http://meshcms.commoditynewscenter.com/articles/ http://meshcms.commoditynewscenter.com/articles/Features/Hedge_Fund_Asset_Flows_Signal_Investor_Sentiment_Shifts CTA/Managed Futures products have been prime beneficiaries of broadly rising commodity prices. In the past four quarter these funds have experienced increasing rates of organic growth. In Q2 08 investor allocations increased assets 7.28%, the highest rate of organic growth in four years. Features http://meshcms.commoditynewscenter.com/articles/Features/Strategy_Focus_Report_Managed_Futures The HFN CTA/Managed Futures Average (CTA/MF Average) has rebounded strongly in the last twelve months (LTM) after meandering through a period of meager performance since 2002. Most recently this strategy has excelled as a result of a commodity price boom due in part to lax global monetary policy and increased volatility in equity and credit markets. Features http://meshcms.commoditynewscenter.com/articles/Features/Global_Inflation_Survey Casey Research recently conducted a survey of the world’s top 30 economies, broken down on a region-by-region basis. The snapshot below offers a glimpse at the big picture. Features http://meshcms.commoditynewscenter.com/articles/Features/SFO_Magazine_Review%3A_Commodities_For_Every_Portfolio_ There is plenty here for seasoned investors, given the timeliness and relevancy of the topic and the author’s forecasts, but most impressive is how "Commodities for Every Portfolio" helps novices decide which method of commodity investment—futures, stocks, mutual funds or exchange-traded funds (ETFs)—is right for them. Features http://meshcms.commoditynewscenter.com/articles/Features/Free_Gold-_Now_Waiting_For_You_In_Zurich IF YOU LIKE buying low – and enjoy selling high – then you can't ignore this free gift of gold. Features http://meshcms.commoditynewscenter.com/articles/Insight/Operation_Meltdown%2C_Part_III "...My God, this is the time. If everyone wants gold we're all going to be ruined, because there is not enough gold to go around..." – J.F.K. to the Fed chairman, Aug. 1962 ONCE UPON A TIME money meant gold (and ever less silver), freely exchanged between private individuals looking to buy and sell, invest and spend. Insight http://meshcms.commoditynewscenter.com/articles/Insight/Gold_Mining_Challenges_2 With seven consecutive years of rising gold prices, the gold mining industry has had ample reason to boost output. The demand for gold has grown and will continue to grow and legendary profits can be won for shareholders. But in provocative fashion not only have the gold miners been unsuccessful in growing supply, global mined gold production is down since the beginning of the bull. Insight http://meshcms.commoditynewscenter.com/articles/Insight/Agri-Food_Thoughts_9.3.08 If one listens to the popular business media, commodities are dead. When paper oil was trading at $147, the sky was the limit. Now, all is going down. Perhaps they are little more than trend followers? What we really need to know is if the world is awash in grains. Truth is, that view does not in any way describe the global situation. The world has entered an era, ten years or more remaining, when Agri-Food will be in short supply. Insight http://meshcms.commoditynewscenter.com/articles/Insight/Gustav_Rains_Beneficial_for_Corn_Growth STATE COLLEGE, Pa. – September 3, 2008 – The AccuWeather.com Agricultural Forecast Center reports no sign of a freeze in the Corn Belt for at least the next two weeks, as remnants of Gustav are expected to bring a couple of inches of rain to central areas of the Belt this week. Insight http://meshcms.commoditynewscenter.com/articles/Insight/A_Tale_of_Two_Malls "...Overcapacity – first of credit, then of real estate – drove the price of renting sharply lower, bankrupting cautious investors along with big borrowers..." A TEXAN CUSTOMER who came to see me a few months ago told me a story which illustrates the fine mess we're in. In the 1980s boom his neighborhood boasted not one but two commercial real-estate developers, both of whom were building shopping malls. The one developer was cautious. Insight http://meshcms.commoditynewscenter.com/articles/Insight/The_Realities_of_Natural_Gas Since the publication of my natural gas book (1987), many changes have taken place in this market. Globally, the growth in the demand for gas may still exceed that of all energy media, except renewables, and until recently gas was often highly recommended as an input for electric power generation. Insight http://meshcms.commoditynewscenter.com/articles/Insight/Hurricanes_and_the_Crude_Oil_Price Since January we've discussed the influence that the 6-year cycle would have over the year 2008. Already we've seen many tokens of its impact, primarily in the financial markets. The late banking crisis and subsequent spillover into other areas of the market have been one of the most prominent features of this year. Insight http://meshcms.commoditynewscenter.com/articles/Insight/Operation_Meltdown%2C_Part_II "...The 'total war' of the 20th century first required a 'total war' on freely held private wealth..." IT SEEMS AN ODD QUIRK of history that Washington's post-War obsession with its nationalized gold reserves – an obsession which Ian Fleming neatly tapped into with Goldfinger in 1959 – came so long after what historians call the "classical" Gold Standard ended. Insight http://meshcms.commoditynewscenter.com/articles/Insight/Gold_Production_and_Reserves_2 As the precious metals summer doldrums come to a close, we need to assess the damage from another season of gold hatred and disdain. Like déjà vu for veteran gold investors, the mainstream financial media took advantage of gold's seasonal weakness to proclaim the death of the Ancient Metal of Kings. Insight http://meshcms.commoditynewscenter.com/articles/Insight/Gold%27s_Move_Back_To_%241000 Over the past several months, gold has sold off in a rather quick and dramatic fashion. At the center of this sell-off, has been a sharp rally in the US dollar. While there are several fundamental factors that ultimately dictate the direction of gold, I continue to believe that its relationship with the US dollar is perhaps the most important. More often than not, if we see a strong rally in the US dollar- we will see a sell-off in gold. If we see a sell-off in the US dollar, we will often see move up in gold. Insight http://meshcms.commoditynewscenter.com/articles/Miscellaneous/April_2008_Airline_Traffic_Data%3A_Four-Month_2008_System_Traffic_Up_0.4_Percent_from_2007_but_Down_2.8_Percent_in_April Thursday, July 10, 2008 - The number of scheduled domestic and international passengers on U.S. airlines during the first four months of 2008 grew by 0.4 percent from the same period in 2007, reaching 244.2 million, 0.9 million more than a year earlier, the U.S. Department of Transportation’s Bureau of Transportation Statistics (BTS) today reported in a release of preliminary data (Table 1). Miscellaneous http://meshcms.commoditynewscenter.com/articles/Miscellaneous/How_To_Become_A_Commodity_Trading_Advisor_%28CTA%29 This article will look at the steps that you need to take to become a Commodity Trading Advisor. Miscellaneous http://meshcms.commoditynewscenter.com/articles/Miscellaneous/test sda Miscellaneous http://meshcms.commoditynewscenter.com/articles/Miscellaneous/CNC_Newsletter_4.25.08 Miscellaneous http://meshcms.commoditynewscenter.com/articles/Miscellaneous/test Miscellaneous http://meshcms.commoditynewscenter.com/articles/Miscellaneous/Crude_Oil_Technicals Miscellaneous http://meshcms.commoditynewscenter.com/articles/Miscellaneous/Education Futures markets have been described as continuous auction markets and as clearing houses for the latest information about supply and demand. They are worldwide meeting places of buyers and sellers of an ever-expanding list of products that includes financial instruments such as U.S. Treasury bonds, stock indexes, and foreign currencies as well as traditional agricultural commodities, metals, and petroleum products. There is also active trading in options on futures contracts allowing option buyers to participate in futures markets with known risk. Miscellaneous http://meshcms.commoditynewscenter.com/articles/Newsletter_Introduction/Commodity_News_7.28.08 I recently returned back from China with some pertinent observations about the commodity markets, Jim Rogers, and the economy. A couple of weeks ago, I mentioned in my newsletter that if anyone had doubts about the long-term direction of the commodity markets, they should simply hop on a plane and fly to China. Newsletter Introduction http://meshcms.commoditynewscenter.com/articles/Newsletter_Introduction/Commodity_News_Weekly_7.4.08 Managing wealth during a bull market is easy. More often than not, it’s simply a matter of investing your assets in investments (stock, bonds, and/or real-estate) that will likely benefit from a strong economic environment. Over the last decade, this strategy has proven successful as the stock and real estate markets roared to record highs. Newsletter Introduction http://meshcms.commoditynewscenter.com/articles/Newsletter_Introduction/Commodity_News_Weekly_6.28.08 This weekend I will be speaking at a conference of commodity professionals about why Commodities Belong in Every Portfolio. As I was putting together my presentation, I came across an article I wrote in 2006, titled $1000 Gold: It’s Here Sooner Than You Think. In the article, I argued that even as the price of gold (and other commodities) climbed to new highs, many investors failed to participate for several reasons. I went on to state the following: Newsletter Introduction http://meshcms.commoditynewscenter.com/articles/Newsletter_Introduction/CNC_Weekly_6.20.08 Often times, long-term investors tend to focus too much on the short-term and intermediate term factors to determine whether they should stay or exit an investment. And of course, it is easy understand why this is the case. The volatility that has occurred in the commodity markets continues to impact investors. These types of questions are rampant from long-term commodity investors: Newsletter Introduction http://meshcms.commoditynewscenter.com/articles/Newsletter_Introduction/CNC_Commodity_Weekly_6.7.08 With the price of oil climbing to over $138/barrel, it is “all oil all the time” in this week’s edition of the newsletter. Adam Hamilton, David Galland, Jim Hamilton, and Clif Droke all discuss their latest views on the oil market. ggesting that prices for West Texas Intermediate will reach $150 a barrel by July 4. Newsletter Introduction http://meshcms.commoditynewscenter.com/articles/Newsletter_Introduction/CNC_Commodity_Weekly_5.30.08 Newsletter Introduction http://meshcms.commoditynewscenter.com/articles/Newsletter_Introduction/CNC_Commodity_Weekly_5.22.08 Newsletter Introduction