Financial Sense Exclusives on Commodities

Ryan Puplava CMT's picture
Ryan Puplava CMT
02/20/2014 - 16:55
Rotations come and they go, typically lasting between six and nine months. Rotation is to stocks what location is to real estate. You have to be aware that diversified investment managers are always looking at their portfolio weightings to increase...
Chris Puplava's picture
Chris Puplava
12/19/2013 - 17:27
Too often as investors we become wed to our individual investments or narratives, and refuse to acknowledge major trends taking shape before our very eyes. Often this results in refusing to sell investments that performed well in the past, while...
Thomas J Smith CFA's picture
Thomas J Smith CFA
11/26/2013 - 10:03
I have cautioned many times this year about not trying to win the last battle. The past five years are not necessarily the prologue for the future. After the inflationary battles of the 70’s many investors got trapped in their thinking and missed...
FS Staff's picture
FS Staff
11/01/2013 - 16:08
How will a hard landing in China affect different countries and markets around the globe? What about commodities? Will the U.S. markets be affected? To answer these questions and more, Dr. Jim Walker, Founder and Managing Director of Asianomics...
FS Staff's picture
FS Staff
10/04/2013 - 15:23
What's driven the ups and downs of the stock market over the last few years, you ask? Greg Weldon explains in his recent interview with Financial Sense Newshour that it all comes down to the Fed's balance sheet. To be exact, the two have a...
FS Staff's picture
FS Staff
09/27/2013 - 15:14
With cumulative growth in Asia well above 4% and the Eurozone finally emerging from deep recession, commodities have resumed their long-term upward trend, says commodity strategist Don Coxe of Coxe Advisors.
Evelyn Browning Garriss's picture
Evelyn Browning Garriss
09/11/2013 - 10:07
China, like the US, has had its precipitation patterns severely altered by the changed Pacific Decadal Oscillation (PDO). However, as a nation dominated by seasonal monsoons, the impact has been much more complex. 
Chris Puplava's picture
Chris Puplava
08/28/2013 - 15:10
The biggest capital market in the world is the currency market, which trumps the bond market, which trumps the stock market in terms of capital flows. It is due to the size and importance of the currency markets that one should always keep a keen...
Thomas J Smith CFA's picture
Thomas J Smith CFA
08/27/2013 - 12:59
For the better part of 15 years an enormous spike in Chinese investments created a silent tax on all of here in the U.S. Over the past decade we witnessed the commodity supercycle. China’s massive economic build out created massive demand for...
Joseph Dancy's picture
Joseph Dancy
08/15/2013 - 08:18
In an article last month the Wall Street Journal pointed out that for the last two years commodity prices—as measured by the Dow Jones-UBS Commodity Index, as well as commodity related stocks—have substantially underperformed the S&P 500 index.

Quantcast