Earnings Sneek Peak: Alcoa (AA)

One of the biggest names in aluminum production and exploration, Pittsburgh based Alcoa (AA) is one of the best known firms in the commodity world. The company operates in over thirty countries and is only rivaled in size by international firms Rio Tinto (RIO) and Rusal. Falling prey to a struggling industrial sector, Alcoa and many other mining corporations have been feeling the pressure since the recession began in late 2008. With their first quarter earnings report coming up on Monday, all eyes will be fixated on the materials giant [for more metals news and analysis subscribe to our free newsletter]. 

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A Visual Guide to Lithium Investing

In the commodity world, lithium is a rising star as its use and prevalence has skyrocketed in recent years. Thanks to a wealth of new technologies, lithium is slowly becoming a staple metal for a number of products and industries. As one of the lightest metals out there, lithium is used widely in pharma, ceramics, aluminu, and a number of clean technology processes. Given its wide spread, it should be no surprise that the commodity has also grown as an investment in recent years [for more lithium news and analysis subscribe to our free newsletter].

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Investing In Steel: The Definitive Guide

Steel has been known to mankind for thousands of years; its use dates back to the 1700s and has played a key role in human infrastructure. While new stronger metals—like titanium—have since developed, steel is the most cost-effective option for building products, and it remains in high demand worldwide [for more gold news and analysis subscribe to our free newsletter].

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13 High-Yielding Commodities For 2013

As many individual investors have taken a cue from professional and institutional money managers, alternative investments have gone mainstream – and commodities lead the trend. Interest in this asset class has exploded as individual retail investors have discovered commodities’ vast benefits, like low correlation to equities and bonds, inflation-fighting capabilities and their ability to profit from some of the world’s fastest-growing emerging markets. These benefits have made funds like the  PowerShares DB Commodity Index Tracking Fund (DBC) popular holdings in many portfolios [for more commodity news and analysis subscribe to our free newsletter].

Posted in Actionable Ideas, Asset Allocation, Coal, Commodity ETFs, Commodity Futures, Commodity Producers, Dividends, Energy, Gold, Hard Assets, Industrial Metals, Lumber, MLPs, Natural Gas, Precious Metals, Steel | Tagged , , , , , , , , , , , , | 3 Comments

A Deeper Look At China’s Commodity Industry

Although the geographical size of China is perhaps not that difficult for North Americans to appreciate, their population is another matter. As China has become the second-largest economy in the world, it is without question transformed into an enormous force in the world’s commodity markets; so much so, in fact, that the recent commodity supercycle is now generally seen as a byproduct of China’s emergence [for more commodity news and analysis subscribe to our free newsletter].

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A Deeper Look At Australia’s Commodity Industry

One of the wealthiest countries in the world, and the richest in Asia in GDP per capita terms, Australia is an unusual mix of a modern market economy with a large commodities-driven export infrastructure. Despite the influx of wealth created by its natural resources, Australia has never been particularly successful in developing a large manufacturing base. What’s more, the country has run large and persistent current account deficits for over a half-century. Nevertheless, Australia has very significant and efficient mining and agricultural sectors, and ranks highly in the world in many categories [for more commodity news and analysis subscribe to our free newsletter].

Posted in Actionable Ideas, Agriculture, Asset Allocation, Commodity ETFs, Commodity Futures, Commodity Producers, Energy, Industrial Metals, Precious Metals | Tagged , , , , , , , | 2 Comments

A Deeper Look at South Africa’s Commodity Industry

South Africa is the largest economy of Africa, and it accounts for almost one-quarter of the continent’s GDP. The path to this status has not been an easy one, however, as the country languished under sanctions in the 1980s tied to the government’s apartheid policies. While South Africa has a relatively well-developed manufacturing sector by the standards of African economies (and developing economies in general), a meaningful percentage of the country’s economy still revolves around commodities [for more commodity news and analysis subscribe to our free newsletter].

Posted in Academic Research, Actionable Ideas, Agriculture, Asset Allocation, Commodity ETFs, Commodity Futures, Commodity Producers, Energy, Industrial Metals, Precious Metals | Tagged , , , , , , | 6 Comments

Earnings Sneak Peek: Alcoa (AA)

Alcoa Inc is one of the biggest names in the commodity world as it is the world’s third largest producer of aluminum. The company has also gained a fair amount of attention being that it is often synonymous with the start of earnings season. Each quarter Alcoa is one of the first major companies to report their earnings, and today marks the results from Q3 2012 [for more aluminum news and analysis subscribe to our free newsletter].

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5 Commodity Dividend Stocks To Stay Away From

In his book Ron’s Road to Wealth, investor Ron Muhlenkamp explains that inflation increases the prices that consumers pay for goods and services. However, a more accurate description, especially for those with savings in the bank, is that inflation means the value of your money is shrinking.

Posted in Actionable Ideas, Asset Allocation, Commodity Futures, Commodity Producers, Energy, Industrial Metals, Natural Gas, Precious Metals, WTI | Tagged , , , , | 1 Comment

Marc Faber: Why Industrial Commodities Will Continue to Fail

Marc Faber, who shares the moniker “Dr. Doom” with Nouriel Roubini, has made a name for himself not only from his intelligence, but also from his outspoken and often controversial views. Faber has recently predicted a 100% chance of a U.S. economic recession and says that he is simply waiting for things to fail. To put things lightly, he is something of a bear, as he often points out the faults of the economy or singles out failing sectors. It seems as though he has done it again, but this time with industrial commodities, namely industrial metals [for more industrial metals news and analysis subscribe to our free newsletter].

Posted in Actionable Ideas, Aluminum, Asset Allocation, Commodity ETFs, Commodity Futures, Commodity Producers, Copper, Industrial Metals | Tagged , , | 4 Comments