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Which Is Better: A Commodity Mutual Fund Or An ETP?
CommoditiesWhen it comes to performance in the commodities markets, do exchange-traded products really offer a better mousetrap?

 

Brad Zigler Thursday, 29 July 2010
 
Jeffrey Christian: No Double-Dip Recession
The managing director of CPM Group discusses the current global economy in regard to the broader commodities market.
HardAssetsInvestor Wednesday, 28 July 2010
 
Jeffrey Christian: No Double-Dip Recession
The managing director of CPM Group discusses the current global economy in regard to the broader commodities market.
HardAssetsInvestor Wednesday, 28 July 2010
 
How To Play The Changing Shape Of Energy Consumption
Coal MineChina has finally overtaken the U.S. in overall energy consumption. So how can your portfolio benefit?

 

Lara Crigger Tuesday, 20 July 2010
 
Larry Swedroe: The Best Way To Tap Into Commodities

Larry SwedroeThe prolific author and investing expert shares his insight on the best ways to approach the commodities markets.

 

Lara Crigger Friday, 16 July 2010
 
Yearly Wholesale Price Inflation Continues to Slow
Real-time Monetary Inflation (last 12 months): -1.8%

Wholesale prices for finished goods have risen 2.8 percent since June last year, according to figures released this morning by the U.S. Bureau of Labor Statistics. The increase in the Producer Price Index for Finished Goods (PPI-FG) actually represents a fourth consecutive month in which the rate of price inflation has slowed. In March, the year-over-year increase in PPI-FG peaked at 6.0 percent, and was followed in April and May with increases of 5.5 and 5.3 percent, respectively.

Brad Zigler Thursday, 15 July 2010
 
Commodity Futures Outperforming Stocks

PerformanceIt's official: Commodity equities have finally ceded to futures, on the issue of performance. So what's behind their surprising decline?

 

Brad Zigler Thursday, 08 July 2010
 
Analysts Win Oil Guessing Game
Real-time Monetary Inflation (last 12 months): -3.1%

After Tuesday's losses in the U.S. crude oil market, bullish sentiment was bolstered by a key industry report about the supply of Texas Tea. Overnight trade in WTI crude was buoyed by the American Petroleum Institute's estimates that indicated crude inventories falling much more than analysts' expectations.

Brad Zigler Wednesday, 30 June 2010
 
The ‘Price' Of Inflation
Real-time Monetary Inflation (last 12 months): -3.1%

Weekends are always exciting here at HAI. Partly, that's because of the excited reactions to each "Inflation Scorecard column." If you haven't come across the Scorecard, it's published in the Desktop space every Friday as a gift to data miners.

Brad Zigler Monday, 28 June 2010
 
The Latest Odds On Inflation Vs. Deflation

InflationIs an inflationary breakout in the cards, or a deflationary breakdown? We run the numbers to make the call.

 

Brad Zigler Thursday, 24 June 2010
 
Pat Chiefalo: Commodity ETFs Come Of Age In Canada

InvestingNational Bank Financial's director of derivatives shares his outlook on the ETF landscape north of the border.

 

Lara Crigger Friday, 18 June 2010
 
Pat Chiefalo: Commodity ETFs Come Of Age In Canada

InvestingNational Bank Financial's director of derivatives shares his outlook on the ETF landscape north of the border.

 

Lara Crigger Friday, 18 June 2010
 
Inflation Moderating, Say The Feds
Real-time Monetary Inflation (last 12 months): -3.5%

According to the U.S. Bureau of Labor Statistics, things got cheaper last month. Yesterday, Producer Price Index figures were released showing wholesale prices for finished goods dipped 0.3 percent in May, mostly due to declines in energy and food prices. Take out foods and energy and the core rate rises 0.2 percent.

Brad Zigler Thursday, 17 June 2010
 
Todd Horwitz: Fear And Greed Create Bubbles
Adam Mesh Trading’s chief strategist discusses the potential effects of financial reform on speculation.
HardAssetsInvestor Wednesday, 16 June 2010
 
Contango’s Dance Steps
Real-time Monetary Inflation (last 12 months): -4.2%

Last week's Desktop piece, "Oil Fundamentals," illustrated the connection between contango in the West Texas Intermediate crude market and U.S. oil inventories. Contango, in case you missed the article, refers to successively higher premia built into the prices of futures reflecting the costs of carrying the commodity until delivery.

Brad Zigler Tuesday, 15 June 2010
 
Oil Fundamentals
Real-time Monetary Inflation (last 12 months): -4.6%

Sometimes readers wonder why so much attention is paid to the weekly oil inventory numbers published by the U.S. Energy Department's statistical service. Truth be told, a lot of trader breath is held awaiting each Wednesday morning release by the Energy Information Administration.

Brad Zigler Thursday, 10 June 2010
 
Callable iPath Notes Chart A New Course
InvestingWorried about crowding? So is Barclays. But do your homework before jumping into their new commodity ETNs, as the notes hold some surprises for investors.

 

Brad Zigler Thursday, 10 June 2010
 
The Double-Dip Is Here
Real-time Monetary Inflation (last 12 months): -5.4%

There's no need to wait for the June 17 release of U.S. Consumer Price Index data. The long-feared double-dip recession is here. At least as measured by the HAI Monetary Inflation Index.

Brad Zigler Tuesday, 08 June 2010
 
Commodities And Taxes: A Better Mousetrap?

TaxesTax time is never pretty, but when it comes to futures-based ETFs, commodity investors can really feel the squeeze. But will a new family of ETFs change all that?

 

Lara Crigger Monday, 07 June 2010
 
Marc Chandler: Bullish On The Dollar
Brown Brothers Harriman’s chief currency strategist outlines the forces that could undermine the Chinese currency.
HardAssetsInvestor Wednesday, 02 June 2010
 
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