Posts filed under “Commodities”
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
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
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
Summary: As the season progresses, we see corn production estimates declining, and corn prices declining. Indeed, the early information suggests yields will be less than government forecasts, and that the USDA estimates will decline starting in June. Higher corn prices and increased worries about yields should drive accelerating sales of fertilizers, pesticides and higher yielding…Read More