RSSCategory: Commodity Trading

How Commodities Performed In H1 2017

How Commodities Performed In H1 2017

If you’re looking for action, the commodities sector has traditionally been a good place to find it. With wild price swings, massive up-cycles, exciting resource discoveries, and extreme weather events all playing into things, there’s usually never a dull day in the sector. That being said, it’s hard to remember a more lackluster period for […]

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The Commodity Cycle: What It Means For Precious Metals Prices

The Commodity Cycle: What It Means For Precious Metals Prices

The cycle for any commodity follows the same basic pattern… When prices are low, production falls. As new supplies diminish, the market tightens and prices move higher. The higher prices incentivize producers to invest in production capacity and increase output. Eventually, the market becomes oversupplied, prices fall, and the cycle starts all over again. Of […]

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Commodities – Fill The Gap In Your Portfolio

| March 30, 2017 | 0 Comments
Commodities – Fill The Gap In Your Portfolio

I have only my father to blame. He was the one who introduced me to stocks, mutual funds and investing at a very young age. In fact, he was once interviewed for a newspaper article on parenting, and he admitted that he used to read to me from The Wall Street Journal to put me […]

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Why Big Oil Is Still A Big Dividend Trap

| March 2, 2017 | 0 Comments
Why Big Oil Is Still A Big Dividend Trap

There are, literally, a billion reasons to avoid the energy sector right now. Hedge funds now own a billion barrels worth of bets that crude oil prices are heading higher. Problem is, these guys are usually wrong – especially when they wager with such conviction! In April 2014, I warned that then-$103 crude oil was […]

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Riding The Bear Market Rally

Riding The Bear Market Rally

Everybody’s been obsessed with “Dow 20,000” lately. The Dow Jones Industrial Average is perhaps the most widely-watched gauge of the U.S. stock market. And “20,000” is a big, fat, impressive-sounding round number. So it’s not surprising the financial media latched onto “Dow 20,000” like a dog to a bone. U.S. stock indices are indeed breaking […]

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How To Play The Bear Market Rally In Commodities

How To Play The Bear Market Rally In Commodities

We talk a fair bit about commodities here at Dent Research. That’s largely because Harry’s research has consistently pointed to deflation – not inflation – as the dominant force in this winter economic season. Indeed, commodity prices have sucked wind for years now. Crude oil fell to a low of $36 a barrel last year […]

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8 Markets In Contango And Backwardation

| September 29, 2016 | 0 Comments
8 Markets In Contango And Backwardation

Where is crude going? Will the grain markets stay this low for much longer? When will stock indices take their dip? Will the U.S. Dollar rally? It’s a subliminal way of asking for a genie or a crystal ball, and the futures market equivalent of asking your neighbor how high Facebook or Amazon’s stock will […]

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Potash Price Surge Could Lead To Higher Food Costs For Billions

Potash Price Surge Could Lead To Higher Food Costs For Billions

We are on the precipice of a food fight among 7 billion people, and potash will be right at the center of it. If you can add 200,000 people every day to the global population and account for a significant loss of farmland at the same time, you can begin to understand the dire food […]

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Morgan Stanley Goes Bearish On Commodities Amid Brexit, China Slump

| June 30, 2016 | 0 Comments
Morgan Stanley Goes Bearish On Commodities Amid Brexit, China Slump

There is a bull and bear case for commodities, a Morgan Stanley Global Metals Playbook notes. The June 27 report takes a decidedly bearish view of hard commodities in general. It issues a mostly neutral or even more pronounced bearish take on commodities in general, with one exception. The report contrasts their recommendation from last […]

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Brexit: The Pound Will Survive, The Euro Will Not

Brexit: The Pound Will Survive, The Euro Will Not

Friday, June 24th will be remembered as a Black Day for the British Pound. On that day, investors, shocked by the “leave” vote for Brexit, pushed the Pound off a cliff, toward its worst daily loss since 1985. And yet, despite the Pound being at the eye of the storm after the Brexit vote, it’s […]

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