Posts filed under “Commodities”

Libya Oil Exports

Funny how the war in Libya and the price of Oil have slipped off the radar. Here is a quick reminder of the significance of revolution in this Oil rich country:

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Source: Libya Oil Exports
WhoWhatWhy, August 31, 2011

Category: Commodities, Markets

The Price Of Weed in the US

Its a slow holiday week, and with the end of August on us, we can have a little fun with the maps below from floatingsheep. They have mapped the price variants of marijuana across the country. Yellow = more expensive, Darker green = lower price. (There are no controls indicated for quality of product or…Read More

Category: Commodities, Markets

Global Commodities

Given the spike in copper and oil (but not gold), perhaps its time to take a look this long term chart of commodities: > Source: BLS, FactSet, J.P. Morgan Asset Management. Data reflect most recently available as of 6/30/11. Source: JP Morgan funds

Category: Commodities, Data Analysis

The World By Its Resources

Click to Enlarge: Source: The World By Its Resources, Awesome Info Graphics, August 17, 2011

Category: Commodities, Markets

Gold = Treasuries

click for larger graphic Recalculated with base of 100. > Gold! Are a new class of investors treating it like Treasuries? The evidence: A stunningly high correlation of Gold to 20+ Year Treasuries (Symbol: TLT) from July 21 through August 16 is 0.89. Over that period, Gold is up 12.3%, while Treasuries up 11.8% (not…Read More

Category: Commodities, Fixed Income/Interest Rates

GMO’s Jeremy Grantham in Sunday NYT Magazine

One of the more interesting things you will read this weekend is the Sunday NYT Magazine’s spread on legendary investor Jeremy Grantham. GMO’s chief strategist discusses quite a few topics ranging from investing to global warming to commodity plays to doom & gloom. (Yeah, I have a few words in it). There are a number…Read More

Category: Commodities, Investing, Media, Science

The Unaccounted Risk Of Fossil Fuel Investments

A study from accounting firm KPMG urges a close look at fossil fuel risks. Jeremy Hobson: Well one place investors have turned to for safety is fossil fuels. They’ve been pumping their money into things like oil, natural gas, and coal. But a study out today says there may be a fossil fuel bubble. Eve…Read More

Category: Commodities, Economy, Think Tank

Commodity Bubble

Source: Focus.com, The Commodity Concern

Category: Commodities, Digital Media, Economy

The IEA Does QE3?

Category: Commodities, Video

Look Out Below, Part II: Crude Oil!

Here is the other half of today’s Look Out Below – the US release of Crude from the Strategic Petroleum Reserve. The DoE announced a release of 30 million barrels of oil, ostensibly due to Libyan supply disruptions over the next 30 days. ~~~

Category: Commodities, Energy