Current news and articles
Outside the Box: US Dollar: American Phoenix By John Mauldin “Just a little patience, yeah…” – Guns N’ Roses Lastweek the FOMC essentially removed forward guidance and placed all options back on the table, and at the end of the day they’ve opened the door for further tightening. As Yellen recently explained in advance, […]
Outside the Box: US Dollar: American Phoenix Read More »
The Energy Report: Johan, please give us an overview of the shape of the oil and gas industry in Australia. Johan Hedstrom: The Australian oil and gas industry is dominated by a series of big investments in new liquefied natural gas (LNG) projects. Our industry is building seven new LNG projects, costing $240 billion ($240B).
By Jordan Wathen March 19, 2015 Warren Buffett has a sizable stake in Bank of America (NYSE: BAC ) , even if it’s hidden from plain view. Berkshire Hathaway (NYSE: BRK-A ) (NYSE: BRK-B ) owns warrants that entitle it to purchase 700 million Bank of America shares for $7.14 each at any time before 2021. At the current price, it’s as if Berkshire has an
How Warren Buffett Wins From Bank of America’s Capital Plan Read More »
Posted on March 19, 2015 by Gary Christenson TheDeviantInvestor.com What Titanic? The RMS Titanic, or any of the following: A titanic quantity of derivatives – say 1,000 Trillion dollars. A derivative crash was at the center of the 2008 market meltdown. It could happen again since there is now more debt, leverage, and risk than
The Titanic Sinks At Dawn Read More »
Why Aren’t These Investors Worried About The Gold Price? By Jeff Clark, Senior Precious Metals Analyst Have you noticed that some gold investors don’t seem very concerned about the current behavior of gold? While the price remains weak and range-bound, some gold investors don’t seem worried about it at all. The natural reaction to
Why Aren’t These Investors Worried About The Gold Price? Read More »
The 10th Man: There Will Be No Rate Hike in June By Jared Dillian You might have heard that the FOMC removed the word “patient” from its directive yesterday, in that it would no longer be “patient” in waiting to remove monetary policy accommodation. Lots of people were betting—have been betting for weeks—that this
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The Energy Report: How have the collapses in the prices of oil and natural gas affected the fertilizer sector? John Chu: Natural gas is an important feedstock for nitrogen-based fertilizers—up to 50% of the production cost. This means higher margins. Fuel and lubrication-related costs account for 10–12% of farmers’ operating expenses. Lower fuel prices result
How Healthier Food Boosts Margins for Ag Companies and Investors: AltaCorp’s John Chu Read More »
Connecting the Dots: Chinese Car Buyers Swarm Shanghai Auto Show By Tony Sagami Five Stocks to Profit from the Luxury-Auto Boom When I was a teenager, I dreamed about owning a Corvette, but that was when I had no money and even less brains. But you can’t escape your roots, and I will forever
Connecting the Dots: Chinese Car Buyers Swarm Shanghai Auto Show Read More »
Reality Always Wins… But Never on Schedule By Louis James, Chief Metals & Mining Investment Strategist “Expect the worst and you won’t be disappointed” is true enough, but it’s a miserable way to go through life. For investors, expecting the worst is paralyzing, a reason to do nothing. But when a market gets beaten up
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The Mining Report: Goldman Sachs cut its price outlook for almost all commodities, including oil, which it said could go as low as in the high $30 per barrel ($30/bbl) range. Do you see that as realistic? Philip Richards: I think that oil has now made a bottom. I look at Brent crude more than
Why Goldman Sachs Is Wrong About Commodity Prices: Philip Richards Read More »