Commodities

The impact of rising commodity prices

5:04 p.m. Tue 23 Feb 2010

Henderson New Star’s Money Moves Markets blog has some graphs and numbers on the large (20%) expected increase in …

Gold and the Euro

8:16 a.m. Mon 22 Feb 2010

AdvisorAnalyst has an interesting post on the relationship between gold, the dollar and (more recently) the euro. The article concentrates …

Gold: back to the 70s

7:31 a.m. Thu 19 Nov 2009

The Big Picture has an interesting chart of the gold price vs US treasury bonds. The chart looks very similar …

Peak oil already says IEA whistleblower

12:40 p.m. Tue 10 Nov 2009

The Guardian’s story about deliberate over-estimates of oil reserves by the IEA should not be too much of a …

The gold bubble

6:55 a.m. Mon 09 Nov 2009

Willem Buiter has great analysis of the fundamental value of gold: or rather the lack of it. He coins the …

Why oil reserve numbers are falsified

7:55 a.m. Sun 08 Nov 2009

It is not news that countries manipulate oil reserve numbers. Oil-price.net has an article on the motives for doing …

Rebel incursion into Saudi does not affect oil?

7:48 a.m. Sun 08 Nov 2009

Yemeni rebels incursion into Saudi Arabia seems to have had remarkably little effect on the oil price. Is it not …

Warrren Buffet’s railway bet on commodities?

7:26 a.m. Sun 08 Nov 2009

The Baseline Scenario interprets Warren Buffet’s Railway investment as a be ton commodities. It is certainly an interesting explanation …

Gold up on IMF sale to India

6:10 a.m. Wed 04 Nov 2009

The sale of $6.7bn of gold by the IMF to the Reserve Bank of India pushed the price of …