Gold and Resources

 

Commodities Trading: Sulfuric acid makes the world go round

Published on April 25, 2008

“Sulfuric acid prices in March hit a record high of $329/ton, according to Purchasingdata.com, after trading at $90/ton as recently as October.” — Chris Mayer
by Chris Mayer
Baltimore – (TFN): Interesting how certain investment threads come together…
I read recently that copper producers are complaining about the skyrocketing costs of sulfuric [...]

Investing in Uranium: Nuclear energy going cheap

Published on April 24, 2008

“People have been calling the bottom in uranium for some six months or more now, and they’ve all been wrong.” — Dominic Frisby
by Dominic Frisby
Baltimore – (TFN): If there’s one area of the commodities markets that’s looking extremely cheap right now, I would say it’s uranium. Or rather [...]

Commodities Trading: Food riots and cash crops

Published on April 23, 2008

“What has sparked such energy from bureaucrats better known for their plodding nature? Nothing sets a fire under such folks like a good food riot.” — Adam Lass
by Adam Lass
Baltimore – (TFN): Brick-throwing crowds have been reported in Egypt, Cameroon, Cote d’Ivoire, Senegal and Ethiopia. But these are not [...]

Steel Prices: The ETF doesn’t lie

Published on April 22, 2008

“In the past, you might have expected steel stocks to get hit hard by a U.S. slowdown and open talk of recession. But now there is so much construction taking place, America has become a much smaller piece of the puzzle.” — Justice Litle
Blogger’s note: With a U.S. recession on [...]

Canadian Mining Stocks: China Gold buys part of Jinshan Gold Mines

Published on April 17, 2008

“Last week it was announced that China’s largest state-owned gold mining company, the imaginatively-named China Gold, had bought a 42% position in the company. Why have the Chinese done this? And what is the significance for Jinshan?” — Dominic Frisby
by Dominic Frisby
Baltimore & London – (TFN): [...]

Commodities Trading: The threatening water shortage

Published on April 16, 2008

“Water stress was a link between rising food prices, disease and conflicts such as the one in Darfur.” — Chris Mayer
by Chris Mayer
Baltimore – (TFN): I’ll start in the tiny Swiss resort of Davos, the site of the World Economic Summit’s annual conference. Davos has long been a [...]

Commodities Trading: Investing in cash crops

Published on April 14, 2008

“You don’t have to purchase futures and options contracts to invest in these commodity gems. I should know. I’ve been researching and recommending commodities since 2002… So I know it’s never been easier to trade raw materials with zero leverage and no margin!” — Eric Roseman
by [...]

Copper Prices: Prospecting for pennies

Published on April 13, 2008

Baltimore — (TFN): A week ago or so, I listened to an NPR news story about metals “investors” filching through tons of pennies to locate those coins minted before 1982 that still have actual copper in them.
Indeed, copper prices have risen 30 percent since January. Prices for zinc are up 55 percent, to about [...]

Commodities Trading: Gain from grains, despite the falling dollar

Published on April 10, 2008

“No other asset class comes close to commodities over the last six years. Not stocks, not bonds, not real estate and not even most emerging markets. In fact, even during the worst credit crisis in the United States in 60 years, commodity benchmarks continue to hit new all-time highs [...]

Silver Prices: More gains than gold

Published on April 7, 2008

“While gold stole all the headlines when it broke the $1,000 mark, few took notice seven days earlier when silver hit its highest price in 28 years.” — Michael Checkan
by Michael Checkan
Baltimore – (TFN): Leprechaun investors found their pot of gold four days before St. Patrick’s Day, when gold [...]

Gold Prices: Bernanke goes for the gold

Published on April 4, 2008

“(The Fed’s) message has been, more or less, that money grows on trees, which is why Ben Bernanke’s moniker, ‘Helicopter’ Ben, is catching on with the press. Gold bugs could not be more thrilled. Just recently, I wrote that we are seeing the best of all worlds for gold [...]

Rare Earth Metals: A global shortage

Published on April 3, 2008

“This is no joke. I said at the beginning that I would tell you a good old story, not a funny story. And the investment recommendation makes for a good story, or maybe even a great one.” — Byron King
by Byron King
Baltimore – (TFN): You’ve heard the good [...]

Commodities Trading: Profit from the price roller coaster

Published on April 1, 2008

“If ever there was a great example of how volatile the commodities markets can be, and how fast they can move, the last two weeks just proved it.” — Lee Lowell
Blogger’s note: Lee Lowell of Smart Profits Report told his readers about an easy way to profit from the [...]

Commodities Trading: Profit from pollution

Published on March 28, 2008

"As always, crisis breeds opportunity in some areas and poses long-term risks in others." — Andrew Mickey

by Andrew Mickey

Baltimore – (TFN): It’s hard to believe, but true. An environmental “dead zone” has killed off everything in a 7,000 square-mile radius.

Worse still, I’m not talking about some over-polluted region in Mongolia. This isn’t some far off Asian province packed with coal-fired power plants to…

Gold Prices: Playing gold options in a volatile market

Published on March 27, 2008

"You know that gold is probably due for a correction… What do you do? You could weather the storm. You’re in for the long term, right? The trouble is gold stocks can fall a lot during even a typical correction." — Ed Bugos

by Ed Bugos, Whiskey & Gunpowder

Baltimore – (TFN): So you own a portfolio of gold stocks, and you’re worried…

Commodities Trading: Profiting from government stockpiles

Published on March 26, 2008

"In the post-Cold War euphoria of the 1990s and early 2000s, the U.S. government sold off almost all of the strategic stockpile material (The Russians sold a lot as well, but not all of it — characteristically.)." — Byron King

by Byron King

Baltimore – (TFN): One of the lessons of World War II was the vulnerability of international trade. The Germans…

Food Inflation: The increased cost of survival

Published on March 25, 2008

"News wires reported several incidences of food-related riots last week. A riot in Haiti or Cameroon is nothing new, but when folks are fighting to get their hands on something to eat in Italy, I get worried. " – Andrew Snyder 

By Andrew Snyder

Baltimore (TFN) — We are in the midst of a very scary situation.  The United States is not the only country up to its neck in economic confusion.&nbsp…

Commodities Trading: Aluminum’s Alcoa bribes (maybe) and buys

Published on March 21, 2008

"After naming Merrill Lynch CEO Stan O’Neal (yes, that Stan O’Neal, the one who was forced to step down after revealing $8.4 billion in mortgage writedowns for the investment firm last fall) to its board, Alcoa and Chinese competitor Aluminum Corporation of China, or Chalco, as it’s known, bought a 9% stake (12% of its London shares) in Rio Tinto." — Stephanie Grimmett

by Stephanie Grimmett

Baltimore &ndash…

Gold Prices Fall: Commodities drop ahead?

Published on March 20, 2008

Blogger’s Note: I’ve argues in the past that gold and commodities over the past couple of years have become so equitzized that they might as well be counter-cyclical stocks. Or maybe not even counter-cyclical. Because over the past years, the global economic recovery has been fueled by U.S. consumer spending. The more Americans spent, the more the EU and China were able to sell, the more resources and commodities they…

Commodities Trading: The perfect stock pick to profit from high food prices

Published on March 19, 2008

"Agriculture is booming and shows no sign of slowing down. But one company is perfectly positioned to capitalize on the agriculture frenzy." — Rick Pendergraft

by Rick Pendergraft

Baltimore – (TFN):  If you have been to the grocery store lately, you have noticed that almost everything – from milk to eggs to meat – costs more. You have probably heard that…