Commodities - General News 03 (Jul 14 - Apr 18)

[winston]

Why I’m Still Short Miners (And You Should Be Too)

by MICHAEL LEWITT

The Dollar’s Ripple Effect

The stronger dollar has disarticulated global commodity markets. (The correlation between a strong dollar and lower commodity prices is extremely strong.)

Dollar strength also placed pressure on emerging market economies that borrowed trillions of dollar-denominated debt after the financial crisis that is increasingly expensive to repay in local currency terms.

The stronger dollar also added pressure on an over-leveraged global economy still struggling to recover from the financial crisis. Central banks decided to address a debt crisis by creating more debt, a solution doomed to fail.

Source: Sure Money

http://suremoneyinvestor.com/2016/03/wh ... ld-be-too/

[winston]

Grab This "Peak Dollar" Profit Play Now

By PETER KRAUTH

The smart move in advance of this decline is to take a position in the iShares MSCI Global Metals & Mining Producers ETF (NYSE Arca: PICK).

With names like Anglo American Plc. (LON: AAL), Alcoa Inc. (NYSE: AA), Rio Tinto Plc. (LON: RTPPF), BHP Billiton Plc. (OTCMKTS ADR: BHPBF), and Nucor Corp. (NYSE: NUE) in its top ten,

PICK holds a great cross-section of companies representative of the precious and base metals sector.

Source: Money Morning

http://moneymorning.com/2016/03/29/grab ... -play-now/

[winston]

Brace for big commodities drop, traders warn

by Leanne Miller and Alex Rosenberg

Source: CNBC.com

http://www.cnbc.com/2016/04/04/brace-fo ... =103518624

[winston]

100%+ upside in these mining stocks today

by Dr. Steve Sjuggerud

The entire global mining sector is moving higher.

The chart below shows the iShares MSCI Global Metals & Mining Producers Fund (PICK).

As you can see, we now have a legitimate uptrend.

Source: True Wealth

http://thecrux.com/sjuggerud-triple-dig ... ng-stocks/

[winston]

Why Commodity Bear Citi Upgrades Metals But Downgrades Miners

By Shuli Ren

“For the first time in a long time, we are making net commodity price upgrades,” acknowledged commodity bear Citi Research. But ironically, Citi downgraded Rio Tinto (RIO) from Neutral to Sell, South 32 (S32.Australia) and Glencore (805.Hong Kong) from Buy to Neutral.

The miners are rising “too fast too soon,” lamented the bank.

Source: Barron's Asia

http://blogs.barrons.com/asiastocks/201 ... es-miners/

[behappyalways]

commodities-make-a-comeback-as-bad-weather-meets-chinese-demand
http://www.bloomberg.com/news/articles/ ... ese-demand

[behappyalways]

China's Great Ball of Money Is Rushing Into Commodities Futures
http://www.bloomberg.com/news/articles/ ... es-futures

[winston]

China’s Commodity Rally Feels Like Its Stock Markets In Mid-2015

By Shuli Ren

Source: Barron's Asia

http://blogs.barrons.com/asiastocks/201 ... -mid-2015/

[behappyalways]

China's Commodity Frenzy Spurs New Crackdown From Exchanges
http://www.bloomberg.com/news/articles/ ... -exchanges

[winston]

Mark Mobius: Commodity Stocks Just Begin Rebound, Adds Stakes in PRC Raw Material Stocks

Mark Mobius, executive chairman of Templeton Emerging Markets Group, said the group is adding stakes in China's raw material stocks, saying that a lot of them are worth holding for a long term.

He said the commodity price and commodity stock price have plunged too much, and have just now started a rebound, so the growth might be large.

Source: AAStocks Financial News