Backwardation Report: A Mixed Bag

Last week, we gave investors our first contango report for 2014, noting that precious metals are facing upward curves for the foreseeable future. This week, we’re bringing you the first backwardation report of the year. For those unfamiliar with this term, backwardation is the process whereby near month futures are more expensive than those expiring further into the future, creating a downward sloping curve for future prices over time – put simply, it’s the opposite of contango [for more commodity news and analysis subscribe to our free newsletter].

Posted in Agriculture, Brent Oil, Commodity Futures, Copper, Energy, Industrial Metals, Soybeans, WTI | Tagged , , , | Leave a comment

Monsanto Q1 Earnings Are In: Profits Climb

In the agribusiness space, Monsanto Company (MON) is one of the largest and most popular companies in the industry. It currently is the world’s leading producer of the herbicide glyphosate and the second biggest producer of genetically engineered seeds. And with a market cap of over $61 billion, investors pay close attention to this bellwether, closely following the company’s news and key earnings report [for more agricultural news and analysis subscribe to our free newsletter].

Posted in Agriculture, Commodity Producers, Corn, Earnings, Earnings Reports, Soybeans, Wheat | Tagged | Leave a comment

Contango Report: Precious Metals Sloping Up for 2014

As we kick off the New Year, commodity investors are hoping that 2014 brings more favorable returns than its predecessor. Last year was largely marked by dwindling commodity returns with a number of hard assets wreaking havoc on investors and traders across the board. Gearing up for 2014, we take a look at some of the biggest commodities currently contangoed to help you get prepared for the new year [for more commodity news and analysis subscribe to our free newsletter].

Posted in Agriculture, Commodity Futures, Corn, Gold, Palladium, Platinum, Precious Metals, Silver | Tagged , , , , | Leave a comment

Checking in on the Worst Commodities of 2012

2013 was undoubtedly a rough year for commodities, particularly for precious metals like gold and silver. There were, however, some bright spots in the space, including cocoa, soybean meal, orange juice, gasoline, and brent. For the coming year, analysts remain rather pessimistic on the broad commodity market. Goldman Sachs analysts have noted: “Last year, we pointed to the ongoing shift in our commodity views, ultimately towards downside price risk. The impact of supply responses to the period of extraordinary price pressure continues to flow through the system.” [For more commodity news and analysis subscribe to our free newsletter].

Posted in Agriculture, Coal, Coffee, Commodity Futures, Energy, Natural Gas, Sugar | Leave a comment

Checking in on the Best Commodities of 2012

While the bulls reigned supreme on Wall Street in 2013, bearish pressures kept a lid on commodity prices throughout the entire year as investor rotated out of safe havens and jumped into cyclical equities. Despite the improving economic outlook on the home front, as evidenced by the Federal Reserve’s efforts to start reducing stimulus, demand for natural resources remains lackluster. Worries over China’s slowdown and unfavorable supply conditions remain the key headwinds that will most likely continue to put downward pressures on commodity prices heading into the new year [for more commodity news and analysis subscribe to our free newsletter].

Posted in Commodity Futures, Corn, Gasoline, Lumber, Platinum, Soybeans | Leave a comment

The 5 Worst Commodities of 2013

Last week, we outlined the five hard assets that performed the best in 2013 and noted that the pickings were slim. Overall, it was a rough year for commodities, as a number of hard assets slumped while equities roared forward. Below, we outline the five worst performing commodities of 2013 [for more commodity news and analysis subscribe to our free newsletter]:

Posted in Agriculture, Coffee, Corn, Gold, Precious Metals, Silver, Wheat | 1 Comment

What Big Banks Are Saying About Commodities in 2014

As 2013 comes to a close, several analysts have already published their predictions for the coming year with most remaining cautiously optimistic about the global economy in 2014. So far this year, however, commodity markets have struggled to stay out of the red, with many analysts speculating that the epic commodity boom seen in recent years is finally over. Though on the equity side, commodity producers have benefited from this year’s bull run, with oil and gas companies in particular logging in double digit gains [for more commodity news and analysis subscribe to our free newsletter].

Posted in Actionable Ideas, Agriculture, Asset Allocation, Brent Oil, Commodity Futures, Commodity Trading Outlook, Commodity Trading Trends, Energy, Gasoline, Gold, Industrial Metals, Livestock, Natural Gas, Nickel, Precious Metals, WTI, Zinc | Leave a comment

The Top 5 Commodities of 2013

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].

Posted in Agriculture, Brent Oil, Cocoa, Commodity Futures, Energy, Gasoline, Orange Juice | 3 Comments

2 Commodity Stocks to Sell on the Next Pop: FTI, POT

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.

Posted in Agriculture, Energy, Trading | Tagged , | 1 Comment

2 Commodity Stocks To Sell On The Pop: KMI, POT

Buyers remain in the driver’s seat with the gas pedal to the floor. Hopeful bears were rudely reminded of the main price driver at hand last week when new Fed Chairwoman Yellen managed to bolster markets higher after she reassured investors that monetary policy will remain accomodative for the foreseeable future [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 silently approaching federal government funding deadline on January 15th, 2014. 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 Agriculture, Energy, Trading | Tagged , | Leave a comment
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