Commodity Prices
The oil situation could be worse than we thought
Oil is the biggest single cost input into many businesses, goods, commodities and products. We know it,… Read more
The Biggest Misconception About Inflation
Ask 100 people on the street to define inflation, and 99 of them will tell you… Read more
What Treasuries are Saying
Google (Nasdaq:GOOG) did not exactly blow it out in the first quarter of the year. It… Read more
What Can the World’s Largest Aluminum Company Tell us about the Market? (AA)
The largest aluminum producer in the world, Alcoa Inc. (NYSE: AA) outperformed analyst consensus … Read more
Clarifying the Chinese Coal Story (LLEN, PUDA)
Shortly after publishing yesterday Read more