Commodities

charts du jour – are you positioned appropriately in commodities?

At the beginning of the year we wrote this piece here at Titan - http://www.spreadbetmagazine.com/blog/titan-investment-partners-why-were-backing-the-mining-sector.html expressing our views as to…

A New Year Special – Is “Dr Copper” Back?!

  Regular readers will recall our feature on “Attempts to Corner Commodity Markets” back in February of 2013 (see here…

Baltic Dry at 1500 – what is it telling us?

I know we have the charting equivalent of a man crush on the Baltic Dry Index (BDI) at the moment,…

Natural Gas the Next Big Commodity Trade?

By Investment Contrarians To put it mildly, natural gas simply doesn’t get as much attention as crude oil, or even…

SHARP MOVE HIGHER IN THE BALTIC DRY INDEX ADDS TO OUR INFLATION THEME

  The rally in commodity stocks looks like it has legs! Prices of raw materials have taken a bit of…

Commodities are out of the starting gate…

Throughout the summer we’ve been banging the commodity drum as loudly as we can as regular readers will be aware.…

A Market Sniper Long/Short Commodity Trade Idea

  The Short end of the stick - Copper Trade idea hypothesis - Copper is a sell through to below…

Commodity prices remain robust yet share prices languish

The Goldman Sachs Commodity Index shown above is comprised of the principal physical commodities that are the subject of active,…

Iron ore & copper on divergent price paths

As global growth retreats, in particular in Asia, demand for commodities is also dropping creating a surplus that is pressuring…

China & commodities – brothers in arms?

The continued rising tension between China & Japan is weighing further on Chinese equities in particular with the index hovering…