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Special Report on

Intelligent Commodity Investing

intelligent commodity investing special research report Photo by bestglobal8.com
if something is stated repeatedly as fact, does that make it necessarily true? We no longer believe the sun circles the earth, but that idea was once conventional wisdom. A similar issue faces investors who use passive commodity indexes. In a recent Financial Times story, “Steep ‘contango' forces traders to adapt commodities plans”, we are told that investors in commodity index products “obtain a separate return, known as the roll yield, as they shift their positions each month from the expiring futures contract into the following month.” This idea is so commonly asserted that it is ...
Buffett, who credits Graham as grounding him with a sound intellectual investment framework, described him as the second most influential person in his life after his own father. In fact, Graham had such an overwhelming influence on his students that two of them, Buffett and Kahn, named their sons, Howard Graham Buffett and Thomas Graham Kahn, after him.
REVIEWS AND OPINIONS
The Mysterious Case of the Commodity Conundrum, Securitization of ...
"The theories which I have expressed there, and which appear to you to be so chimerical, are really extremely practical -- so practical that I depend upon them for my bread and cheese." -- Sherlock Holmes, A Study in Scarlet (1888) The mysterious case of the commodity conundrum is sure to elicit passionate debate on either side of the equation -- is the commodity boom due to speculation or fundamentals? By the time you read this, a battle in this dispute will have taken place on April 22, 2008 with the CFTC roundtable on agricultural markets. Academic Mountebanks Modern finance, or "market ... market research, surveys and trends
Commodity “Roll Yield” a Fictional Return?
This article, originally published by Opalesque Futures Intelligence (Issue 5, April 7, 2009), is an extract from the paper, “Term Structure and Roll Yield: Not Your Father’s Backwardation.” Half the lies they tell about me aren't true. --Yogi Berra Term Structure and Roll Yield Question: if something is stated repeatedly as fact, does that make it necessarily true? We no longer believe the sun circles the earth, but that idea was once conventional wisdom. A similar issue faces investors who use passive commodity indexes. In a recent Financial Times story, “Steep ‘contango’ forces traders to adapt commodities plans”, we are ... market research, surveys and trends

SURVEY RESULTS FOR
INTELLIGENT COMMODITY INVESTING

The Commodity Conundrum: Securitization and Systemic Concerns ...
The mysterious case of the commodity conundrum is sure to elicit passionate debate on either side of the equation—is the commodity boom due to speculation or fundamentals? By the time you read this, a battle in this dispute will have taken place on April 22, 2008 with the CFTC roundtable on agricultural markets. Perfect Storm and the Paradigm Shift Rising prices and a widespread bull market in commodities should indicate that there is a growing scarcity of hard assets. However, traditional forces of supply and demand cannot fully account for recent prices. To be precise, the normal price-inventory relationship has been ... industry trends, business articles and survey research
Case for commods seen intact after equities rout | Reuters
(Reuters) - Last week's slump in metal and energy prices as equities fell may have made some investors who are new to commodities wonder if any of the fundamental reasons for diversifying into raw material markets have changed. The simple answer is no. For as long as investors remember, commodities' unique position as an asset class with little or no correlation to stocks and bonds has been the main justification for putting money into assets like gold, copper and oil. Yet as equity markets around the world were roiled in the aftermath of China's February 27 stock market plunge, metal, energy and even crop prices ... industry trends, business articles and survey research
RELATED NEWS
How to Buy a Short Sale -- or a Foreclosure in King County
It's been a while since I've blogged and I apologize for that.� My recent preoccupation with an investment property is to blame.� I've been in contract to purchase a short sale in Madison Valley and the negotiators are working with the bank to get final approval before the property goes to auction this Friday.� Meanwhile, I thought it'd be nice to share the process as it's fresh in my mind, and perhaps you will glean something from it for your next real estate investment project. My Target Neighborhood I've been targeting a few neighborhoods that I think will yield the best opportunities.� One of ... market trends, news research and surveys resources
Rick Rule on Bail-Outs, Business-Cycles and 10 More Years of a Golden Bull
Rick Rule began his career in the securities business in 1974, and has been principally involved in natural resource security investments ever since. He is a leading investor specializing in mining, energy, water, forest products and agriculture. A popular public speaker, Mr. Rule is a featured presenter at investment conferences and resource investment forums throughout the world. His firm provides unique insight into the workings of the natural resource marketplace. Global Resource Investments provides investment advice and brokerage service to individuals, corporations, and institutions worldwide. Rick Rule has originated ... market trends, news research and surveys resources

INFORMATION RESOURCES

Microsoft PowerPoint - Till PRMIA Toronto Presentation June 15 2010
Jun 15, 2010 ... “Intelligent Commodity Investing”. Presentation to the Toronto Chapter of PRMIA ..... a chapter in Intelligent Commodity Investing ... technology research, surveys study and trend statistics
Adam Smith Examines The Intelligence Economy — Central ...
Editor's Note: In this era of downsizing and budgetary constraints, the US Intelligence Community faces the familiar challenge of being asked to do more with fewer resources. In the following article, the author offers a novel new economic arrangement between intelligence producers and consumers. What should we do? Who should do it? How much should we pay? The answers to these questions will determine the future structure and operation of the US Intelligence Community. Public debate on reinventing intelligence to date has focused on organizational relationships and interactions. When intelligence was a cottage industry, ... technology research, surveys study and trend statistics
Investment Strategy Update
She is also the co-editor of Intelligent Commodity Investing, Risk Books [2007]. ln addition, Ms. Till serves on the Advisory Board of the Tellus Natural ...
REAL TIME
INTELLIGENT COMMODITY INVESTING
QUESTIONS AND ANSWERS
Are there any "inexpensive" classes/seminars for someone who is ...
I am looking to learn more about a few things including investing, different management styles, how to run a business, etc. I am wondering if there are classes and/or seminars out there that I could attend that would help me out in my wanting to further my education but I don't have the time or the money to go back to school full time (or even "part time" really). posted 2 months ago in Equity Markets | Closed Share This Seeking full-time employment see all my answers Best Answers in: Health Care (12), Small Business (9), Staffing and Recruiting (7), Compensation and Benefits (5), Personnel Policies (5), Health ...
Investing Like Warren Buffett? | LinkedIn Answers | LinkedIn
In business one of the most important decisions is the decision about how to invest your hard earned money. Knowing that higher risks will need to be compensated by higher yields, and little risk means little return is the starting point, but how does a “good investment” really look like? Warren Buffet, perhaps the most successful investor and one of the world’s richest people seem to be a great mentor. Let’s see how his investment strategy looks like. Asked “what makes a good investment” at the Annual general Shareholder Meeting on May 1st 2010, he said: “High returns on capital ...