Ukraine Ignores Russian Threats Against New EU Trade Deal

In the commodity world, trade agreements and regulations can either make or break a particular market. Whether it be new alliances, tariffs, or taxes, each decision made by commodity producing countries can have a significant and material impact on the flow of goods and natural resources. Over recent years, one country has struggled to take a concrete stance on its trade agreements, going back and forth between new and forward-looking trade ventures to the West and its long and tangled ties with its neighbor (and once oppressor). This week, however, Ukraine finally took a stand against Russia, giving the formal go-ahead for its landmark trade deal with the European Union [for more commodity news and analysis subscribe to our free newsletter].

Posted in Academic Research, Actionable Ideas, Agriculture, Asset Allocation, Brent Oil, Coal, Cotton, Energy, Industrial Metals, Natural Gas, Steel, Sugar, Wheat, WTI | Leave a comment

An Open Letter To The CKX Lands, Inc. Management And Board Of Directors

By Nat Stewart of NAS Trading LLC Dear CKX Lands’ Inc. Management and board of directors: Over the years, you have done an admirable job as stewards of the CKX Lands Inc. (CKX) properties. I am impressed by the high level of stock ownership by the board of directors and by the meager salaries both executives and directors draw from the company. I was also impressed by the recent moves taken to improve corporate governance practices by removing potential conflicts of interest. All things considered, you have done a fine job, an admirable job, of leading CKX Lands, Inc [for more commodity news and analysis subscribe to our free newsletter].

Posted in Academic Research, Agriculture, Energy, Lumber, Natural Gas, Timber, WTI | Tagged | 1 Comment

When Goldman Sachs Says Short Gold, It’s Time To Buy

Last week, we reported on Goldman Sachs (GS) slashing its outlook for gold and suggesting investors short the precious metal.  In a letter to its clients, analysts at the company stated “We see risk to current prices as skewed to the downside as we move through 2013. In fact, should our expectation for lower gold prices continue to prove correct, the fall in prices could end up being faster and larger than our forecast.” But given Goldman’s history, it will be difficult for many to trust this sentiment [for more gold news and analysis subscribe to our free newsletter].

Posted in Academic Research, Commodity Trading Outlook, Gold, News and Current Events, Precious Metals | Tagged , , , , | 10 Comments

A Brief 2000-Year History Of Copper Prices

We have previously talked about the historical use and value of gold and silver, and now we turn to copper. Right off the bat, copper is a very different metal. Like gold, it’s easy to work with for relatively simple tools and technologies, but unlike gold, copper was (and is) quite common and easy to find. Copper has been mined and used for at least 10,000 years and likely vied with meteoric iron as the metal most used in tools [for more copper news and analysis subscribe to our free newsletter].

Posted in Academic Research, Copper, Gold, Industrial Metals, Precious Metals, Silver | Leave a comment

15 Commodity-Friendly Professors

When it comes to commodities, most investors turn to the likes of Jim Rogers and George Soros, legendary gurus that have long held the spotlight in this asset class. And while their contributions to the commodities world have certainly helped shape the market we know today, there is one group of individuals that is often overlooked, though they have continually played a major role in the natural resources market: professors [sign up for our free commodity newsletter here].

Posted in Academic Research, Agriculture, Brent Oil, commodityHQ.edu, Energy, Gold, Natural Gas, Precious Metals, WTI | Tagged , , | 5 Comments

The World’s Largest Natural Gas Producers

The natural gas industry has exploded in size over the past several years, as new production techniques have increased reserves and driven down the commodity’s price. With the United States potentially holding enough reserves to last a century at current consumption levels, many see natural gas as both an economical solution to a potential energy shortage, and an environmentally friendly alternative to coal and other dirty fossil fuels [for more commodity news and analysis subscribe to our free newsletter].

Posted in Academic Research, Actionable Ideas, Asset Allocation, Commodity Producers, Energy, Natural Gas | 3 Comments

What You Need To Know About Commodity Indexes

For many investors, index investing continues to draw support in most portfolios. The proponents of the passive style of investing continue to grow as the poor returns of the “lost decade” have shown that active investment management, for the most part, fails to the beat the market–especially once trading costs, fund fees and taxes are taken into account. As index investing is relatively passive, index funds usually have lower management fees and expenses than actively-managed funds. As such, the number of stock and bond index funds and ETFs continues to grow, and that growth is also spreading into the commodity space [for more commodity news and analysis subscribe to our free newsletter].

Posted in Academic Research, Actionable Ideas, Agriculture, Asset Allocation, Commodity ETFs, Commodity Futures, commodityHQ.edu, Energy, Industrial Metals, Precious Metals | Tagged , , , , | 2 Comments

7 Commodity Terms Traders Must Know

Investor interest in commodities has surged in recent years, as the lucrative returns and growth potential provided by this corner of the market have successfully attracted even the smallest of investors. And while financial innovation has certainly helped democratize the asset class, investors of all walks should certainly familiarize themselves with the complexities and nuances of this market. In this article, we’ll take a look at seven key terms that all commodity traders should know [for more commodity news and analysis subscribe to our free newsletter]:

Posted in Academic Research, Commodity Futures, commodityHQ.edu | Tagged | 9 Comments

Is Commodity Investing Dying? Part 1

Commodity futures markets were originally designed for producers to hedge their risks against unforeseen complications. But as the years went on, more and more retail investors began piling into this asset class, as they enjoyed the diversification benefits offered by hard assets. Now, many long-term buy and hold investors allocate anywhere from 5-20% of their assets to commodity holdings, but that trend may be hitting a roadblock [for more commodity news and analysis subscribe to our free newsletter].

Posted in Academic Research, Commodity Futures, commodityHQ.edu | Tagged , , | 2 Comments

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].

Posted in Academic Research, Actionable Ideas, Asset Allocation, Commodity ETFs, Commodity Futures, Commodity Producers, Industrial Metals, Steel | Tagged , , , , | Leave a comment
  • Subscribe

    • RSS Icon   Twitter Icon
    • Sign up for free today:
  • Search