Archive for the ‘Commodities’ Category

Paulson Gets Copper from Gold

May 15, 2012

Chidem Kurdas

John Paulson ended up with copper shares from his investment (more…)

Energy as Coupon

May 3, 2012

Chidem Kurdas

Despite controversies over new pipelines and fracking, energy infrastructure is (more…)

Oil Cool, Precious Metals Hot

March 22, 2012

Chidem Kurdas

Barclays forecasts high but stable-to-slightly-lower oil prices in the next quarter, assuming the Iran nuclear stand-off does not get worse. The reversal of the rising price trend could mean losses (more…)

GMO in Gold Club, Reason Differs

March 7, 2012

Chidem Kurdas

The institutional manager Grantham Mayo Van Otterloo has a distinctive view on gold. Unlike most observers and gold buyers like John Paulson (more…)

Paulson Continues Gold Strategy

March 6, 2012

Chidem Kurdas

In January John Paulson started to climb out of the deep pool of red ink he got into last year but in February he went the wrong way, in part because gold prices declined. Despite (more…)

Yale Sells Gold Stock

February 21, 2012

David Swensen, the long-time chief of Yale University’s endowment, is known for his (more…)

Veteran Bear’s Gold and Silver Miners

February 16, 2012

Chidem Kurdas

Eric Sprott, the Canadian who made a fortune from bearish trades in recent years, isn’t just holding precious metals (more…)

Mass Market Alternatives Keep Coming

October 17, 2011

The fund management arm of Hartford Financial, the insurance company, is preparing an alternative investment trust. This month BlackRock (more…)

Shipping Races Against Time

September 26, 2011

Global slowdown is another blow to  shipping, still suffering from the downturn caused by the Great Recession. On the other hand, investors are attracted by low prices and see opportunities in the industry’s expected consolidation. Some hedge funds look to get into deals while others seek distressed assets.

Analysts discussed the prospects at a Capital Link Forum (more…)

Energy Derivatives Trends Point Upward

September 9, 2011

Chidem Kurdas

Market changes suggest increasing demand for energy derivatives. This is implied by four developments, discussed at a Capital Link Forum by Nicholas Dazzo of Koch Supply and Trading, a trading house that is part of privately-held giant Koch Industries Inc. (more…)