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Category Archives: Commodities
The New Gold Rush?
Rare Earth (REE) stocks, including Molycorp, got hammered today and we added a little to our position. These stocks are over extended as most are up over 100 percent in the past month. We believe this story has legs and … Continue reading
Posted in Black Swan Watch, China, Commodities, Equities, Geopolitical, Gold, Rare Earth Elements
Tagged Gold, Rare Earth Elements
3 Comments
Rare Earth Day
Rare Earth Elements (REE) have shown up on our radar as shares of Molycorp (MCP), one of the largest and only producers outside China, has doubled in the past month. REEs have no substitutes and are critical material inputs for … Continue reading
Posted in Black Swan Watch, China, Commodities, Equities, Geopolitical, Rare Earth Elements
Tagged China, Commodities, Equities, Geopolitical
2 Comments
Soft Landing in the Chinese Property Market
Andy Xie, the former Morgan Stanley economist and one smart dude, pens a great piece for Bloomberg on the Chinese property and reverses his previous view of an imminent crash. The fallout from a potential hard landing in China’ s … Continue reading
Posted in China, Commodities, Gold, Whales
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What is the “correct” price for gold?
Because the equilibrium price of gold is an unknown, the yellow metal keeps running. There is no real metric to determine its fundamental value — a real rate of interest and price-earnings or price to book ratio, for example. … Continue reading
The Squeeze in Global Rubber Supplies
Rubber is bouncing…. Goodyear Tire & Rubber and Cooper Tire & Rubber, the two largest U.S. tiremakers, have begun notifying customers they will raise tire prices by as much as 6.5% by early November. Bridgestone, the largest tiremaker by sales, … Continue reading
EU to wage war against speculation on commodity markets
Reports out of Europe a crackdown on the specs is in the works: Brussels, like Washington, is planning to launch measures to regulate commodity exchanges and curb speculation, as well as step up transparency in food trade after the recent … Continue reading
Posted in Commodities
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Cotton moves over $1 per pound for the first time in 15 years
Cotton going parabolic. Corn flying. I thought we’re in deflation? Combined with China wage pressures, the days of the “cheap suit” are over. Buy those Christmas sweaters now and expect a margin squeeze for clothing retailers. Hope the FOMC … Continue reading
Posted in Commodities
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Corn Closes at $5.1325 bu, Up 58% Since Late June
The last leg of the market’s recent climb to 23-month highs has been fueled largely by the U.S. crop. On Sept. 10, the Department of Agriculture projected a yield of 162.5 bushels per acre, versus the 165 bushels estimated a … Continue reading
Posted in Commodities, Uncategorized
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Global Macro Monitor 