With 2013 drawing to a close, we’re taking a moment to reflect on the biggest moves seen by commodity investors over the past year on Wall Street. Last week, we profiled the best performing commodity stocks of the year; this list was largely dominated by U.S. oil & gas companies as the domestic energy boom took root in 2013. While some commodity producers managed to rake in stellar triple-digit gains, most fell on the other end of the performance spectrum and struggled to rally amid 2013′s bull market [for more commodity news and analysis subscribe to our free newsletter].
Sluggish growth prospects in China coupled with uncertainty surrounding the timing and magnitude of the Fed taper at home have served, and remain, as two key headwinds for commodity investors looking ahead to 2014.
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As 2013 draws to an end, we take a moment to reflect on the happenings in the commodity world from this past year. All-in-all, it was a tough year for a number of hard assets, as the S&P GSCI Commodity Index struggled to find any momentum, losing approximately 2% for the year. Meanwhile, the S&P 500 has jumped more than 26%, as equities have dominated throughout the year. While the story has been grim for some, there are a handful of commodities that have been able to turn in a solid performance in 2013 [for more commodity news and analysis subscribe to our free newsletter]. See the full story here
Over the last few years, investors have witnessed the U.S. become a dominant force in the crude oil and natural gas space, thanks in part to rapid development in technologies. The use of hydraulic fracturing, or fracking, has boomed in recent years, as the technology has made it possible to reach significant oil and gas resources that had previously demonstrated a poor flow rate and weren’t economically accessible [for more commodity news and analysis subscribe to our free newsletter]. See the full story here
Bullish forces continue to prevail on Wall Street thanks to upbeat economic data releases coupled with persistent expectations that the Federal Reserve’s monetary policy will remain unchanged in the foreseeable future. To top it off, stock have enjoyed a largely news- and drama-free landscape over the past two weeks, allowing for sentiment levels to remain elevated alongside equity markets [for more commodity futures news and analysis subscribe to our free newsletter].
Amid the ongoing “No-Taper” rally at home, many remain hesitant to jump in long ahead of the much awaited “Santa Claus” rally as the end of 2013 inches closer. 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. See the full story here
The commodity world has been plagued by lawsuits and cries of foul play for what seems like decades now. For as long as there have been exchanges for physical commodities, there have been accusations of price manipulation along with some very compelling evidence. From the Hunt Brothers’ silver game to the recently accused Goldman Sachs, market manipulation for hard assets has been a continued theme [for more commodity news and analysis subscribe to our free newsletter]. See the full story here
So far in 2013, commodity markets have had a troublesome year, with many analysts speculating that the epic commodity boom seen in recent years is finally over. On the equity side, however, major commodity producers have benefited from this year’s bull run, logging in double- and triple-digit gains. Oil and gas producers in particular continue to come out on top, while precious and industrial metal miners struggle to stay out of the red. But on this Thanksgiving Day, it is perhaps most appropriate for us to reflect on those commodity producers we’re particularly grateful for [for more commodity news and analysis subscribe to our free newsletter]. See the full story here
Posted in Actionable Ideas, Alternative Energy, Asset Allocation, Commodity Producers, Energy, Natural Gas, Solar, WTI
Tagged APA, CVX, FSLR, LNG, PBR, SM, XEC, XOM, YPF