Oil and Oil Equities

December 17, 2014

The oil business has many different segments and each segment has its own risk. In my latest article for About.com I examine the oil business and point out the sensitivity of each segment to the price of the important commodity.

Article: Oil and Oil Equities


Full Disclosure: Nothing on this site should ever be considered to be advice, research or an invitation to buy or sell any securities.

Molybdenum and Cobalt: Two Minor Metals that Trade on the LME

December 17, 2014

Molybdenum and Cobalt are  two volatile minor metals that trade in the physical market and the London Metal Exchange. In my latest article for About.com I examine the market and volatility of these metals that have a myriad of uses.

Article: Molybdenum and Cobalt: Two Minor Metals that Trade on the LME


Full Disclosure: Nothing on this site should ever be considered to be advice, research or an invitation to buy or sell any securities.

The Plight Of Gold Miners And Their Investors

December 16, 2014

Buying stock in a gold mining company is not a direct investment in gold. Many producers are currently under water and the future does not look pretty. In my latest piece for Seeking Alpha I examine the world of gold mining- production costs have risen and there is a shortage of cash which could lead to a problem for the industry even if gold does rally. If you like gold don’t buy what miners are looking for…


Full Disclosure: Nothing on this site should ever be considered to be advice, research or an invitation to buy or sell any securities.

Oil, Contagion And Equities: U.S. Equities Are The Next Shoe To Drop

December 15, 2014

The US stock market has been strong like a bull in 2014 making a series of new highs. Crashing oil prices, European economic issues and Chinese sluggishness could line up to make the end of the year difficult for equities in the US. In my latest article for Seeking Alpha I look at prospects for the US stock market and they don’t look pretty.


Full Disclosure: Nothing on this site should ever be considered to be advice, research or an invitation to buy or sell any securities.

The Russian Paradox: Mao Cheers While Lenin Spins In His Grave

December 15, 2014

The Russian ruble is falling like a rock along with the price of crude oil. The big winner, the Chinese. In my latest article for Seeking Alpha I delve into the dynamics of Russia selling China its raw materials on the cheap…


Full Disclosure: Nothing on this site should ever be considered to be advice, research or an invitation to buy or sell any securities.

Gold And Silver: Physical Demand Is A Signal Prospects Are Looking Up

December 15, 2014

Recent action in gold and silver has been positive. While the price of oil crashes we are seeing a rebound in precious metals. Trading during the rest of December could set up these metals for a very interesting 2015. In my latest piece for Seeking Alpha I examine gold and silver- the oil crash could actually be causing physcial demand to increase.


Full Disclosure: Nothing on this site should ever be considered to be advice, research or an invitation to buy or sell any securities.

Commodity Trading Entities: A changing landscape

December 15, 2014

In the 70s, 80s and 90s commodity trading houses dominated physical commodity trading. Changes in regulation resulted in the banks entering the business in the late 90s and through 2014. New regulatory initiatives pushed the business back into the hands of traditional trading companies in 2014- these new commodity powerhouses are domicile in countries with fewer rules and regulations. In my latest piece for About.com I review the changing landscape for physical commodity trading.

Article: Commodity Trading Entities: A changing landscape


Full Disclosure: Nothing on this site should ever be considered to be advice, research or an invitation to buy or sell any securities.