Archive for the ‘Commodities’ Category

When Will It Glitter, Mr. Paulson?

December 17, 2015

Chidem Kurdas

Chances are, John Paulson does (more…)

Paulson Boosts Bet on Metals

July 30, 2014

Chidem Kurdas

Gold’s glitter may have dimmed but (more…)

Energy Renaissance Fuels Midstream Partnerships

May 6, 2014

Chidem Kurdas

Where is the investors’ sweet spot in the fast-changing (more…)

The Persistence of the Gold Bugs

January 23, 2014

Last year gold fell 28% against the U.S. dollar, (more…)

China Commodity Trades Turn Tricky

September 18, 2013

Chidem Kurdas

If economic growth in China, the largest user of major commodities, (more…)

Goldman Energy Sweet Spot and Risks

July 8, 2013

A train carrying crude oil derailed and exploded this past Saturday, killing a significant number of people in a Canadian town. The police are investigating the incident, which is a reminder of the special risks (more…)

Blackstone Energy Prospects Remain Bright

January 31, 2013

Chidem Kurdas

After years of investing in energy through a variety of strategies, Blackstone chief Stephen Schwarzman (more…)

Copper the New Gold for Paulson?

December 4, 2012

Chidem Kurdas

John Paulson’s various investment vehicles, ranging from (more…)

Gold Glitter Trumps Platinum Value

September 21, 2012

Worries that the trade is overcrowded has not stopped (more…)

Fighting the Grinch in Commodities Roll

May 24, 2012

Chidem Kurdas

Most of the money going into commodities goes to index investments. These suffer from a perennial problem regardless of what’s happening in markets for commodities, known as the negative roll yield. Investors can lose money even when the basket of commodities the index represents gain value. Commodity hedge fund people will tell you that to escape this horror you should give the money to them – for a higher fee, of course – instead of putting it on an index. (more…)