A Bear Market Rally In Commodities
Andrew Hecht - at Seeking Alpha - Mon Mar 30, 5:00AM CDT
DJP: 28.07 (-0.02), DEE: 61.50 (+0.13), CMDT: 40.32 (-0.06), OLO: 7.00 (-0.07), DYY: 4.07 (+0.11), BNO: 20.93 (+0.06), COMT: 38.78 (+0.39), CSCB: 14.15 (+0.05), CMD: 92.45 (+1.74), FTGC: 24.17 (-0.17), GSP: 19.18 (+0.05), DNO: 60.48 (-0.16), UCI: 15.41 (+0.08), OIL: 10.27 (+0.02), PDBC: 20.13 (-0.23), UCD: 11.70 (-0.25), OLEM: 22.45 (-1.24), CSCR: 14.06 (-0.89), DPU: 11.40 (-0.04), USO: 17.23 (+0.09), DBC: 17.27 (+0.09), UCO: 7.12 (+0.05), GSC: 28.09 (+0.04), USCI: 45.35 (-0.21), DTO: 107.02 (-0.55), RGRC: 17.84 (+0.01), RJI: 5.91 (+0.01), UWTI: 2.34 (+0.03), SCO: 83.46 (-0.54), GSG: 19.74 (+0.05), DJCI: 18.19 (-0.02), DDP: 46.00 (unch), SBV: 27.97 (unch), SZO: 70.00 (+1.24), DBO: 13.64 (+0.15), LSC: 6.07 (+0.04), GCC: 21.30 (-0.06), DWTI: 124.90 (-1.44), BCM: 30.94 (+0.19), USL: 24.28 (+0.15)
Why We're Still Bullish On U.S. Dollar, Bearish On Commodities As Fed Cuts Back Rate Hikes
MetalMiner - Seeking Alpha - Thu Mar 26, 5:14AM CDT
By Raul de Frutos Last week, the Federal Reserve scaled back on its plans to hike interest rates this year. The potential for a delay has taken steam out of the dollar's rally and contributed to a bounce in commodity markets. Higher US interest...
DJP: 28.07 (-0.02), DEE: 61.50 (+0.13), CMDT: 40.32 (-0.06), DYY: 4.07 (+0.11), COMT: 38.78 (+0.39), CSCB: 14.15 (+0.05), USDU: 28.56 (+0.20), CMD: 92.45 (+1.74), FTGC: 24.17 (-0.17), GSP: 19.18 (+0.05), UCI: 15.41 (+0.08), PDBC: 20.13 (-0.23), UCD: 11.70 (-0.25), CSCR: 14.06 (-0.89), DPU: 11.40 (-0.04), UDNT: 10.33 (-0.15), GSC: 28.09 (+0.04), DBC: 17.27 (+0.09), USCI: 45.35 (-0.21), RGRC: 17.84 (+0.01), UUPT: 29.72 (-0.06), RJI: 5.91 (+0.01), UUP: 25.86 (+0.20), GSG: 19.74 (+0.05), DJCI: 18.19 (-0.02), DDP: 46.00 (unch), SBV: 27.97 (unch), LSC: 6.07 (+0.04), GCC: 21.30 (-0.06), UDN: 21.57 (-0.17), FORX: 42.98 (-0.12), BCM: 30.94 (+0.19)
Downtrend Call Working As PowerShares DB Commodity Index Tracking Fund Stock Falls 31.4% (DBC)
Comtex SmarTrend(R) - Mon Mar 23, 5:11PM CDT
SmarTrend identified a Downtrend for PowerShares DB Commodity Index Tracking Fund (AMEX
DBC: 17.27 (+0.09)
Portfolio Construction Using Asset Allocation, Momentum And Efficient Frontier Analysis
Lowell Herr - at Seeking Alpha - Sun Mar 22, 2:05AM CDT
VTI: 108.23 (+1.36), VUG: 108.54 (+1.26), DBC: 17.27 (+0.09), VEA: 40.40 (+0.03), GLD: 113.75 (-1.31), SHY: 84.81 (-0.01), VWO: 40.90 (+0.82)
Cat-astrophe? No, But There Is A Good Case Against Caterpillar Shares
DoctoRx - at Seeking Alpha - Tue Mar 17, 1:02PM CDT
USO: 17.23 (+0.09), ANV: 0.86 (unch), DBC: 17.27 (+0.09), ABX: 11.14 (-0.15), DE: 88.61 (+1.15), CLF: 5.06 (+0.33), CAT: 81.37 (+1.70), ANR: 0.94 (-0.04)
Citi: No one to fill the China gap in commodities
Seeking Alpha - at Seeking Alpha - Tue Mar 17, 7:10AM CDT
DJP: 28.07 (-0.02), DEE: 61.50 (+0.13), CMDT: 40.32 (-0.06), DYY: 4.07 (+0.11), COMT: 38.78 (+0.39), CSCB: 14.15 (+0.05), CMD: 92.45 (+1.74), FTGC: 24.17 (-0.17), GSP: 19.18 (+0.05), UCI: 15.41 (+0.08), PDBC: 20.13 (-0.23), UCD: 11.70 (-0.25), CSCR: 14.06 (-0.89), DPU: 11.40 (-0.04), GSC: 28.09 (+0.04), DBC: 17.27 (+0.09), USCI: 45.35 (-0.21), RGRC: 17.84 (+0.01), RJI: 5.91 (+0.01), GSG: 19.74 (+0.05), DJCI: 18.19 (-0.02), DDP: 46.00 (unch), SBV: 27.97 (unch), LSC: 6.07 (+0.04), GCC: 21.30 (-0.06), BCM: 30.94 (+0.19)
PowerShares DB Commodity Index Tracking Fund Down 34.0% Since SmarTrend Downtrend Call (DBC)
Comtex SmarTrend(R) - Mon Mar 16, 11:21AM CDT
SmarTrend identified a Downtrend for PowerShares DB Commodity Index Tracking Fund (AMEX
DBC: 17.27 (+0.09)
Commodity Prices And The Dollar: Why The Dollar Could Mean An Ugly Year For Certain Raw Material Prices
Andrew Hecht - at Seeking Alpha - Mon Mar 16, 5:30AM CDT
DJP: 28.07 (-0.02), DEE: 61.50 (+0.13), CMDT: 40.32 (-0.06), DYY: 4.07 (+0.11), COMT: 38.78 (+0.39), CSCB: 14.15 (+0.05), USDU: 28.56 (+0.20), CMD: 92.45 (+1.74), FTGC: 24.17 (-0.17), GSP: 19.18 (+0.05), UCI: 15.41 (+0.08), PDBC: 20.13 (-0.23), UCD: 11.70 (-0.25), CSCR: 14.06 (-0.89), DPU: 11.40 (-0.04), UDNT: 10.33 (-0.15), GSC: 28.09 (+0.04), DBC: 17.27 (+0.09), USCI: 45.35 (-0.21), RGRC: 17.84 (+0.01), UUPT: 29.72 (-0.06), RJI: 5.91 (+0.01), UUP: 25.86 (+0.20), GSG: 19.74 (+0.05), DJCI: 18.19 (-0.02), DDP: 46.00 (unch), SBV: 27.97 (unch), LSC: 6.07 (+0.04), GCC: 21.30 (-0.06), UDN: 21.57 (-0.17), FORX: 42.98 (-0.12), BCM: 30.94 (+0.19)
Stocks Appear To Be Rebounding From Here: How To Play The Rally Continuation
Invest Chief - at Seeking Alpha - Fri Mar 13, 12:13AM CDT
VTI: 108.23 (+1.36), DJP: 28.07 (-0.02), SPY: 208.25 (+2.51), MOAT: 30.57 (+0.33), DBC: 17.27 (+0.09), CSD: 47.98 (+0.38), BHP: 47.18 (+0.08), C: 51.64 (+0.64), DD: 72.58 (+0.93), WFC: 54.77 (+0.65), SCHB: 50.86 (+0.65), RIO: 42.37 (+0.49), AAPL: 126.37 (+3.12), PKW: 49.69 (+0.67)
End Of Commodity Supercycle Puts Pressure On U.S. Agriculture
Global Risk Insights - Seeking Alpha - Tue Mar 10, 7:27AM CDT
With profit margins shrinking, American agriculture faces risk management challenges. One approach would be to make a priority of managing margin risk. The boom of the commodity supercycle is over, at least as far as agricultural products are...
AGA: 27.58 (unch), DBC: 17.27 (+0.09), DAG: 4.26 (+0.09), DEE: 61.50 (+0.13), USCI: 45.35 (-0.21), CMDT: 40.32 (-0.06), DBA: 22.34 (+0.02), RGRA: 18.26 (-0.23), DYY: 4.07 (+0.11), RGRC: 17.84 (+0.01), ADZ: 33.50 (unch), USAG: 20.49 (unch), COMT: 38.78 (+0.39), RJA: 6.86 (+0.03), DIRT: 35.63 (unch), FTGC: 24.17 (-0.17), FUD: 20.38 (unch), DDP: 46.00 (unch), TAGS: 28.21 (-0.46), UAG: 20.03 (+0.05), SBV: 27.97 (unch), AGF: 12.35 (-0.11), PDBC: 20.13 (-0.23), DPU: 11.40 (-0.04), BCM: 30.94 (+0.19), JJA: 38.48 (+0.32)
Global Commodities Under Pressure
Sober Look - Seeking Alpha - Tue Mar 10, 4:31AM CDT
With the dollar's renewed strength and slower global demand, commodities are under pressure again. (click to enlarge) Source: barchart The situation in Brazil is not helping as the weak Brazilian real encourages producers to dump...
FTGC: 24.17 (-0.17), DDP: 46.00 (unch), DBC: 17.27 (+0.09), SBV: 27.97 (unch), DEE: 61.50 (+0.13), USCI: 45.35 (-0.21), CMDT: 40.32 (-0.06), DYY: 4.07 (+0.11), RGRC: 17.84 (+0.01), PDBC: 20.13 (-0.23), COMT: 38.78 (+0.39), DPU: 11.40 (-0.04), BCM: 30.94 (+0.19)
Commodities Routed As China Cuts Growth
Epoch Times - Seeking Alpha - Tue Mar 10, 3:49AM CDT
By Fan Yu As China's top economic officials announced a slower economic growth forecast, the commodities markets are bracing for another rout in 2015. Last Thursday at the National People's Congress, China Premier Li Keqiang lowered the country's...
FTGC: 24.17 (-0.17), DDP: 46.00 (unch), DBC: 17.27 (+0.09), SBV: 27.97 (unch), DEE: 61.50 (+0.13), USCI: 45.35 (-0.21), CMDT: 40.32 (-0.06), DYY: 4.07 (+0.11), RGRC: 17.84 (+0.01), PDBC: 20.13 (-0.23), COMT: 38.78 (+0.39), DPU: 11.40 (-0.04), BCM: 30.94 (+0.19)
30.8% Return Seen to Date on SmarTrend PowerShares DB Commodity Index Tracking Fund Call (DBC)
Comtex SmarTrend(R) - Mon Mar 09, 9:46AM CDT
SmarTrend identified a Downtrend for PowerShares DB Commodity Index Tracking Fund (AMEX
DBC: 17.27 (+0.09)
Commissioner Bart Chilton: Price Discovery In The Commodities Markets (Podcast)
Chris Martenson - Seeking Alpha - Sun Mar 08, 3:43AM CDT
The commodity markets impact almost everybody on the planet, every single day, because some derivative or variant of about everything that they consume is impacted by those prices. Whether it's a home loan, or a piece of jewelry, or a fill up at the...
DJP: 28.07 (-0.02), DEE: 61.50 (+0.13), CMDT: 40.32 (-0.06), DYY: 4.07 (+0.11), COMT: 38.78 (+0.39), CSCB: 14.15 (+0.05), CMD: 92.45 (+1.74), FTGC: 24.17 (-0.17), GSP: 19.18 (+0.05), UCI: 15.41 (+0.08), PDBC: 20.13 (-0.23), UCD: 11.70 (-0.25), CSCR: 14.06 (-0.89), DPU: 11.40 (-0.04), GSC: 28.09 (+0.04), DBC: 17.27 (+0.09), USCI: 45.35 (-0.21), RGRC: 17.84 (+0.01), RJI: 5.91 (+0.01), GSG: 19.74 (+0.05), DJCI: 18.19 (-0.02), DDP: 46.00 (unch), SBV: 27.97 (unch), LSC: 6.07 (+0.04), GCC: 21.30 (-0.06), BCM: 30.94 (+0.19)
The Midas Touch: Why Goldman's Commodities Trade Is A Big Gamble
The Intercollegiate Finance Journal - at Seeking Alpha - Fri Mar 06, 1:30PM CST
I've never personally been in a Goldman Sachs (NYSE: GS ) interview, but I'm sure one of the first, more general questions they ask is: "Why Goldman?" And instead of the formulaic "I feel like the culture of this bank is the right for...
GS: 191.02 (+2.96), DBC: 17.27 (+0.09), JPM: 60.96 (+1.41), MS: 36.31 (+0.48)
ETFReplay.com March Update
Scott's Investments - Seeking Alpha - Mon Mar 02, 8:03AM CST
The ETFReplay.com Portfolio holdings have been updated for March 2015. I previously detailed here and here how an investor can use ETFReplay.com to screen for best performing ETFs based on momentum and volatility. The portfolio begins with a...
HYG: 90.72 (+0.25), TIP: 113.33 (-0.34), DBC: 17.27 (+0.09), TLT: 130.41 (-0.65), WIP: 54.71 (-0.48), VTI: 108.23 (+1.36), PCY: 28.46 (+0.05), EEM: 40.22 (+0.76), GLD: 113.75 (-1.31), LQD: 121.49 (+0.21), RWX: 43.80 (-0.20), SHY: 84.81 (-0.01), EFA: 65.18 (+0.04), VNQ: 85.06 (+1.20)
PowerShares reopens creations for 11 ETFs
Seeking Alpha - at Seeking Alpha - Thu Feb 26, 12:51PM CST
DBE: 16.04 (+0.13), DBB: 15.38 (+0.15), DBS: 26.84 (-0.42), DBC: 17.27 (+0.09), DBA: 22.34 (+0.02), DBP: 37.01 (-0.41), DBO: 13.64 (+0.15), IVZ: 40.00 (+0.32), DGL: 39.10 (-0.50), UDN: 21.57 (-0.17), UUP: 25.86 (+0.20), DBV: 24.81 (-0.08)
PowerShares temporarily suspends creations on 11 ETFs
Seeking Alpha - at Seeking Alpha - Wed Feb 25, 11:39AM CST
DBE: 16.04 (+0.13), DBB: 15.38 (+0.15), DBS: 26.84 (-0.42), DBC: 17.27 (+0.09), DBA: 22.34 (+0.02), DBP: 37.01 (-0.41), DBO: 13.64 (+0.15), IVZ: 40.00 (+0.32), DGL: 39.10 (-0.50), UDN: 21.57 (-0.17), UUP: 25.86 (+0.20), DBV: 24.81 (-0.08)