I came across an interesting headline of a premium article with the following content:
The fate of the U.S. nuclear renaissance will be determined more by natural gas prices than the Fukushima Daiichi nuclear disaster, a panel of experts told an industry web conference last week. “I don’t believe the nuclear renaissance
Continue reading Will Natural Gas Prices Determine the Fate of the US Nuclear Renaissance?
While this month has been a text book example of “Sell in May and go away” for commodity stocks, this year has also been a text book example of how consecutive black swan events remind investors of all the types of risks associated with investing. There is no doubt about 2011 being a challenging year
Continue reading Will Oil & Gas Stocks Rise Again?
Silver prices dropped more than 25% in 1 week after receiving one hit after another as investors walked all over each other to exit their positions. What triggered this flight from commodities? Did it all start with Silver?
I believe Silver played an important role in the commodity sell off;
Continue reading Did Silver Trigger the Commodity Sell Off?
Saudi Arabia, one of the world’s top oil producers, is also the largest economy in the Middle East. We all know Saudi Arabia is sitting on massive reserves with oil production coming from giant oil fields where it probably costs less than $20 to
Continue reading Saudi Arabian Oil: Breakeven Price Rising
 April 19th, 2011  Category: Market Analysis, Oil, Opinion Chinese exports for the month of March surged 35.8% on a yearly basis. The chart below provides a snapshot of Chinese demand in a month where the Middle East went into turmoil and where Japan suffered a natural catastrophe followed by a lingering nuclear crisis.
China accounts for between
Continue reading A Snapshot of China’s Appetite for Global Commodities
 April 18th, 2011  Category: Market Analysis, Opinion If you are an investor in oil and gas stocks, you certainly noticed that this sector is no longer the flavor of the month especially for juniors. It seems that the “Sell in May and go away” mantra is early this year. Could this seasonal dip explain why the bull market in junior energy stocks
Continue reading A Difficult Market for Oil and Gas Stocks
 March 14th, 2011  Category: Investing, Market Analysis, Opinion
On March 11, 2011 a devastating quake hit Japan causing a tragic loss of life in the thousands and inflicting billions of dollars in material losses. On top of these losses from the quake-tsunami duo, Japan is now facing a possibility of a meltdown at 2 troubled reactors.
The market reaction to
Continue reading Looking Beyond The Japanese Nuclear Crisis: Uranium Stocks Outlook
Every year on February 2nd, weather watchers observe a groundhog emerging from its burrow. If the animal came out on a sunny day, it would be scared by its own shadow and would return to its hibernation, thus indicating six more weeks of winter. If, however, the animal emerged on a cloudy day, it would
Continue reading Chesapeake Energy: A Groundhog for 2011 Natural gas prices?
 December 27th, 2010  Category: Investing, Market Analysis, Opinion China raised its interest rates last Saturday bumping the lending rate to 5.81% (compared to 7.47% before cuts in late 2008) and the deposit rate to 2.75%. This was the second time this year since it raised its rate initially in October. According to Morgan Stanley, China may raise rates as many as three times
Continue reading China interest rate hikes: profit opportunities in 2011?
 December 13th, 2010  Category: Investing, Market Analysis, Opinion Not long ago, I was looking at my investment options for 2011 as I plan to contribute to my RRSP account early next year. GICs were the first to be removed from the list because of the dismal rates that were offered. With a 5 year GIC paying a meager 2.75% at best, Canadians who
Continue reading 3 profitable ways to invest in the market in 2011
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