commodities

If you look at U.S. equity valuations based on value metrics like the Shiller P/E, stocks are rather expensive right now. Because many factors within an individual business cycle are mean-reverting, to the degree one wants to conduct…

By Marin Katusa, Casey Energy Opportunities For many years, trying to tap an oil sands deposit accomplished about as much as sipping molasses through a straw, but that is changing. So do oil sands companies make a good investment now?…

By Edward Hugh As Japanese officials continue to toil away in what we all hope will be a successful bid to avert a worst case nuclear meltdown, even while thousands of Japanese remain missing and unaccounted for, financial market…

This morning the Chinese central bank lifted the reserve requirement for banks another 50 basis points to a record 20% in order to curb speculation. The Chinese have been forced to tighten monetary policy due to inflation concerns and…

In January, Jeff Clark of Casey Research’s BIG GOLD advisory set out to get opinions from some of the smartest, most accomplished investors in the gold industry – where is the gold price going to go, how volatile will the markets be, what’s…

Marc Chandler wrote a good piece on the politics of nuclear in Germany and elsewhere in Europe. I want to piggyback on his comments with some of my own thoughts and questions regarding what this could mean for the energy space. This is a…

Rising agricultural produce prices helped boost U.S. export prices, while oil boosted import prices. Exports were +8.6% and imports +6.9%.

Oil spills, coal mining disasters, concerns over Middle East revolutions and now nuclear meltdowns. What do all these events have in common? As I have written earlier, they are energy-related. They all have to do with desperate efforts to…

By Win Thin Malaysia central bank surprised the markets by hiking the statutory reserve requirement 100 bp bp while leaving policy rates unchanged at 2.75%. The bank noted that “While the stance of monetary policy is expected to remain…

China threw in a surprise trade deficit number this past month. However, It looks to be a one off. UBS' Andy Lees in London explains: The February trade numbers slipped to a deficit of USD7.3bn. The number is usually volatile at this…