Supply & Demand Issues

Gold still vulnerable due risk aversion and need for liquidity

Mumbai, Oct. 23: Persisting uncertainty about resolution to the European sovereign debt crisis and fragile market confidence in the wake of less-than-satisfactory macro picture have combined to place downward pressure on the global commodity markets. Last week saw prices of a range of commodities covering energy, metals (precious and base) as well as agriculture decline ... Read More

Sprott Buys Energy With Commodities at Recession Valuation

By Whitney Kisling and Matt Walcoff Oct. 24 (Bloomberg) — Chemical, metal and agricultural companies around the world have fallen to valuations whose only precedent came in the last recession. Commodity producers in the MSCI All-Country World Index lost 21 percent since the second quarter and trade for 10.6 times reported income, cheaper than 96 ... Read More

Hedge Funds Raise Bullish Bets Most in Two Months: Commodities

By Elizabeth Campbell Oct. 24 (Bloomberg) — Hedge funds increased bullish bets on commodities by the most since August on mounting optimism the global economy will avoid another recession, boosting prospects for raw-materials demand. Money managers raised combined net-long positions across 18 U.S. futures and options by 12 percent to 737,647 contracts in the week ... Read More

Commodity sell-off hits star hedgies’ track records

By Laurence Fletcher and Tommy Wilkes LONDON | Fri Oct 14, 2011 5:54am EDT (Reuters) – A sharp sell-off in commodity markets in the past few weeks is wreaking havoc with the track records of some of the biggest-name funds in the sector, many of which now languish near the bottom of the $2 trillion ... Read More

4 Big Buys From Hedge Fund Legend Paul Tudor Jones

Hedge fund legend Paul Tudor Jones added a number of positions to his portfolios in the second quarter of this year. Though the next round of earnings reports are due at the end of month, I review these four Jones picks here to see if they are on track to fare well in light of ... Read More