Posts filed under “Commodities”

Falling Oil Prices & Your Portfolio

 
 

My Sunday Washington Post Business Section column is out, where we look at the impact of energy on the Economy.

The print version had the full headline “The oil supply, energy demand and a rip-roaring U.S. dollar: What it means for your portfolio” while online had the shorter What do falling oil prices mean for the U.S. in the short and long term?.

Here’s an excerpt from the column:

“The consumption and production of energy is a major component of the global economy. The huge drop in price has a significant impact in the United States — on corporate profits, employment and capital spending. Still, there has been a lot of misinformation — scare-mongering, really — about falling oil prices. A little context here can go a long way.

The economics of lower oil prices are nuanced and complex. Consider the questions it raises. What is the economic impact? Is the decrease in energy prices good for consumers and manufacturers? Or are falling prices a sign of waning economic activity? How much will corporate profits be hurt? What does this mean for hiring? And for your portfolio?”

We discuss the three factors drive the price of most commodities, including petroleum: the U.S. dollar, supply and demand.

 

 

Source:
What do falling oil prices mean for the U.S. in the short and long term?
Barry Ritholtz
Washington Post, Todays date 2015  
http://wapo.st/1Bf7lAw

Category: Apprenticed Investor, Commodities, Energy

Cornucopia: Stockpiles of Foodstuffs

Nice chart from WSJ about the stockpiles of foodstuffs around the world:     Source: WSJ

Category: Commodities, Markets

Why Gold & Oil Are Trading So Differently

Category: Commodities, Energy, ETFs, Gold & Precious Metals, Media, Technical Analysis, Trading, Video

Cheap & Simple Beats Costly & Complex

  Have a look at the tables above showing the performance of various investments during the five years leading up to the financial crisis lows, and the five years after. It leads us to a rather fascinating exercise, looking at complexity, cost and performance. Let’s start with the worst performers pre-crash: US Real Estate and…Read More

Category: Apprenticed Investor, Commodities, Hedge Funds, Investing

Your Broccoli Is Way Too Thirsty

Click for larger graphic Source: MoJo via WaPo Continues here

Category: Commodities, Digital Media, Energy, Food and Drink

Where the World’s Coffee Comes From

Source: Businessweek

Category: Commodities, Digital Media, Food and Drink

The Daily Show on Goldman Sachs’ Aluminum Manipulation

Hilarious:

Goldman Sachs bets on the future price of aluminum while simultaneously goosing the future price of aluminum by creating a supply bottleneck in its aluminum warehouse.

John Oliver’s Arcane Details of Boron-Group Metals Pricing Update

(05:13)

Category: Commodities, Crony Capitalists, Federal Reserve, Video

Category: Commodities, Investing, Think Tank

Commodity Prices and Inflation: The Perspective of Firms

Commodity Prices and Inflation: The Perspective of Firms Mike Bryan, Brent Meyer and Nicholas Parker July 16, 2013     We’ve been thinking a lot about commodity prices lately. In case you haven’t noticed, they’ve been falling. And with inflation already tracking well under the Federal Open Market Committee’s (FOMC) longer-term objective of 2 percent,…Read More

Category: Commodities, Inflation, Think Tank

The orange juice crop report:
tradingplaces

Enjoy:

Episode 471: The Eddie Murphy Rule, also known as The economics of Trading Places 

Source: NPR

Hat tip: kottke

Category: Commodities, Film, Video