A Way to Look at Commodities—And It Is Not Quantitative
Several new specialist managers are making sector, relative value, and fundamentals-based trades to take advantage of current market dynamics.
Tag: metals
Research
Why AI Craze Is Eerily Reminiscent of Dot-Com Era
Nobody yet knows how to monetize artificial intelligence, BCA Research warns.
Research
Silver’s Price Growth Is Outpacing Gold: A Good Economic Sign
One factor that gives silver a boost is its use in renewable energy products, DataTrek says.
Asset Allocation
Exclusive: ‘Bull Market Is Going to Go for Another Few Years.’—Florida SBA Senior Investment Officer Talks Strategy.
He also said the pension fund is open to the possibility of investing directly in crypto.
Market Moves
How China’s Metal Price Crackdown Could Thwart the Commodities Surge
Price rises in raw materials have excited hopes for a new super-cycle. Might those be dashed?
Market Moves
The Commodities Rally: You Ain’t Seen Nothing Yet
Goldman Sachs says the sector is a great investment going forward, as prices will keep rising, up 15.5% for the next 12 months.