"The best place to be is in commodities"

[drillinto]

Commodities aiming to end 5-year streak of annual declines

http://www.marketwatch.com/story/commodities-are-crushing-it-in-2016-heres-why-2016-06-30

 

[drillinto]

Graphite >> https://miningwealth.com/why-i-dont-cover-graphite-stocks-anymore/

 

[drillinto]

James Grant: "The FED is now hostage to Wall Street".

http://www.fuw.ch/article/the-fed-is-now-hostage-to-wall-street/

 

[drillinto]

Bull Market [US] Has Further to Run

Brian S. Wesbury – Chief Economist / First Trust (USA)
Robert Stein, CFA – Dep. Chief Economist
Strider Elass – Economist

http://images.realclear.com/files/2016/08/328_9c51b4ce-b720-44dc-a147-c93a2df697dd.pdf

 

[drillinto]

Exxon ignores near-term glut to play liquefied gas long game

BLOOMBERG | Monday, Sept. 5, 2016

http://triblive.com/business/headlines/11078805-74/exxon-gas-lng

 

[drillinto]

Australia‘s resource-rich economy expanded at its fastest annual pace in four years last quarter,
clinching a remarkable run of 25 years without recession as surging exports more than made up
for a patchy performance at home.


http://fortune.com/2016/09/07/australia-economic-growth/

 

[drillinto]

IEA Changes View on Oil Glut, Sees Surplus Enduring in 2017
By Grant Smith
13 SEP 2016

http://www.bloomberg.com/news/artic...n-oil-glut-sees-oversupply-persisting-in-2017

 

[drillinto]

>>> What Is Stopping Global LNG Growth? <<<

By Zainab Calcuttawala - Sep 16, 2016



>>> http://oilprice.com/Energy/Energy-General/What-Is-Stopping-Global-LNG-Growth.html

 

[priya0710]

Traders can sustain with long term profitability by investing in commodities. This market is least correlated with all the other markets and therefore it is less riskier to invest as well.

 

[drillinto]

>>> Survey Reveals Projections for Lower Wind Energy Costs

September 13, 2016



>>> http://www.nrel.gov/news/press/2016/37738

 

[drillinto]

US: Rate Hike Looks Set for December

Brian S. Wesbury – Chief Economist
First Trust Advisors L. P. (USA)

>>> http://www.ftportfolios.com/Commentary/EconomicResearch/2016/9/21/rate-hike-looks-set-for-december

 

[drillinto]

>>> The Oil Glut Will Bleed Into 2017, Says IEA Chief <<<

By Tsvetana Paraskova - Sep 27, 2016,


http://oilprice.com/Latest-Energy-N...Glut-Will-Bleed-Into-2017-Says-IEA-Chief.html

 

[drillinto]

Commodities stumble, but still on track for first yearly gain since 2010

by Myra P. Saefong / MarketWatch / 1 OCT 2016

Lean hogs, soybeans and crude oil all lost ground in the third quarter, but the commodities market held its grip on the first yearly gain since 2010.

Commodities typically underperform in the third quarter, but they logged their strongest third quarter since 2013, analysts at Citi Research said in a recent note.

The Bloomberg Commodity Index is down nearly 4% for the quarter, but remains up about 8.6% year to date. The index hasn’t posted a calendar-year gain since 2010, when the index saw a nearly 17% climb. It lost almost 25% in 2015, but gained nearly 13% in the second quarter of this year.

It was “not a hot summer for commodities, but the winter is unlikely to be as cold to investors,” Citi analysts said.

For the quarter ended Sept. 30, the largest commodity gainers included palladium, up nearly 21% according to FactSet data, and cotton , up roughly 6%. On the downside, lean hogs , down a whopping 47%, and soybeans , off 17%, suffered the biggest losses.

 

[drillinto]

Cobalt Mining in Congo

Story by Todd C. Frankel
Photos by Michael Robinson Chavez
Video editing by Jorge Ribas
September 30, 2016


[At the end of the article there are already 145 comments by readers of the Washington Post]




https://www.washingtonpost.com/grap...-table-main_cobaltflipper-916a:homepage/story

 

[drillinto]

IN YOUR PHONE, IN THEIR AIR

A trace of graphite is in consumer tech.

In these Chinese villages, it’s everywhere.

Story by Peter Whoriskey; Photos by Michael Robinson Chavez; Videos by Jorge Ribas
October 2, 2016

[At the end of the article there are already 49 comments from WP's readers]



>>> https://www.washingtonpost.com/graphics/business/batteries/graphite-mining-pollution-in-china/

 

[drillinto]

>> Australia Stands Pat on Rates as Commodity Rebound Gathers Pace <<

by Michael Heath
October 4, 2016

Australia’s central bank kept the cash rate unchanged Tuesday as an unexpectedly strong rebound in commodity prices boosts an economy already growing at an above-average pace.
...


http://www.bloomberg.com/news/artic...at-on-rates-as-commodity-rebound-gathers-pace

 

[drillinto]

>> Boone Pickens On Natural Gas: It’s The Way To Defeat OPEC <<

by Lincoln Brown - Nov 04, 2016




>> http://oilprice.com/Energy/Energy-G...n-Natural-Gas-Its-The-Way-To-Defeat-OPEC.html

 

[drillinto]

>>> ETF Trends: US Sectors & Groups <<<
Nov 10, 2016


>>> https://www.bespokepremium.com/etf-trends/etf-trends-us-sectors-groups-111016/

 

[drillinto]

ETF Trends: Hedge
Nov 23, 2016

Metals and steel-related ETFs have performed well over the last few days, after pausing briefly last week.
Energy also continues to perform well ahead of EIA data on the petroleum market today.
Duration continues to underperform with EDV, TLT, and VCLT all on the list of worst performers.
Parts of Health Care also continue to underperform as do solar stocks and gold.

>> https://www.bespokepremium.com/etf-trends/etf-trends-hedge-112316/

 

[drillinto]

ETF Trends: International

EWA (Australia) is among the best perfomers.

[All ETFs listed at NY]

Nov 29, 2016

>> https://www.bespokepremium.com/etf-trends/etf-trends-international-112916/