U.S. Housing Market Faces Potential Headwinds

Since the unprecedented crash of 2008, U.S. markets have struggled to make up lost ground. After five years, the economy has finally started to pick up steam – slowly, but surely. And as the economy continues to pick up its pace, many investors are returning to the corner of the market that was one of the primary sources of the 2008 financial crisis: housing. Across the board, housing stats have been on the rise in recent years, including home prices, housing starts, building permits, and construction. A closer look at the industry in recent months, however, reveals several red flags [for more commodity news and analysis subscribe to our free newsletter].

Posted in Agriculture, Commodity Futures, Commodity Producers, Copper, Industrial Metals, Timber | Tagged , , , , , | Leave a comment

2 Commodity Stocks To Sell On The Pop: AEM and MPC

Major U.S. equity benchmarks continue to inch higher into previously uncharted territory as investors remain hopeful that the Federal Reserve will remain accommodative and postpone the much-feared “taper,” in light of the recent federal government shutdown. Upbeat corporate earnings have helped to keep optimism levels elevated, but a number of bellwethers have expressed global growth concerns by revising their outlooks lower, making for a very mixed picture [for more commodity futures news and analysis subscribe to our free newsletter]. Amid the “hope” rally and postponed debt-ceiling issue at home, many remain hesitant to jump in long. As such, below we highlight two commodity stocks that may offer an attractive short selling opportunity for those looking to bet against some of the stellar run-ups already seen across Wall Street.

Posted in Energy, Precious Metals, Trading | Tagged , | Leave a comment

Commodity Earnings This Week: Big Oil Under the Microscope

As earnings season gets into full swing, Wall Street’s attention will be fixated on the results of the most recent quarter. This week sees big oil step up to the plate, with some of the biggest names in the industry reporting on how they fared over the past three months. Below, we preview some of the most significant commodity earnings from the week ahead, helping investors prepare for what will ultimately be an active five day stretch for markets:

Posted in Brent Oil, Earnings, Earnings Reports, Energy, Gasoline, Natural Gas, WTI | Tagged , , , , , , , , | Leave a comment

Caterpillar’s Earnings Highlight Mining Industry’s Challenges

On Wednesday, Caterpillar (CAT)–one of the biggest manufacturers of construction and mining equipment–posted lower-than-expected quarterly results and cut its full year forecast. The bellwether cited weak demand from its mining customers, its most profitable product category, as the primary source of Caterpillar’s sour quarter. In 2014, Caterpillar estimates revenue will be essentially flat to +/-5% compared to 2013. For the year, the company now expects revenues to come in around $55 billion versus the previously forecasted $58 billion figure [for more commodity news and analysis subscribe to our free newsletter].

Posted in Commodity Producers, Copper, Gold, Industrial Metals, Precious Metals | Tagged , , , | 1 Comment

2 Energy Stocks To Buy On The Dip: GPOR and COG

The U.S. federal government has re-opened and the bull market rages on. Politicians kicked the can down the road, and although less-than-ideal, this resolution served as an injection of confidence in Wall Street; the S&P 500 Index continued its winning streak this week, just barely peering above the closely watched 1,750 mark [for more commodity futures news and analysis subscribe to our free newsletter].

Posted in Energy, Trading | Tagged , | Leave a comment

Major Commodity Earnings This Week: A Bit of Everything

As we make our way into the last quarter of the year, the eyes of investors and analysts turn to the performance of the most recent quarter. Q3 earnings season is upon us and has opened up with gloomy expectations, as many companies have already lowered guidance ahead of their reports. Below, we detail the most significant commodity firms that will release earnings this week [for more commodity news and analysis subscribe to our free newsletter]:

Posted in Commodity Producers, Earnings, Earnings Reports | Tagged , , , , | Leave a comment

Africa: The New Frontier For Europe’s Refiners

In recent years, investors have witnessed the U.S. become a dominant force in the crude oil space, thanks in part to a development in technologies like fracking as well as more pipelines distributing the energy resource around the nation. Currently, the U.S. produces roughly 11.1 million barrels per day, and in 2012 the country exported more than 1.17 billion barrels around the globe. As global demand for the U.S.’s sweet crude oil increases, other producers have started to feel the pressure of the competition and increasing stockpiles of crude. As such, regions like Europe have started to look elsewhere to sell their mounting surplus of oil and gasoline [for more energy news and analysis subscribe to our free newsletter].

Posted in Asset Allocation, Brent Oil, Commodity Producers, Energy, Gasoline, WTI | Tagged | Leave a comment

2 Commodity Stocks To Sell On The Pop: BHP, VALE

The ongoing government shutdown continues to eat away at investors’ confidence, even though major equity indexes are undeniably pricing in a resolution, as evidenced by the S&P 500′s ability to keep afloat while the debate in Congress rages on. Given the degree of optimism that has permeated Wall Street, it’s likely that a lack of resolution among politicians will lead to a nasty sell-off, as always, catching retail investors off guard [for more commodity futures news and analysis subscribe to our free newsletter]. Given the recent “hope rally” and looming debt-ceiling deadline, many remain hesitant to jump in long. As such, below we highlight two commodity stocks that may offer an attractive short selling opportunity for those looking to bet against some of the stellar run-ups already seen across Wall Street.

Posted in Energy, Industrial Metals, Trading | Tagged , | Leave a comment

Q&A With Peter Schiff: Silver Looking Golden

Peter Schiff, CEO and Chief Global Strategist of Euro Pacific Capital, has long been a major presence in the precious metals industry. We had the chance to sit down with Peter to discuss silver, gold and his new fund that debuted earlier this year.

Posted in Commodity ETFs, Commodity Producers, Gold, Precious Metals, Silver | Tagged , , | Leave a comment

Major Commodity Earnings On Tap: EPB, KMI, SLB

With Alcoa (AA) kicking off earnings season this week, investors will be keeping a close eye on the results of their favorite commodity stocks. On Tuesday, the largest U.S. aluminum producer reported a profit of $24 million in the third quarter – a significant uptick from the $143 million loss reported a year ago. Revenues for the company came in at $5.765 billion, beating analyst estimates of $5.66 billion; Alcoa’s Q3 EPS of $0.11 also beat estimates by $0.06. In the coming week, investors will once again comb through a slew of earnings reports, but what is perhaps more important than the reports themselves is the particular outlook that each company provides [for more commodity news and analysis subscribe to our free newsletter].

Posted in Coal, Commodity Producers, Earnings, Earnings Reports, Energy, Industrial Metals, MLPs, Natural Gas, Steel, WTI | Tagged , , , , | Leave a comment