HAI

Unless otherwise indicated, the material below has not been prepared by Van Eck Associates Corporation or HardAssetsInvestor.com.
Neither assumes any liability for any content on a third party website or material prepared by a third party.
  RSS



SECTOR - ASSET ALLOCATION
SEARCH IN RESULTS »

 
March Madness In Natural Gas
Natural GasNatural gas is in a seasonal upswing—but how does the long-term picture look?
  • Should investors bet on seasonality?
  • How contango has eaten into returns
  • Why more supply has meant less contango
Julian Murdoch Tuesday, 09 March 2010
 
Weekend Meat Musings
Real-time Monetary Inflation (last 12 months): 2.6%

When the skies cleared on Sunday, many backyard grills in our cabin-fevered neighborhood were fired up for the first time this year. The perfume of sizzling beef and pork that wafted over our street got me thinking about this spring's prospects for meat.

Brad Zigler Monday, 08 March 2010
 
Ken Armstead: The Active Approach To Commodities
Ken ArmsteadThe CEO of Absolute Plus Management explains why active beats passive when it comes to commodities.
  • The risks of a passive approach
  • Will we see active commodity ETFs?
  • Can contango continue—and does it matter?
Lara Crigger Friday, 29 January 2010
 
Best Year Ever: Commodities Edition
Year 2010We take one final look at 2009—and what it all means for 2010.
  • Going long during contango
  • The top performers
  • Regulatory fire fizzles
Lara Crigger Thursday, 14 January 2010
 
Kurt Nelson & K. Geert Rouwenhorst On Indexing Commodities
InvestingWe talk to the co-founders of SummerHaven Index Management about the role indexing can play in commodities investing. 
  • The details on their new index
  • The passive vs. active debate
  • The case for commodities right now
Lara Crigger Friday, 08 January 2010
 
Ranking 2009’s Commodity ETPs
Exchange BoardAs we head toward 2010, we take one last look back at the year's best-performing commodities—and its worst.
  • Why do returns between ETFs, ETNs and trusts differ?
  • Rankings of 12 different commodities
  • What a difference contango makes
Brad Zigler Thursday, 31 December 2009
 
Battling Contango
PodcastLara Crigger and Dave Nadig examine the new 12-month natural gas ETN. Does mitigating contango make natural gas a buy?


HardAssetsInvestor Tuesday, 24 November 2009
 
Can Gold Supplant Commodities In YOUR Portfolio?
GoldDoes swapping broad-based commodities exposure for the yellow metal pay off? We crunch the numbers—with some startling results.
  • How endowments approach gold
  • Is gold or GSCI a better diversifier?
  • Why contango matters

Brad Zigler Thursday, 12 November 2009
 
Time (Again) For Crack Trades?
FinanceWe take a second look at crack spreads, and how investors can play them using ETFs.
  • What drives a crack spread?
  • How to calculate spreads
  • Which ETFs to use to play cracks
Brad Zigler Tuesday, 27 October 2009
 
Jim Rogers: Long Sugar, But Getting Short Bonds

Jim RogersThe commodities expert shares his opinions on regulatory issues, the energy markets and the U.S. government's spending spree, among other topics.

  • Alternative energy's brilliant future
  • Is BRIC just a marketing scam?
  • Sugar's sweet scope
     
Heather Bell Tuesday, 20 October 2009
 
Oil: Three-Month Roll Breaks The Buck
Real-time Monetary Inflation (last 12 months): 2.1%*

Yeah, I know. Gold made a record-breaking move this morning. But you saw that coming, right? Not exactly a surprise, that.

Brad Zigler Tuesday, 06 October 2009
 
Sign Of The Times: Long, Short, Flat In One Index
IndexCan a momentum-based commodity exchange-traded product outperform long-only trackers?
  • LSC vs. DJP: ETNs side by side
  • Contango’s impact on both
  • LSC’s shifting composition
Brad Zigler Monday, 05 October 2009
 
The Three C's Of Commodity ETF Returns
CalculationsWhat really drives returns for commodity ETFs? It’s all a matter of composition, contango and compounding.
  • Four common commodity ETFs side by side
  • What’s oil got to do with it?
  • Contango strikes again
Brad Zigler Monday, 28 September 2009
 
Another Big Oil Drawdown
Real-time Monetary Inflation (last 12 months): 1.8%*

After a $2-per-barrel boost in the NYMEX floor session Tuesday, October crude oil futures held steady at the $71 level overnight as traders prepared for the release of the U.S. Energy Department's weekly inventory report.

Brad Zigler Wednesday, 16 September 2009
 
Inflation Scorecard: Gold Up & Dollar Down
Real-time Monetary Inflation (last 12 months): 1.7%*

Judging from the market action in gold, oil and the dollar this week, it looks as if the reflation trade is now upon us. Both yellow and black gold rose, but more significantly, the narrowing in both markets' contango accelerated. A shrinkage in carry costs typically bespeaks a reduction in the storable supply of a commodity.

Brad Zigler Friday, 11 September 2009
 
Chris Jylkka: Rough Times Ahead For Natural Gas
Energy trader Christopher Jylkka shares his thoughts on the natural gas market.
  • Running out of storage space?
  • The steepening contango
  • The alternatives to UNG
Lara Crigger Friday, 11 September 2009
 
Oil Supply – And Contango: Drawn Down
Real-time Monetary Inflation (last 12 months): 1.3%

October crude oil was slightly higher overnight after Wednesday's price action ticked above the contract's four- and 10-day moving averages. The market was buoyed, in part, by an upward revision in the International Energy Agency's demand forecast. The agency's new estimates are based upon stronger-than-expected U.S. and Asian fuel consumption.

Brad Zigler Thursday, 10 September 2009
 
Contango And Inventory: Clues To Oil's Trend
OilWhat's the connection between oil contango and rising inventory levels?
  • How BP's new find affects prices now
  • The shape of the WTI curve
  • Can the contango continue?
Brad Zigler Thursday, 03 September 2009
 
Investors’ Taste For Risk Sharpening
Real-time Monetary Inflation (per annum): 4.4%*

It's become evident that investors' appetite for risk - in particular, equity market risk - has increased. This summer, while a lot of traders decamped to holiday venues, the Dow Jones Industrial Average ground steadily upward and is now up 8.8% for the year.

Brad Zigler Monday, 31 August 2009
 
Why Commodity Stocks Are Edging Out Futures
Real-time Monetary Inflation (per annum): 4.3%*

Investors, rather than traders, have had the advantage in the commodities markets this year. Largely, that's because stockholders can outlast highly leveraged futures traders while waiting for a trend to develop. Of course, you can always use an exchange-traded fund (ETF) as a proxy for futures to insulate yourself from margin calls.

Brad Zigler Monday, 24 August 2009
 
Page 1 of 4
Subscribe to Our Weekly Newsletter 
 

Commodities Data

March 12, 2010 05:53 PM EST

  Loading data ...
 

Weekly Commodities Poll

Is now a good time to buy gold?
 

Seminal Papers »