When Will It Glitter, Mr. Paulson?

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Chances are, John Paulson does

Paulson Boosts Bet on Metals

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Gold’s glitter may have dimmed but

Energy Renaissance Fuels Midstream Partnerships

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Where is the investors’ sweet spot in the fast-changing

The Persistence of the Gold Bugs

Last year gold fell 28% against the U.S. dollar,

China Commodity Trades Turn Tricky

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If economic growth in China, the largest user of major commodities,

Goldman Energy Sweet Spot and Risks

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

Blackstone Energy Prospects Remain Bright

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After years of investing in energy through a variety of strategies, Blackstone chief Stephen Schwarzman

Copper the New Gold for Paulson?

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John Paulson’s various investment vehicles, ranging from

Gold Glitter Trumps Platinum Value

Worries that the trade is overcrowded has not stopped

Fighting the Grinch in Commodities Roll

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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.

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