Advanced Materials
Cautious on Commodities
- May 14, 2010
Although a slowdown in housing in China will be negative for commodities, the view here is that this will prove to be more a scare than an actual problem.
Asia and the Commodities Bull Market
- May 6, 2010
The basic bullish story for commodities is simple: Strong economic growth in the emerging markets is driving surging global consumption of all sorts of natural resources. But the world is ill-equipped to meet that demand.
A New Era for Commodities
- April 12, 2010
An uptick in steel production should lift prices for key inputs. Here's how to play it.
The World Is Restocking
- March 4, 2010
Miners that produce vital resources stand to benefit from a wave of restocking. Here's how to play it.
Top of the Scrap Heap
- January 4, 2010
At the end of 2008 everyone was certain that investments in resource stocks were dead money, but 2009 proved to be one of the sector's best years. The question now is whether the run will continue.
Metals & Oil
- November 20, 2009
Inflows to commodities-related stocks remain robust, as the whole spectrum of the investment community--from individual investors to money managers and hedge funds--remain extremely bullish on the prospects for commodities.
Metals Update
- October 5, 2009
Recently analysts have unleashed an avalanche of upgrades for companies in the mining sector, coinciding with higher price forecasts for a wide range of metals. The main reasons for this upsurge in optimism are strong economic growth in China and an anticipated restocking of materials in developed nations.
Iron Fist
- July 7, 2009
Expect a near-term pullback in resource stocks. I examine key developments in the iron ore industry and what the implications are for our portfolio holdings.
Commodities: Stay Diversified
- January 14, 2009
Although we still believe the longer-term case for commodities remains intact, buying at reasonable valuations and being prepared to take profits off the table at opportune times is a good way to play the sector this year.
Buy and Hold
- December 8, 2008
As long as investors are consumed with worry about the state of the global economy, commodity-producer stocks will be hard-pressed to mount a sustained rally. But this is an excellent time to lock down the sector’s best names at prices not seen since early in the decade.
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Editors
 | ELLIOTT GUE Editor: Personal Finance, The Energy Strategist, The Energy Letter |
 | ROGER CONRAD Editor: Canadian Edge, Utility Forecaster, Maple Leaf Memo, Utility & Income |
 | YIANNIS G MOSTROUS Editor: Silk Road Investor, Emerging Markets Speculator |