China’s renewed momentum to drive commodities at Financial Express.
Why India Will Displace China as Global Growth Engine by Gary Shilling. I’m not so sure.
Iron ore surge continues – now up 51% from September lows at Mining. CIBC’s Matt Gibson sees upside in iron in 2013 at Mining.
“…13 commodity stocks with strong dividends to prepare your portfolio for 2013.” Commodity HQ
Shallow and promotional, but The Best Commodities to Own in 2013 at Street Authority.
While industrials aren’t commodity’s, Industrials Are Breaking Out to The Upside by Greg Harmon.
The precious metals difficult week probably has everything to do with Paulson getting dropped by Morgan Stanley. China needs gold. China claims biggest global silver market at China Daily.
S&P 500 Sectors and Bull Markets by Yardeni. See energy last decade? Is that long over?
China urgently seeking new uranium resources domestically and overseas at Mineweb.
World population density visualizer. Be sure to move the cursor.
Top stocks by market capitalization and year. My, the world changes. Visual History Of The S&P 500
A different take: “The amount of land needed to grow crops worldwide is at a peak and an area more than twice the size of France can return to nature by 2060 due to rising yields and slower population growth, a group of experts said on Monday.” Reuters Adjust assumptions slightly, and anticipated results decades out completely change. Hmm.
Enjoy the snowy weekend!
For those unaware, Wall Street eats its young. Whenever a big money position becomes in trouble, everyone else takes advantage of the weak position. We learned Wednesday evening a fund with an oversized gold position was going to receive redemptions. Be certain the rumor was flying around Manhattan days earlier and the sharks front ran the selling. By the time the news is public to you and I the damage has been done. The PM markets opened down heavy on Thursday and recovered some. Often this marks a bottom.
These situations become especially pronounced when the position is oversized for the given market, or when the position is levered. That was not the case this time.
Welcome to Wall Street.
A most Joyous Christmas and a bountiful new year to everyone, hear at ISA!
Thanks Hans!