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 →