 – 8, 2009)

Prieur du Plessis — Sun, 08 Nov 2009 07:08:57 +0000

“A hesitant economic recovery, tame inflation and severe credit headwinds suggest that monetary policy will need to stay very easy for at least another year. Liquidity trends will not be a constraint on higher prices for risk assets for a while,” said BCA Research. Read more about this and the implications for financial markets in the weekly “Words from the Wise” review.

Don Coxe webcast – updated (November 6, 2009)

Prieur du Plessis — Sat, 07 Nov 2009 08:14:38 +0000

Don Coxe has updated his popular webcast on November 6. You can access the recording from the sidebar of the Investment Postcards site.

The week ahead

Prieur du Plessis — Sat, 07 Nov 2009 08:09:15 +0000

The video clips in this post provide a handy summary of the reports expected on the economic, financial and corporate front around the globe during the week ahead.

Jim Rogers in the spotlight

Prieur du Plessis — Tue, 03 Nov 2009 07:58:37 +0000

Lindsay Whipp of the Financial Times sits down with Jim Rogers in Tokyo for a four-part interview covering the US dollar, China, commodities and crisis-related issues.

Jim Rogers in the spotlight

Prieur du Plessis — Tue, 03 Nov 2009 07:58:37 +0000

Lindsay Whipp of the Financial Times sits down with Jim Rogers in Tokyo for a four-part interview covering the US dollar, China, commodities and crisis-related issues.

The week ahead

Prieur du Plessis — Mon, 02 Nov 2009 07:50:35 +0000

The video clips in this post provide a handy summary of the reports expected on the economic, financial and corporate front around the globe during the week ahead.

Words from the (investment) wise for the week that was (Oct 26 – Nov 1, 2009)

Prieur du Plessis — Sun, 01 Nov 2009 07:47:22 +0000

Rewind the movie to before the stock market lows of March 9: stocks down, corporate bonds down, commodities and gold down, emerging-market currencies down, safe havens in fashion, including the US dollar and government bonds. In short, risky assets closed sharply lower over the past few days as concerns mounted over the outlook for central bank policy and the sustainability of the global economic recovery, with investors only warming momentarily to the US emerging from recession as shown by the Q3 GDP report.

Don Coxe webcast – updated (October 30, 2009)

Prieur du Plessis — Sat, 31 Oct 2009 08:15:12 +0000

Don Coxe has just updated his popular webcast, reflecting his latest outlook on (shaky) financial markets. You can access the recording here or from the sidebar of the Investment Postcards site (the column on the right-hand side) by clicking on Don’s photograph. Did you enjoy this post? If so, click here to subscribe to updates to [...]

Prieur’s readings (October 29, 2009)

Prieur du Plessis — Thu, 29 Oct 2009 10:48:25 +0000

This post provides links to a number of interesting articles I have read over the past few days that you may also enjoy. Please post other interesting links in the comments section.

Cash is King

Trading School — Wed, 28 Oct 2009 18:46:11 +0000

Please welcome Paul Judd to the Trader’s Blog stage where he will present to you a very interesting trick…BONDS ARE GOOD! Paul should know as he’s dedicated the last 14 years to treasury bonds where he’s learned the in’s and out’s that we should all take a look at! So please read the article below, [...]

Don Coxe webcast – updated (October 23, 2009)

Prieur du Plessis — Sat, 24 Oct 2009 07:30:44 +0000

What Do CBOE Volatility Indexes Say?

Richard Shaw — Mon, 19 Oct 2009 21:06:42 +0000

The CBOE publishes several options implied volatility indexes that can be helpful to stock investors who want to peek around the corner to the future through the eyes of options traders. These two tables show the options implied (30-day future) volatility for several important indexes or index funds: click image to enlarge The “per year” column is the [...]

Words from the (investment) wise for the week that was (October 12 – 18, 2009)

Prieur du Plessis — Sun, 18 Oct 2009 08:04:47 +0000

Risky assets remained in favor during the past week, generally helped along by fairly robust economic data and better-than-expected corporate earnings reports. A number of bourses, crude oil, inflation-linked bonds and high-yielding corporate bonds and currencies recorded fresh highs for the year, whereas gold hit an all-time high of $1,070.20 per ounce. Assets such as government [...]

One Question, One Sentence Answer, and One Chart

David Taggart — Thu, 08 Oct 2009 18:22:57 +0000

Why are bonds going up at the same time that gold is climbing? Real yields are the highest that they have been since the late 1980’s and the third highest in the last 100 years, investors expecting slow to negative inflation and growth are buying and will keep buying as they grasp for yield. (click [...]

Marc Faber on the economy and financial markets

Prieur du Plessis — Wed, 07 Oct 2009 09:56:21 +0000

This post features a wide-ranging interview with Marc Faber on four videos on CNBC TV18 in India in which he explains his views on inflation, currencies, commodities, stocks and more.

Don Coxe webcast – updated (October 2, 2009)

Prieur du Plessis — Sat, 03 Oct 2009 05:10:46 +0000

Donald Coxe has just updated his webcast - make a point of listening to this popular recording.

A Look at Strategic Oil Reserves – Who’s Buying Oil?

The Daily Reckoning — Wed, 30 Sep 2009 18:00:27 +0000

As the US strategic petroleum reserve (SPR) approaches capacity (721.5 million barrels filled out of a total possible 727 million, and will be filled by January 2010), the federal government will fade out of the oil-buying business. Some bearish traders believe that this factor can weigh in on prices, since most petroleum stocks in the [...]

This article originally appeared in the Daily Reckoning. The Daily Reckoning, a FREE daily e-letter, offers a "uniquely refreshing" perspective on the global economy, investing, and today's markets. Follow the Daily Reckoning on Twitter.

A Look at Strategic Oil Reserves – Who’s Buying Oil?

Gold Steadies as Euro Trims Losses vs Dollar

Contrarian Profits — Mon, 28 Sep 2009 16:00:26 +0000

pGold was steady on Monday after briefly falling below $990 an ounce, as the euro trimmed some losses versus the dollar, but bullion looked vulnerable to a long liquidation after it failed to stay above $1,000 an ounce./p pPhysical demand was also supportive for the precious metal, traders said, who saw the jewellery demand picking as as the festive period in India, one of the top gold consumers of the world, approches./p pSpot gold was at $991 an ounce by 1121 GMT, slightly up from $990.95 an ounce late in New York on Friday, when gold hit a two-week low of $984.70 an ounce./p p#8220;The stronger dollar is the reason which pushed gold below the $1,000 an ounce level,#8221; said Eugen Weinberg, Commerzbank analyst#8230;/p

Words from the (investment) wise for the week that was (September 21 – 27, 2009)

Prieur du Plessis — Sun, 27 Sep 2009 07:51:48 +0000

After hitting its best levels of the year on Wednesday ahead of the FOMC communiqué, the S&P 500 Index ran into heavy weather on the realization that the Fed could start scaling back on emergency support of the economy. In addition to global stock markets declining, risky assets such as commodities, oil, gold and other precious metals all sold off as pundits worried about the winding down of quantitative easing puncturing the "liquidity rally". Read all about this and the implications for financial markets in the weekly “Words from the Wise” review.

Don Coxe webcast – updated

Prieur du Plessis — Sat, 26 Sep 2009 08:16:27 +0000

Donald Coxe has just updated his webcast - make a point of listening to this popular recording.

Words from the (investment) wise for the week that was (September 14 – 20, 2009)

Prieur du Plessis — Sun, 20 Sep 2009 08:06:45 +0000

Marking the one-year anniversary of the Lehman Brothers demise, risky assets last week again marched higher to the tune of economic data supporting the argument of a global economic recovery, resulting in many global stock markets scaling fresh peaks for the year. Read all about this and the implications for financial markets in the weekly “Words from the Wise” review.

Don Coxe webcast – updated

Prieur du Plessis — Sat, 19 Sep 2009 07:32:22 +0000

Donald Coxe has just updated his webcast - make a point of listening to this popular recording.

Donald Coxe – Investment Recommendations (September 2009)

Prieur du Plessis — Sun, 13 Sep 2009 06:52:53 +0000

"After the grandest recession /recovery stock market rally on record, this is hardly a good time to commit new money into equities," recommended Donald Coxe in the September edition of his popular Basic Points research report. Read on ...

Don Coxe webcast – updated

Prieur du Plessis — Sat, 05 Sep 2009 08:44:59 +0000

Donald Coxe has just updated his webcast - make a point of listening to this popular recording.

Gold on the Radar?

Declan Fallon — Wed, 02 Sep 2009 09:44:00 +0000

Babak of a href="http://www.tradersnarrative.com/gold-seasonality-turns-positive-2909.html"Trader's Narrative/a opens his latest post as follows:br /br /blockquoteWhile we’re on the subject of seasonality and how September is the albatross around the stock market’s neck these days, I’d be remiss to not point out that what has been historically negative for equities has been a boon for gold and gold stocks./blockquotebr /span class="fullpost"he followsbr /br /blockquote...you’ll notice that during this current super-bull market for gold (which started in 2000) seasonality has shifted slightly. For these most current years (red line) there are really two big waves of positive seasonality for gold and gold stocks. The first is about to start while the second comes after a correction in October and lasts from mid-October to February of the following year./blockquotebr /Gold is currently in the process of forming a a href="http://www.zignals.com/main/quicknav/MenuCharts.aspx?param=VlcxODA1?end"symmetrical triangle/a. An upward break from the triangle will have a minimum target move of $12 to take the ETF to the $106-107 level. An earlier call I made back in a href="http://zignalsblog.blogspot.com/2009/05/zignals-stock-charts-gld-dba-dbc-and.html"April/a was for a move to $118.69 based on a head-and-shoulder reversal pattern with a then stop of $84.49. That stop could now be better placed on a break of $91.40; a break of $91.40 would confirm a downward break for the triangle (and set a target closer to $79).br /br /a href="http://3.bp.blogspot.com/_WWGUfU1tOjI/Sp5HQfKpdoI/AAAAAAAAA_g/JbU3euGmNmQ/s1600-h/GLD+Sep2.png"img style="display:block; margin:0px auto 10px; text-align:center;cursor:pointer; cursor:hand;width: 320px; height: 176px;" src="http://3.bp.blogspot.com/_WWGUfU1tOjI/Sp5HQfKpdoI/AAAAAAAAA_g/JbU3euGmNmQ/s320/GLD+Sep2.png" border="0" alt=""id="BLOGGER_PHOTO_ID_5376813353696589442" //abr /On the public a href="http://twitter.com/Zignals_Alerts"Zignals_Alerts/a via twitter, a href="http://www.zignals.com/main/quicknav/MenuCharts.aspx?param=VlcxODA1?end"GLD/a enjoyed a bullish crossover between 10-day and 13-day EMAs and was added to a provisional "watchlist" a href="http://blog.fallondpicks.com/images/Portfolio%20Sep%201st.png"portfolio/a. br /br /a href="http://2.bp.blogspot.com/_WWGUfU1tOjI/Sp5I5BCtDwI/AAAAAAAAA_o/V8KGfZvV718/s1600-h/GLDportfolio.png"img style="display:block; margin:0px auto 10px; text-align:center;cursor:pointer; cursor:hand;width: 320px; height: 211px;" src="http://2.bp.blogspot.com/_WWGUfU1tOjI/Sp5I5BCtDwI/AAAAAAAAA_o/V8KGfZvV718/s320/GLDportfolio.png" border="0" alt=""id="BLOGGER_PHOTO_ID_5376815149496471298" //abr /Will the next six months be kind to Gold (a href="http://www.zignals.com/main/quicknav/MenuCharts.aspx?param=VlcxODA1?end"GLD/a) and its sister metal, Silver (a href="http://www.zignals.com/main/quicknav/MenuCharts.aspx?param=Vlc4MDg=?end"SLV/a)?br /br /Follow us on a href="http://twitter.com/Zignals"twitter here/abr /br /script type="text/javascript" src="http://feeds.delicious.com/v2/js/Zignalsnews?title=My%20Delicious%20Bookmarksicon=mcount=5sort=datetagsextendednameshowadd"/scriptbr /br /span style="font-size:80%; color:#cccccc;"Dr. Declan Fallon, Senior Market Technician, a href="http://www.zignals.com"Zignals.com/a the free a href="http://www.zignals.com/main/stock_alerts/try_stock_alerts.aspx"stock alerts/a, a href="http://www.zignals.com/main/stock_alerts/try_stock_alerts.aspx"market alerts/a, a href="http://www.zignals.com/main/stock_charts/try_stock_charts.aspx"stock charts/a, a href="http://www.zignals.com/main/stock_screener/try_stock_screener.aspx"stock screener/a and a href="http://www.zignals.com/main/portfolio_manager/try_portfolio_manager.aspx"stock portfolio manager/a website /span/spandiv class="blogger-post-footer"img width='1' height='1' src='https://blogger.googleusercontent.com/tracker/3415040392614486358-3750238759979950079?l=zignalsblog.blogspot.com' alt='' //div

Volatility Indexes, Risk Appetite, Mispriced Risk, And Where We Think We Are Headed

David Taggart — Wed, 02 Sep 2009 08:36:37 +0000

If over the past six months or so it has seemed as if you were partying like it was 1999 it might be time to reevaluate your stance. One thing that we have been taking a closer look at lately is the pricing of risk. Obviously when investors think that risks are low they will [...]

Words from the (investment) wise for the week that was (August 24 – 30, 2009)

Prieur du Plessis — Sun, 30 Aug 2009 07:42:37 +0000

Stock markets, in general, again logged gains last week as pundits perceived economic data to be better than expected. But the recovery path is not home and dry yet, as shown by declines in crude oil, a number of emerging stock market indices, small cap indices and high-yield corporate bonds. All said, risky assets displayed some fatigue despite positive economic reports. Read all about this and the implications for financial markets in the weekly “Words from the Wise” review.

The lie of the investment land, according to Hugh Hendry

Prieur du Plessis — Sat, 29 Aug 2009 07:31:41 +0000

Hugh Hendry, founder of Eclectica Asset Management, shares his views on the investment scene in his latest "Fund Manager Commentary" that has just been published. He is not only outspoken, but also a top-notch investment manager - just the right ingredients for compelling reading material.

Tea and sugar not just for cricket fans anymore

Jason G. Wulterkens — Fri, 28 Aug 2009 02:24:51 +0000

Instead, they’re also a commodity trader’s best friend. FT laid out the case nicely on Thursday for why tea–which is already trading at an all-time high–may indeed have further to go: “Traders now fear that the poor monsoon in India [one of the world's top exporters along with Kenya and Sri Lanka] and scanty rains in Kenya’s [...]

RGE: Impact of China on financial markets

Prieur du Plessis — Wed, 26 Aug 2009 09:49:04 +0000

Nouriel Roubini and his team at RGE Monitor have just published a report examining the direct and indirect influences of China on global financial markets, and particularly equity, commodity and forex markets. Although the full report is only available to subscribers, the abridged version nevertheless provides useful insight as reported in this post.

These Three Commodities Are Set to Move… Are You Ready to Profit?

Contrarian Profits — Tue, 25 Aug 2009 00:29:33 +0000

pIf you’re looking for what I call a “blast-off” move, look no further than the sugar market./p pSince April, the commodity has embarked on an extreme upside move, shooting to highs not seen since sugar hit $0.45 per pound in 1981. The chart below illustrates it perfectly…/p p style="text-align: center;"/p p style="text-align: center;"Sugar Chart: a href="http://www.investmentu.com/images/sugar_082509.gif" target="_blank"http://www.investmentu.com/images/sugar_082509.gif/a/p pThe main reason for such a large jump was news from India, which indicated a potentially low sugar crop./p pOver the past couple of weeks, the sugar market has surprised many analysts by trading even higher. I say that because while fundamental news like this often results in impressive-looking moves, its impact has a limited lifespan./p pSo be warned. Moves like this usually indicate that the news is factored into the price and we’re entering#8230;/p

Words from the (investment) wise for the week that was (August 17 – 23, 2009)

Prieur du Plessis — Sun, 23 Aug 2009 08:07:27 +0000

After starting the week with a broad-based sell-off, stock markets resumed their five-month uptrend as investors’ confidence in the recovery prospects of the global economy gained traction. With risky assets back in favor, a number of bourses and crude oil closed at fresh highs for the year, showing resilience in the face of a sharp correction in China. Read all about this and the implications for financial markets in the weekly “Words from the Wise” review.

Prieur’s readings (August 17, 2009)

Prieur du Plessis — Mon, 17 Aug 2009 07:57:53 +0000

This post provides links to a number of thought-provoking articles I have read over the past few days that you may also find of interest. Please also add the links to any other thought-provoking articles you would like to share to the comments section.

Words from the (investment) wise for the week that was (August 10 – 16, 2009)

Prieur du Plessis — Sun, 16 Aug 2009 08:04:03 +0000

During the week marking the second anniversary of the start of the credit crunch, stocks, copper, nickel, zinc and sugar recorded fresh 2009 highs. But caution crept back into investors’ vocabulary on Friday when it dawned upon pundits that markets were running away from economic reality. On top of that, Chinese equities – a leading stock market on the way up – saw a reversal of fortune and declined to a five-week low. Read all about this and the implications for financial markets in the weekly “Words from the Wise” review.

Don Coxe webcast – updated

Prieur du Plessis — Sat, 15 Aug 2009 08:32:28 +0000

Donald Coxe has just updated his webcast - make a point of listening to this popular recording.

Four Ways to Profit From Resurgent Commodities Prices By Martin Hutchinson Contributing Editor

Martin Hutchinson — Thu, 13 Aug 2009 22:36:30 +0000

[Editor’s Note: Longtime global investing expert Martin Hutchinson has made a specialty of evaluating banking profit plays, and in recent reports has warned investors away from “Zombie Banks” and devised his own “stress test” to highlight the best profit plays in the troubled U.S. financial-services sector. Hutchinson brings that same creative analysis to his Permanent [...]

How to spot winning trades in 2009

Trading School — Mon, 10 Aug 2009 11:55:56 +0000

Well the simple answer comes in the form of two geometric triangles. I call them my “Trade Triangles” and that’s exactly what they do, they spot, and alert you to potentially winning trades. It is all in this video, Watch it here. No registration required. I could go on and tell you a lot more about our [...]

Words from the (investment) wise for the week that was (August 3 – 9, 2009)

Prieur du Plessis — Sun, 09 Aug 2009 08:29:19 +0000

Risky assets last week again marched higher to the tune of economic data supporting the argument of a global economic recovery. A realization among investors that the economic transition from recession to recovery was gaining momentum resulted in many global stock markets and commodities scaling fresh peaks for the year. Read all about this and the implications for financial markets in the weekly "Words from the Wise" review.

Bullion regains its glitter

Prieur du Plessis — Thu, 06 Aug 2009 09:17:23 +0000

Is gold bullion coming back to life? Should one read anything into the rise of 6.2% (+$56) since the low of early July? Read on ...

Global Macro Trading

David Taggart — Thu, 06 Aug 2009 00:32:57 +0000

After being the largest hedge fund strategy in 1990 representing 71% of the overall hedge fund assets global macro has shrunk and now only represents about 15% of total assets. While most people assume that this dropoff in assets was due to poor performance the numbers actually show a totally different story. In fact according [...]

Richard Karn: Credit and credibility (chapter 5)

Prieur du Plessis — Wed, 05 Aug 2009 08:36:45 +0000

In a fascinating e-book, Credit and credibility, Richard Karn, author of the Emerging Trends Report, is now offering his assessment of today's financial turmoil and what he considers to be the five most pressing issues the global economy will face in the years ahead. The fifth chapter is shared in this post.

“The new coupling” of the economies of Africa and Asia; but will China’s rate of consumption continue?

Jason G. Wulterkens — Tue, 04 Aug 2009 15:29:39 +0000

In a speech given to mining investors while in Johannesburg earlier this year, Frontier Advisory CEO Dr. Martyn Davies reiterated the case for frontier, and specifically, Africa-centric investment: “If you believe in the long-term urbanization success story of China and India, you buy Africa, because that’s where the commodities are going to come from,” Davies told [...]

One Commodity Worth Buying

Chris Mayer — Mon, 03 Aug 2009 21:30:23 +0000

pAll the factors that set the fertilizer bull market in motion in the first place are still here. Populations are still growing. Diets are shifting toward more fruits, vegetables and meats — all fertilizer intensive. As Potash CEO Bill Doyle says, “This will continue to put pressure on global grain supplies, as farmers are being challenged to produce more with land and water resources that are shrinking on a per capita basis.”/p pFertilizers are a key part in meeting that challenge. And the farmers are financially in good shape to buy more. The debt-to-equity ratio for the U.S. farmer is only around 10-15%./p pOverseas, farmers are subsidized directly. In India, the government picks up the tab of higher fertilizer costs. As Doyle#8230;/p

Words from the (investment) wise for the week that was (July 27 – August 2, 2009)

Prieur du Plessis — Sun, 02 Aug 2009 08:38:09 +0000

Investors (or should I say "Johnny-come-latelies"?) last week again favored the reflation trade on the back of better-than-expected US earnings announcements and economic data, indicating that the trough of the recession might be behind us, or at least be stabilizing at depressed levels. Read all about this and the implications for financial markets in the weekly “Words from the Wise” review.

Video-o-rama: The yin and yang of China/US relations

Prieur du Plessis — Sat, 01 Aug 2009 08:25:54 +0000

Unsurprisingly, four of the clips included in this week's Video-o-rama compilation deal with Chinese-related issues. But a bumper selection of a variety of other topical issues are also included. Happy watching ...

Some Commodity Related Securities Outpacing Gold 15:1 YTD

Lorimer Wilson — Wed, 29 Jul 2009 21:20:03 +0000

Where should we be investing what is left of our hard earned money these days? As the table below reveals having bought a basket of commodity related warrants with a minimum duration of at least 24 months at the beginning of 2009 would have been the right choice. Such warrants are up 111.9% YTD, up [...]

Richard Karn: Credit and credibility (chapter 4)

Prieur du Plessis — Wed, 29 Jul 2009 10:08:09 +0000

In a fascinating e-book, “Credit and credibility”, Richard Karn, author of the “Emerging Trends Report”, is now offering his assessment of today's financial turmoil and what he considers to be the five most pressing issues the global economy will face in the years ahead. The fourth chapter is shared in this post.

Jeremy Grantham: Boring fair price!

Prieur du Plessis — Tue, 28 Jul 2009 08:37:20 +0000

Jeremy Grantham has become a familiar and very popular face on this site. For those treasuring his insight, wisdom and prescient calls, he has just published the July edition of his quarterly newsletter, entitled Boring Fair Price.

Words from the (investment) wise for the week that was (July 20 – 26, 2009)

Prieur du Plessis — Sun, 26 Jul 2009 08:07:02 +0000

"Goodbye safe havens, hello risky assets" seemed to be the theme during the past week as investors placed their bets on a global economic recovery, propelling stocks and other risky assets higher amid better-than-expected earnings reports. Global stock markets, commodities, oil, precious metals, high-yielding currencies and corporate bonds all put in a stellar performance as a bullish mood prevailed. Read all about this and the implications for financial markets in the weekly “Words from the Wise” review.

Video-o-rama: Dow back above 9,000

Prieur du Plessis — Sat, 25 Jul 2009 07:22:41 +0000

This post offers a bumper compilation of the financial trials and tribulations that were captured on video during the past week.

Richard Karn: Credit and credibility (chapter 3)

Prieur du Plessis — Wed, 22 Jul 2009 08:49:11 +0000

An ETF that closely tracks Natural Gas (New Video)

Jim Musselwhite — Tue, 21 Jul 2009 17:05:28 +0000

In today’s video I will be looking at an ETF that closely tracks the natural gas market. The United States Natural Gas Fund (PACF_UNG) is one of the more popular energy ETFs and a could be a great market to add to your portfolio as the “Trade Triangles” are catching profits from the spectacular moves. In [...]

Port Data, Green Shoot or a Weed?

David Taggart — Sun, 19 Jul 2009 11:12:13 +0000

If you have been following port data you no doubt saw the large spike in March of both inbound and outbound volume, and then a bit of continuation in April and May. A lot of people, both mainstream media as well as bloggers, came out saying that this was a huge green shoot and a [...]

“Words from the Wise” – offline

Prieur du Plessis — Sun, 19 Jul 2009 06:40:59 +0000

Since my return from Europe a few days ago, I have been experiencing constant internet connectivity problems. This has hampered my efforts to compile a decent version of the “Words from the Wise” review this week. My apologies for not being able to occupy a chunk of your Sunday reading this weekend, but rest assured, bull market, bear market or muddle-through market, the service will be back with a vengeance next week.

Video-o-rama: Goldman Sachs ad nauseam

Prieur du Plessis — Sat, 18 Jul 2009 07:25:13 +0000

I am experiencing Internet problems and have difficulty accessing my data sources. This week’s video compilation is therefore posted without the usual introductory paragraphs. But I’m sure the interesting clips will speak for themselves. Wall St Cheat Sheet: AIG - writing stories about people who play “it” safe “Evidently, AIG is a company that plays ‘it’ safe [...]

Karn: Credit and credibility

Prieur du Plessis — Fri, 17 Jul 2009 08:29:07 +0000

In a fascinating e-book, "Credit and credibility", Richard Karn, author of the "Emerging Trends Report", is now offering his assessment of today's financial turmoil and what he considers to be the five most pressing issues the global economy will face in the years ahead.The first two chapters are shared in this post.

These 6 Large Cap Commodity Based Companies are in the News

Lorimer Wilson — Tue, 14 Jul 2009 22:54:50 +0000

Most people think of warrants as being associated primarily with micro/nano cap i.e. junior gold and silver mining companies but that is not entirely the case. Of the 35 companies offering warrants of 24 or more months duration (of which there are 47 in total) 6 are large-cap commodity based companies (2 gold mining companies; [...]

Back To Risk Aversion!

Contrarian Profits — Mon, 13 Jul 2009 14:00:01 +0000

pEarnings reports begin this week#8230; Dollar, yen, francs get bought#8230; Medvedev shows off new coin! A busy week! And Now#8230; Today#8217;s Pfennig!/p pGood day#8230; And a Marvelous Monday to you! A Home Run Derby Monday to boot! I have no Idea what#8217;s going on this morning, as I just woke up, and it#8217;s very late in the morning! I was very careful to set my alarm last night, and I#8217;ve never been one of those people that hit the snooze button when it goes off, but here I am, waking up late#8230; UGH!/p pSo#8230; I#8217;m writing from home, and then I#8217;ll shoot in to work#8230; We#8217;re short handed this week, so, I#8217;m sure everyone will be arriving to the office, not see my car, and be#8230;/p

Words from the (investment) wise for the week that was (July 6 – 12, 2009)

Prieur du Plessis — Sun, 12 Jul 2009 08:33:11 +0000

The past week has been characterized by a fresh wave of risk aversion, as uncertainty over the global economic outlook took its toll on stock markets, commodities and precious metals, and investors favored safe-haven assets such as government bonds and the Japanese yen. Read all about this and the implications for financial markets in the weekly “Words from the Wise” review.

Don Coxe webcast – updated

Prieur du Plessis — Fri, 10 Jul 2009 17:52:33 +0000

Donald Coxe has just updated his webast - make a point of listening to this popular recording.

T2 Partners: You Don’t Stand a Chance in Today Market

Contrarian Profits — Fri, 10 Jul 2009 13:55:08 +0000

pAnother of our favorite underground investors Whitney Tilson of T2 Partners is sounding the alarm on US Treasurys. He is also pessimistic about retail investors beating the market on their own./p pThis from a recent interview with Steve Forbes, which you can watch in full on Forbes.com/p blockquotepBut then even buying Treasuries, you have the risk of under-performing inflation at today#8217;s rate that you#8217;re getting on Treasuries, right? Certainly with today#8217;s yield, relative to the stock market, I would think Treasuries would be a terrible investment. In fact, we#8217;re short an ETF that owns 20-year Treasuries because we think rates are going up. My point, though, is you can do one of two things./p pGenerally speaking, to the extent that you can, you#8230;/p/blockquote

Risk Returns… Slowly

Contrarian Profits — Thu, 09 Jul 2009 14:00:52 +0000

pCurrencies rebound#8230; G-8 has no fireworks#8230; Aussie / China and coal#8230; Entitlements#8230; And Now#8230; Today#8217;s Pfennig!/p p/p pGood day#8230; And a Tub Thumpin#8217; Thursday to you! I#8217;m late, I#8217;m late! I don#8217;t believe I ever heard the alarm go off this morning! I overslept by more than an hour, and will still be here more than an hour before any sign of someone else! But! That puts me behind by more than an hour today#8230; I#8217;ve got to play catch-up! So, let#8217;s get this Tub Thumpin#8217; Thursday going!/p pWell#8230; Let#8217;s see#8230; G-8 never had the opportunity to shoot fireworks because China#8217;s leader had to return home to deal with the street riots going on in his country. So#8230; The call for a replacement for the dollar#8230;/p

Back and Forth We Go!

Contrarian Profits — Wed, 08 Jul 2009 14:45:35 +0000

pBias to sell dollars fades away#8230; Trading in yesterday#8217;s clothes#8230; More thoughts on China#8230; Shadow Inventory#8230;br / And Now#8230; Today#8217;s Pfennig!br / Good day#8230; And a Wonderful Wednesday to you! Tuesday ended up being a very nice day, except for the currencies. After signing off yesterday and telling you how I had watched the euro climb back to 1.4025, it just couldn#8217;t hold that figure or add to 1.4025.. And all the thoughts that had held the dollar hostage earlier that morning, being the China going to G-8, and so on, just faded like a black shirt put through 100 washes!/p pSo#8230; When I came in on Tuesday, the euro was 1.3920#8230; When I came in this morning, the euro was trading 1.3925#8230; Trading with yesterday#8217;s clothes on.#8230;/p

Words from the (investment) wise for the week that was (June 29 – July 5, 2009)

Prieur du Plessis — Sun, 05 Jul 2009 08:06:17 +0000

The holiday-shortened week saw pundits pondering the depth of the economic rabbit hole as the curtain closed on the second quarter. As investors vacillated, most financial markets were characterized by a roller-coaster ride. The worse-than-expected US jobs data left no doubt that the economy was in recession. Read all about this and the implications for financial markets in the weekly "Words from the Wise" review.

Video-o-rama: Roller-coaster ride into the long weekend

Prieur du Plessis — Sat, 04 Jul 2009 06:04:08 +0000

The holiday-shortened week saw investors pondering the depth of the economic rabbit-hole. As investors vacillated, most financial markets were characterized by a roller-coaster ride. Friday's worse-than-expected jobs data left no doubt that the economy was in recession. The highlights of the discussions were captured on video and are included in this video-o-rama compilation.

Use Your “Bean” to Profit

Investment U — Wed, 01 Jul 2009 20:41:13 +0000

Use Your “Bean” to Profit Tony Daltorio, The Investment U Research Team At times it is extremely easy to make money in the financial markets. All it takes is a bit of common sense and using your head – your “bean”. For instance, there is a basic truism – people need to eat. Yet investors, [...]

To Do: Buy Natural Gas

Chris Mayer — Tue, 30 Jun 2009 17:13:40 +0000

p class="MsoNormal"Now that the stock market has soared 40% from its March lows, almost no one can seem to remember what they were so worried about. By contrast, now that the price of natural has collapsed 40% in the last seven months, almost no one can remember why they ever worried about an energy shortage./p p class="MsoNormal"Mr. Market is about to heal America’s collective amnesia./p p class="MsoNormal"Investors will once again remember why they were selling stocks last March, and they will also remember why they used to invest in natural gas. /p p class="MsoNormal"Share prices have gained a lot of ground during the last few months, even though the economy has not. The major averages have rallied about 40%, but many stocks are up a whole lot#8230;/p

Words from the (investment) wise for the week that was (June 22 – 28, 2009)

Prieur du Plessis — Sun, 28 Jun 2009 08:37:06 +0000

“Words from the Wise” this week comes to you in a shortened format as I do not have access to my normal research resources while on the road in Europe. Although very little commentary is provided, a full dose of excerpts from interesting news items and quotes from market commentators is included.

Deflation And What We Are Doing About It

David Taggart — Sat, 27 Jun 2009 08:25:08 +0000

We decided that it was worth sharing our views of the inflation/deflation debate with all of our readers. In our weekly newsletter we are already positioned to take advantage of some of the current as well as potential trends that will benefit from our scenario. The following are our views on different parts of the puzzle [...]

Video-o-rama: Potpourri of bulls and bears

Prieur du Plessis — Sat, 27 Jun 2009 06:20:18 +0000

This week’s video-o-rama comes to you a day late as I make my away from Cape Town to Europe. Topics range from another round of discussion about the proposed regulatory reform to Fed chairman Ben Bernanke facing a grilling on Capital Hill over the Bank of America-Merrill Lunch deal to the usual debate on the outlook for the economy and financial markets.

Increasing SDR Issuance

Contrarian Profits — Thu, 25 Jun 2009 13:45:48 +0000

pFed confuses markets, risk assets get sold#8230; SNB intervenes to stop franc#8217;s rise#8230; ECB issues 12-month liquidity#8230; Bernanke to get grilled? And Now#8230; Today#8217;s Pfennig!/p pGood day#8230; And a Tub Thumpin#8217; Thursday to you! Yes, I know the currencies and commodities got whipsawed yesterday, and my Cardinals got spanked, but that#8217;s no reason for us to not enjoy a Tub Thumpin#8217; Thursday! Every day is a gift, and it has nothing to do with stocks, bonds, currencies, and commodities!/p pOK#8230; Not that I try to be philosophical, sometimes it just comes out that way! Besides, you don#8217;t want to think that I#8217;m just a smart *** all the time! HAHAHAHAHAHA!/p pWell, as I said in the open, the currencies and commodities got whipsawed yesterday, and the culprit#8230;/p

Natural Resources, Energy and Precious Metals Update

Bullish Bankers — Wed, 24 Jun 2009 16:00:56 +0000

Many investors are somewhat dazed and befuddled as they watch what used to be called “The Natural Resources Sector” bounce up and down as the summer season commences. With the dollar up again, commodities including the precious metals and oil were off sharply yesterday. All in all, it was just a broadly negative day. Little [...]

Buy What the Chinese Are Buying

Contrarian Profits — Wed, 24 Jun 2009 14:15:18 +0000

pHow many entrepreneurs have sat down and thought to themselves, “If only the Chinese would buy my product…Heck, if only one in 10 Chinese would buy my product, I’d be rich!” Call it the China Dream. It has a long history./p pJames McGregor wrote a book in 2005 on doing business in China called emOne Billion Customers/em. If the title sounds familiar, it may be because a man named Carl Crow wrote a book called em400 Million Customers/em, back in 1937. You see, the dream only gets bigger over time!/p pFor the most the part, this dream remains a mere dream. But sometimes, someone, somewhere, figures it out. Carl Crow was someone who figured it out, and it made him a rich#8230;/p

More Stimulus On The Way?

Contrarian Profits — Wed, 24 Jun 2009 13:45:52 +0000

pEuro leads currencies higher#8230; Commodities rally back on FOMC thoughts#8230; FOMC meeting today#8230; NZ Consumer Confidence on the rise#8230; And Now#8230; Today#8217;s Pfennig!br / Good day#8230; And a Wonderful Wednesday to you! Well#8230; Yesterday, the title of The Pfennig was: So Far#8230; It#8217;s A Turn Around Tuesday! And#8230; That theme played well throughout the day, and by day#8217;s end, it had been quite the Turn Around Tuesday! Now, we have to see what#8217;s in store for us today, as the last couple of weeks have seen the Wednesday trading quite the opposite of Tuesday#8217;s trading! Strange trading pattern don#8217;t you agree?/p pOvernight, the euro climbed as high as 1.4140, only to sit at the cusp of 1.41 as I begin to write this morning. Of course 1.41#8230;/p

Zignals Stock Charts: Stocktwits Top Tickers

Declan Fallon — Mon, 22 Jun 2009 10:20:00 +0000

Bulls will be biting their nails with SP futures weak; but what has grabbed the attention of traders this week?br /br /Apple (a href="http://www.zignals.com/main/quicknav/MenuCharts.aspx?param=VlcxMzI2?end"AAPL/a) tops the list. a href="http://www.bostonwealth.net/2009/06/21/aapl-macro-perspective/"Boston Wealth Management/a is looking at a long standing battle of the trendlines:br /br /a href="http://4.bp.blogspot.com/_WWGUfU1tOjI/Sj9eWYqFpXI/AAAAAAAAA8A/OQ9_ycWjsXA/s1600-h/BWMjunAAPL.png"img style="display:block; margin:0px auto 10px; text-align:center;cursor:pointer; cursor:hand;width: 320px; height: 183px;" src="http://4.bp.blogspot.com/_WWGUfU1tOjI/Sj9eWYqFpXI/AAAAAAAAA8A/OQ9_ycWjsXA/s320/BWMjunAAPL.png" border="0" alt=""id="BLOGGER_PHOTO_ID_5350098621008553330" //abr /But over the short term it is looking better for the bulls:br /br /a href="http://3.bp.blogspot.com/_WWGUfU1tOjI/Sj9fXuWDHTI/AAAAAAAAA8I/v0lLKIjIoK8/s1600-h/AAPLJun22.png"img style="display:block; margin:0px auto 10px; text-align:center;cursor:pointer; cursor:hand;width: 320px; height: 176px;" src="http://3.bp.blogspot.com/_WWGUfU1tOjI/Sj9fXuWDHTI/AAAAAAAAA8I/v0lLKIjIoK8/s320/AAPLJun22.png" border="0" alt=""id="BLOGGER_PHOTO_ID_5350099743521578290" //abr /span class="fullpost"Second was the Euro/US Dollar Currency pair (a href="http://www.zignals.com/main/quicknav/MenuCharts.aspx?param=VlcxMzI4?end"EURUSD/a). Shorts look to have the edge on the a href="http://www.stocktwits.com/t/EURUSD"Stocktwits feed/a but the daily chart appears to show a bull flag with clear support at $1.38xx. I have made a call for a measured move to $1.55xx. Supply in the $1.42xxs has restrained the rally once but can it do so for a second time? br /br /a href="http://1.bp.blogspot.com/_WWGUfU1tOjI/Sj9imM1_0dI/AAAAAAAAA8Q/jK2mU67D2Ew/s1600-h/EURUSDJun22.png"img style="display:block; margin:0px auto 10px; text-align:center;cursor:pointer; cursor:hand;width: 320px; height: 176px;" src="http://1.bp.blogspot.com/_WWGUfU1tOjI/Sj9imM1_0dI/AAAAAAAAA8Q/jK2mU67D2Ew/s320/EURUSDJun22.png" border="0" alt=""id="BLOGGER_PHOTO_ID_5350103290761695698" //abr /Third on the list is British Pound / Japanese Yen (a href="http://www.zignals.com/main/quicknav/MenuCharts.aspx?param=VlcxMzI5?end"GBPJPY/a). a href="http://www.stocktwits.com/u/pipmaestro"Pipmaestro/a has been peppering with short trades but the daily trend is clearly higher. Supply around £1.62xxs is a chance for shorts to get in top-end; aggressive shorting is likely to occur should £1.55xxs break. br /br /a href="http://2.bp.blogspot.com/_WWGUfU1tOjI/Sj9lsy6Zo0I/AAAAAAAAA8Y/fCqiogJ-YBQ/s1600-h/GBPJPYJun22.png"img style="display:block; margin:0px auto 10px; text-align:center;cursor:pointer; cursor:hand;width: 320px; height: 176px;" src="http://2.bp.blogspot.com/_WWGUfU1tOjI/Sj9lsy6Zo0I/AAAAAAAAA8Y/fCqiogJ-YBQ/s320/GBPJPYJun22.png" border="0" alt=""id="BLOGGER_PHOTO_ID_5350106702594810690" //abr /The SP (a href="http://www.zignals.com/main/quicknav/MenuCharts.aspx?param=VlcxMzAy?end"SPY/a) has been a constant on a href="http://www.stocktwits.com/t/SPX"Stocktwits/a (interesting to see it gather more attention than the a href="http://www.zignals.com/main/quicknav/MenuCharts.aspx?param=Vlc5NjU=?end"QQQQ/as). I haven't changed my earlier call from June 17th; still think it is heading into the $80s. br /br /a href="http://1.bp.blogspot.com/_WWGUfU1tOjI/Sj9m7WNmwZI/AAAAAAAAA8g/PW8jNluagMM/s1600-h/SPYJun22.png"img style="display:block; margin:0px auto 10px; text-align:center;cursor:pointer; cursor:hand;width: 320px; height: 176px;" src="http://1.bp.blogspot.com/_WWGUfU1tOjI/Sj9m7WNmwZI/AAAAAAAAA8g/PW8jNluagMM/s320/SPYJun22.png" border="0" alt=""id="BLOGGER_PHOTO_ID_5350108052100399506" //abr /Last of the major follows is the US Natural Gas ETF (a href="http://www.zignals.com/main/quicknav/MenuCharts.aspx?param=VlcxMzMw?end"UNG/a). There is no firm conviction from a href="http://www.stocktwits.com/t/UNG"Stocktwitters/a on how the sideways pattern will resolve. If it was to follow oil's lead then higher is favoured but weak seasonal effects may suppress this. br /br /a href="http://4.bp.blogspot.com/_WWGUfU1tOjI/Sj93P0l7lRI/AAAAAAAAA8o/-9TNDwvmYfg/s1600-h/UNGJun22.png"img style="display:block; margin:0px auto 10px; text-align:center;cursor:pointer; cursor:hand;width: 320px; height: 177px;" src="http://4.bp.blogspot.com/_WWGUfU1tOjI/Sj93P0l7lRI/AAAAAAAAA8o/-9TNDwvmYfg/s320/UNGJun22.png" border="0" alt=""id="BLOGGER_PHOTO_ID_5350125996038919442" //abr /br /span style="font-size:80%; color:#cccccc;"Dr. Declan Fallon, Senior Market Technician, a href="http://www.zignals.com"Zignals.com/a the free stock alerts, market alerts, and stock charts website /span/spandiv class="blogger-post-footer"img width='1' height='1' src='https://blogger.googleusercontent.com/tracker/3415040392614486358-8423890034280335945?l=zignalsblog.blogspot.com' alt='' //div

Words from the (investment) wise for the week that was (June 15 – 21, 2009)

Prieur du Plessis — Sun, 21 Jun 2009 08:48:34 +0000

Caution last week crept back into investors’ vocabulary for the first time in more than three months as they weighed the prospects of a global economic recovery and whether the “green shoots” needed more monetary water. As risk-taking moderated, profit-taking on equities and commodities set in after a colossal advance since early March. Read all about this and the implications for financial markets in the weekly “Words from the Wise” review.

Don Coxe webcast – updated

Prieur du Plessis — Sat, 20 Jun 2009 05:44:35 +0000

Donald Coxe has just updated his webast - make a point of listening to this popular recording.

“Gold, gold, you’re making me old”

Prieur du Plessis — Sat, 20 Jun 2009 04:45:27 +0000

"... our damp rabbit's foot hints at a much higher price before the end of 2010 because the triggers are already in place: the absence of meaningful new mine supply, the cessation of central bank sales, explosive growth in money supply and of course, rising political uncertainty, which is the Siamese twin of recessions," said Bedlam Asset Management. This post provides an update on the latest developments regarding gold bullion.

Video-o-rama: Regulatory reform dominates debate

Prieur du Plessis — Fri, 19 Jun 2009 09:44:37 +0000

The financial debate during the past few days was dominated by President Obama's sweeping revamp of financial market supervision, and this issue also occupies a number of slots in today's Video-o-rama. But the video clips are not all about regulation, as pundits are also trying to figure out whether there are in fact economic "green shoots" and what the implications for financial markets might be.

Is Today’s Recovery the Biggest Headfake Since 1931?

Contrarian Profits — Wed, 17 Jun 2009 17:00:02 +0000

pStocks are stalling. So says today’s emFinancial Times/em… “Major equity markets came under pressure yesterday and initial gains for commodities eroded as investors cast doubt over the global economic outlook.”/p pWe see red on our Google Finance screen. And nasty little minus signs. The Dow closed down -1.25% yesterday. The S#38;P 500 fared worse. It ended the day down -1.27%. The yield on 10-year T-bonds dropped too, signaling increased demand for safer havens than the notoriously capricious stock market./p pWhat’s there to doubt? We were under the impression here at our emstrongNotes/strong/emstrong /strongbunker that the global economy was awash with “green shoots.” Investors have been piling into junk stocks since March. US equity markets are up 37% in just under four months. Why stop now?/p pThe#8230;/p

Throwing A Cat Among The Pigeons!

Contrarian Profits — Mon, 15 Jun 2009 14:50:44 +0000

pRussia#8217;s Fin Min talks up the dollar! Currencies, commodities, stocks all lose ground#8230; Who#8217;s car is uglier #8230; Gold hit a 3-week low#8230; And Now#8230; Today#8217;s Pfennig!br / Good day#8230; And a Marvelous Monday to you! How about that weekend? I actually didn#8217;t get a chance to experience much of it outside, but it sure looked great! We have new champions in basketball and hockey, so congrats to the Lakers and Penguins on their Championships! Now, the housecleaning is out of the way#8230; It#8217;s time to get to the meat#8230; Where#8217;s the beef? HA!/p pOK#8230; Well, the Russian Finance Minister, Kudrin, threw a cat among the pigeons yesterday, when he stated that Russia has confidence in the U.S. currency. The markets have reacted violently to this statement, sending#8230;/p

Words from the (investment) wise for the week that was (June 8 – 14, 2009)

Prieur du Plessis — Sun, 14 Jun 2009 15:35:27 +0000

Signs of stability characterized trading on financial markets during the past week. As investors placed their bets on a global economic recovery, equities, base metals and crude oil made further headway, with long-term government bond yields remaining at elevated levels. Read all about this and the implications for financial markets in the weekly “Words from the Wise” review.

QA on emerging markets with Mark Mobius

Prieur du Plessis — Sun, 14 Jun 2009 05:55:16 +0000

This post features a Q&A on emerging markets with Mark Mobius.

ASA Limited: A Closed-End Fund Worth More Than Meets the Eye

Bullish Bankers — Fri, 12 Jun 2009 16:00:39 +0000

One aspect of my work that I love is interviewing interesting people. On June 4th, 2009 I had the pleasure of speaking with David J. Christensen, the CEO of ASA Limited [ASA: 65.44, -1.94 (-2.88%)], a closed-end, non-diversified investment company registered with the United States Securities and Exchange Commission. The Company was organized in Bermuda [...]

Favorite theme: commodities

Prieur du Plessis — Thu, 11 Jun 2009 08:22:12 +0000

This post features an update on previous posts on commodities, including a short technical analysis on the most likely path the CRB Index.

Donald Coxe – Investment Recommendations (June 2009)

Prieur du Plessis — Thu, 11 Jun 2009 08:20:10 +0000

"The current US equity rally shows signs of needing a summer rest. But it will not fall back into the Slough of Despond," recommends Donald Coxe in his latest "Basic Points" research publication. Click through to the post to read the full report.

Grantham on the markets

Prieur du Plessis — Tue, 09 Jun 2009 08:08:31 +0000

Jeremy Grantham has become a familiar, and very popular face on this site. For those treasuring his insight, wisdom and prescient calls, a fascinating interview with the co-founder and chairman of Boston-based GMO has just crossed my path. It comes in the form of a mega five-part interview recently conducted with the legendary investor. This interview is not to be missed.

Interview with Yale’s David Swensen

Prieur du Plessis — Mon, 08 Jun 2009 06:46:45 +0000

David Swensen, the legendary chief investment officer of the $20 billion dollar Yale endowment, was recently interviewed by Consuelo Mack on WealthTrack. This rates as must-see viewing material and is shared in this post.

What’s Killing The U.S. Dollar And It’s Impact On Income Investors And Markets (SDS, SKF, QID, SRS, TWM, DUG)

ETF Daily News — Mon, 08 Jun 2009 01:16:46 +0000

While recent news on the US economy, especially the non-farms payroll data, as been positive (OK, more like less negative than expected), in the past weeks, a number of powerful long term market trends have continued in currency and commodities markets and should continue over the coming months, albeit with the usual short term counter [...]

Words from the (investment) wise for the week that was (June 1 – 7, 2009)

Prieur du Plessis — Sun, 07 Jun 2009 07:45:41 +0000

Ups and downs on financial markets were plentiful during the past week, but investor sentiment, on balance, brightened on the back of constructive financial and economic data – capped by a better-than-expected US non-farm payrolls report on Friday. Read all about this and the implications for financial markets in the weekly "Words from the Wise" review.

Baltic Dry Index – more than a snap-back rally

Prieur du Plessis — Fri, 05 Jun 2009 09:50:05 +0000

The rise in the Baltic Dry Index seems to be more than a snap-back rally and points to better economic tidings.