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Apple Agrees: Time To Buy and Invest in Commodities

February 28, 2018

I pointed out last year that it was a good time to buy commodities. Supplies are down and will take a while to recover. Plus, inflation is rising. Apple agreed and showed it by deciding to buy cobalt directly from producers. Cobalt is essential in producing batteries, and Apple needs to ensure a supply at […]

Tips to Help with Commodities, Gold and Taxes

September 1, 2017

There are many different vehicles through which to own commodities, including gold, and there are different tax rules for them. Be sure you know the tax consequences of a commodity invest- ment before adding it to your portfolio. There are two basic ways to invest in commodities. (Options contracts are a third potential way, but they are […]

Explaining the Bubble in Commodity Prices

November 26, 2013

Commodity prices soared for several years until collapsing over the last couple of years. The puzzle has been why prices soared. Was it manipulation? Cartels? Insiders and speculators? There’s an interesting paper digested in FTAlphaville blog that makes a good case. It says the price signals of the commodity markets were distorted. Investors in other […]

A Case Against Commodities

July 25, 2013

A decade or so ago a couple of papers circulated in the investment world. The papers argued that commodities were a great diversification tool in a portfolio, because they tend to move inversely to stock prices yet over full cycles had very similar returns to stocks. The papers drew a few critics at the time, […]

Is the Commodities Bull Market Over?

December 6, 2012

The commodities bull market has rolled on for a while, and some former bulls now are saying the super-cycle is over. They believe commodities have a fairly fixed cycle, and this one has run its course. Pushing back against that view, among others, is Ambrose Evans-Pritchard of the London Telegraph. You should read the whole […]


Warnings from the Bond and Commodity Markets

April 1, 2004

Strange things have been happening in the bond market. These actions should be a big caution sign for investors, especially income investors. In 2003 we warned that interest rates were too low and likely to rise. The great bond bull market seemed over. It looked like prescient advice, especially after interest rates spiked in the […]

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