Featured Articles on Commodities
19 Apr 2013
According to our methodology, Wall Street is currently in ‘correction mode’ and additional near-term selling pressure cannot be ruled out. At this stage, nobody can predict the duration or depth of the ongoing stock market correction.
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8 Apr 2013
With a lot of attention being focused on record-high prices for agricultural commodities like corn, soybeans, and wheat, Ag-Commodity expert Ned Schmidt shares with Financial Sense what’s driving prices higher, what to look out for when investing...
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3 Apr 2013
The changes in precipitation patterns created by the negative Pacific Decadal Oscillation (PDO) have made some agricultural areas more productive and others more drought-prone. This article has maps that show which areas of the globe will be facing...
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7 Feb 2013
Water is not scarce. It is made up of the first and third most common elements in the universe, and the two readily react to form a highly stable compound that maintains its integrity even at temperature extremes.
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3 Jul 2012
Gold stocks represent a tremendous value in relation to the price of gold and to the fundamentals of the sector. There has been tremendous shorting activity by hedge funds and, as a result, dedicated gold funds have experienced redemptions.
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11 Nov 2011
The new La Niña that is developing in the Pacific will have the impact of a strong event. Consider the early, record-breaking snowfall this year a warning. This will be a winter of Nor’easters. It will be a winter of blizzards.
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1 Nov 2011
Chinese investment in silver has exploded since last year, with the trading volume going exponential. The China Daily reported today that the trading volume of silver forwards on the Shanghai Gold Exchange (SGE), China's only exchange for the...
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12 Aug 2011
People wonder what has been happening recently, with wildly gyrating financial markets and government debt problems. It seems to me that we are bumping up against an economic growth ceiling, brought on by a limited supply of cheap oil. As a result,...
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3 Aug 2011
Gold prices have taken off the past few weeks and we haven't yet reached a historically strong period for prices. What does this mean for gold prices?
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27 Jul 2011
While oil supply has been roughly level since 2005, neither increasing or decreasing, there is disagreement regarding what the future will hold. In this paper, we consider the scenario in which (1) world oil supply fails to increase, and (2)...
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19 Jul 2011
While headlines are dominated by the daily flip-flops of European and American political leaders, commodity supply fundamentals continue their generally bullish track. While it is impossible to predict the outcome of Oligarch clashes in the Western...
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5 Jul 2011
Declaring higher commodity prices and higher inflationary pressures a transitory or temporary phenomenon based solely on lack of meaningful US wage growth is shortsighted at best and perhaps very dangerous in investment decision making.
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24 Jun 2011
The following is a partial transcript of my interview with legendary investor and analyst James Dines. Some of the topics discussed related to rare earths are its importance for alternative energies, like wind and solar, and fundamental factors...
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22 Jun 2011
A discussion of the problems facing the U.S. dollar, the likely fallout when the slow decline of the U.S. dollar turns disorderly and finally, how investors can profit from these events.
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15 Jun 2011
A barrel of Brent Crude (the truest indicator of worldwide oil scarcity) sits at $118, up from $75 per barrel in July 2010 – a 57% increase in eleven months. In the U.S., the average price of gasoline is $3.69 per gallon this week, up...
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31 May 2011
The following is a partial transcript of Jim's interview with Kirk Sorensen, a former NASA scientist and current advocate for the use of thorium in meeting America's energy needs. In it, he tells the story of why uranium was originally chosen over...
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24 May 2011
In 2008, and again now in 2011, Congress has been looking for a Bogeymen to blame for a rise in oil prices. Since the rise in oil prices almost certainly has to do with factors outside their control – such as rising demand in developing markets and...
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17 May 2011
Dave Rosenberg discusses his outlook for the economy, the likelihood of QE3 next year, and the effects of a post-bubble credit collapse.
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16 May 2011
Jim Puplava and Felix Zulauf discuss a wide variety of critical economic issues, including the rising risk of inflation, the future of the European Union, China and the developing world, and the potential revolt of the bond market to massive debt...
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18 Apr 2011
Today we once again think about the inflation/deflation debate, turn our eyes to Europe and the very interesting election happening there, and speculate a little about what could derail the US economy.
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25 Mar 2011
The continuing political upheaval in North Africa and the Middle East along with the epic disasters in Japan are sowing chaos and confusion throughout the business world. In this week’s newsletter, we will examine just how all this is playing out.
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22 Mar 2011
Often lost in the discussion of the monthly employment situation is real earnings.
The standard for measuring hourly earnings is the Bureau of Labor Statistics series called: Average Hourly Earnings of Production...
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16 Mar 2011
The substance of this alert centers on the unknown aftershocks that may result from the world's third largest economy, Japan, rapidly shifting from an exporter of funding to a consumer of it.
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8 Mar 2011
The current inflationary trend is likely to be interrupted by a temporary - yet disruptive - period of violent deflation
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2 Mar 2011
With very limited excess capacity in Saudi Arabia and the rest of OPEC, further production shutdowns in the convulsing Middle East will soon push oil prices to new record highs. The Brent futures contract, the world’s benchmark price, almost reached...
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1 Mar 2011
What a month it has been in the oil markets! Brent crude prices accelerated their price trend, breaking above their trading band, while WTI broke $100 for the first time since 2008. The price increases were due to the market’s indigestion of Middle...
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7 Feb 2011
Ever since the global financial crisis struck in 2008, there has been a lively debate between those who have been expecting a prolonged deflation and those who have been predicting a rapid transition to inflation. In certain respects, both sides of...
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4 Feb 2011
If you live in the western world you never have to think about it. Flip a switch and the lights go on. Turn the faucet and the water flows freely for either your morning coffee or a shower.
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1 Feb 2011
It has been widely remarked that world conventional crude seems to have reached a plateau of production in 2005, at a time when oil prices were ascendant. Since one would expect producers to respond to higher prices with higher production, this has...
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31 Jan 2011
I know what you’re probably thinking. How can stocks keep going up when things look so terrible? The U.S. is running trillion dollar deficits, ( $1.5 trillion for 2011), the unemployment rate is stuck over over 9%, ( double that figure if you look...
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