Category Archive: Commodities

Commodity Crackles : Oil And Weather Elements

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India is experiencing the world’s 5th deadliest heatwave with over 2 thousand dead and could well become the 4th deadliest if the death toll surpasses 2,541 which happened in India back in 1998.… Continue reading

Commodity Crackles : Let's Start With Oil

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I noted that oil has not suffered more than 2 consecutive quarters of losses since 2003 and we managed to pull off a first with 1Q15 seeing another drop in prices.   We… Continue reading

Equity Feature : Good Oil Hunting

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A chat with my broker friends has given me this idea to write about oil and oil stocks. I have been busy trading the oil story too, riding the Sembcorp Marine proxy before… Continue reading

Random Thoughts : DIY Hedging Your Home Loan And The FOMC Minutes

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Poor economic growth numbers, lower inflation and higher rates. 26 Dec 14 Nov Industrial Production -1.4% MoM vs expected +0.4% 26 Dec 14 Nov Industrial Production -2.8% YoY vs expected +0.3% 2 Jan… Continue reading

OPEC PREVIEW : NO CUT IS GLUT

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VIENNA, Nov 26 (Reuters) – OPEC Gulf oil producers will not propose an output cut on Thursday, reducing the likelihood of joint action by OPEC to prop up prices that have sunk by… Continue reading

The Oil Story Continued : Where Is The Pain ?

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The beautiful and wonder of owning a natural resource is that it will always be yours, unless it is perishable. And the beauty of owning a non renewable form of natural resource is… Continue reading

The Oil Story : To 2020 and Beyond

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Lucky me. Instead of reading through volumes of oil reports, I got an invitation to a presentation by the experts from Norway, who talked me through the entire story complete with numbers and… Continue reading

Commodities Make The World Go Round – Time To Be Greedy

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I think it is time when everyone is running S*** scared. When crude gets smashed, we should be sitting up and not hiding. Retail players cannot get too serious about commodities in their… Continue reading

Parselmouth : Is IMF Saying To Buy Gold ?

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Shame on me. Tarnishing my image of cool, sophisticated intellect by talking about GOLD ? The low class, uncouth investment of the uneducated peasant class, the “barbarous relic” that Keynes disdained. Hmm, given… Continue reading

Uncertain Times

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As I have commented on before, markets are by their basic nature always uncertain, even when the real world can seem so black and white sometimes. And as I have said before, perceived… Continue reading