Commodities

Market Overview: Looking forward on oil prices in 2015
Eithne Treanor

Market Overview: Looking forward on oil prices in 2015

6 mins. to read

By Eithne Treanor The oil market closed the year below US$60 a barrel, a far cry from its midyear peak and almost half it’s trading price this time last year. It’s been five years since we last saw the average oil price below US$100 a barrel. According to Neil Atkinson, head of analysis at Lloyd’s…

That Was The Week That Was … In Australia
The ASX

That Was The Week That Was … In Australia

5 mins. to read

By Our Man in Oz Minews. Good morning Oz, your market seems to have performed well in the closing stages of last week. Oz. It was a reasonable ending after a few torrid days during which we were buffeted by the same forces which sent markets around the world on a bit of a wild…

charts du jour – are you positioned appropriately in commodities?

charts du jour – are you positioned appropriately in commodities?

1 mins. to read

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 how undervalued the mining sector is. The chart here, which is the primary proxy for the global commodities basket, caught our eye this weekend. We can see that the commodities spectrum is at its highest…

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

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

3 mins. to read

  Regular readers will recall our feature on “Attempts to Corner Commodity Markets” back in February of 2013 (see here on page 12 – http://issuu.com/spreadbetmagazine/docs/spreadbet_magazine_v13_generic) and our coverage of one “Dr Copper”. Recent news reports of a large buyer hovering up almost all the physical copper in recent weeks has us wondering – is Dr…

Baltic Dry at 1500 – what is it telling us?

Baltic Dry at 1500 – what is it telling us?

2 mins. to read

I know we have the charting equivalent of a man crush on the Baltic Dry Index (BDI) at the moment, but it is such an important chart for anyone with the slightest interest in the health of the mining sector. And as regular readers of SpreadBet Magazine will know, if we have a bit of…

Natural Gas the Next Big Commodity Trade?

Natural Gas the Next Big Commodity Trade?

2 mins. to read

By Investment Contrarians To put it mildly, natural gas simply doesn’t get as much attention as crude oil, or even gold. Mr. Speculator, my good old friend, once said, “Why would you want to even bother looking at it? The prices have collapsed and have been ranging for years.” It’s certainly true that natural gas…

Commodities are out of the starting gate…

Commodities are out of the starting gate…

3 mins. to read

Throughout the summer we’ve been banging the commodity drum as loudly as we can as regular readers will be aware. Quite simply, we believed commodities had plunged too far into oversold territory, as QE-fuelled investors had driven up bond and stock prices, while trashing the non-interest bearing raw materials, precious metals especially. At the very…

A Market Sniper Long/Short Commodity Trade Idea

A Market Sniper Long/Short Commodity Trade Idea

3 mins. to read

  The Short end of the stick – Copper Trade idea hypothesis – Copper is a sell through to below $260. Copper, in unison with the Precious Metals mining universe has had an exponential run since 2001 from its lows of $50.23 In 2011, unlike most of the other precious metals universe, it exceeded its…