All posts tagged "commodities"

  • Casualty of War
    BlackRock Resources & Commodities Fund Increased

    Yesterday the remaining cash in the SMA Portfolio was used to increase the allocation in the closed-end fund BlackRock Resources & Commodities Strategy Trust (BCX).

    • Posted February 27, 2020
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  • Liferaft
    Resource Equities Allocations Increased in the SMA Portfolio

    The broad sell-off today in worldwide equity markets due to Coronavirus fears created an opportunity to increase allocations to several downtrodden positions held in the SMA Porfolio.

    • Posted February 25, 2020
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  • Jeffrey Gundlach 2017
    Jeffrey Gundlach: Commodities Are Cheap

    Jeffrey Gundlach, DoubleLine Capital LP CEO & co-founder, told CNBC’s Scott Wapner that investors should overweight commodities in portfolios. Gundlach said commodities have experienced massive cycles in the past and are currently cheap relative to the alternatives...

    • Posted December 14, 2017
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  • Thomas Lee - Fundstrat Global Advisors
    Tom Lee: Earnings Recession is Ending

    Last week on CNBC, Thomas Lee, co-founder of Fundstrat Global Advisors, provided his current outlook for the markets.

    • Posted August 18, 2016
    • 1
  • Blackrock Commodities and Resources Trust
    BlackRock Resources & Commodities Strategy Trust to be Added

    The recent buyout of Checkpoint Systems (CKP) and liquidation of closed-end fund Strategic Global Income (SGL) raised the cash position in the SMA Portfolio to over 10 percent. I plan on adding BlackRock Resources & Commodities...

    • Posted June 9, 2016
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  • Meb Faber
    Mebane Faber Reveals Asset Classes Poised for Massive Gains

    Mebane Faber, co-founder and the Chief Investment Officer of Cambria Investment Management, has authored a post at his investing blog discussing the concept of mean reversion and what it could mean for several downtrodden asset classes.

    • Posted April 22, 2016
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  • Dennis Gartman - The Gartman Letter
    Dennis Gartman Says the Bottom is in for Oil

    Speaking over the phone on CNBC Friday, regular guest Dennis Gartman predicted oil was close to a bottom.

    • Posted August 24, 2015
    • 1
  • commodities bear market
    Commodities Approach Previous Area of Bottoming

    The blog The Short Side of Long has posted a chart demonstrating the devastation experienced in the commodities markets since the middle of 2011.

    • Posted March 19, 2015
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  • Charles Nenner Technical Analysis
    Charles Nenner Sees Stocks Topping Out This Year

    Renowned technical analyst Charles Nenner, founder and president of the Charles Nenner Research Center, was interviewed recently by John Bachman and predicted the current correction would last until the middle of February.

    • Posted February 4, 2014
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  • Jeremy Grantham - GMO
    Jeremy Grantham Interview with Charlie Rose

    Charlie Rose interviewed GMO’s Jeremy Grantham at length recently. It is a fascinating conversation with a self-professed numbers man. Several notes from the interview include: Grantham commented on the commodity inflation from 2002-2008 where the price of...

    • Posted May 9, 2013
    • 1