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Commodities

ideas, thoughts, articles, news, and information related to commodities: energy, oil, natural gas, coal, nuclear, energy commodities, hard assets, real estate, gold, silver, precious metals, base metals, industrial metals, soft commodities, cotton, corn, meat, sugar, cocoa, coffee, orange juice, farm land, and agriculture,

China Announces Massive £100bn Infrastructure Projects

(IBT) China has announced infrastructure projects worth one trillion yuan (£98.7b) sparking speculations of an economic revival in the world’s […]

By M Guliyev | 09 Sep 12 | Also posted in Asia, Real Estate, The Big Picture, Trends, Patterns, Indicators | Comments (0)

China’s Roads-to-Subways Construction Spurs Stocks Rally

By Jasmine Wang, Bloomberg, China approved plans to build 2,018 kilometers (1,254 miles) of roads, spurring the biggest stock- market […]

By Liu-Yue Lam | 08 Sep 12 | Also posted in Asia, Real Estate | Comments (0)

The Russian Evolution

By Mark Mobius, mobius.blog.franklintempleton.com, It might be tempting to say “everything old is new again” in Russia, given the return […]

By Liu-Yue Lam | 07 Sep 12 | Also posted in Asia, Eastern Europe, Stocks, The Big Picture | Comments (0)

The Mongolia of America

By Chris Mayer, From The Daily Reckoning, Question: How is North Dakota like Mongolia? Answer below…but first a little background. As […]

By Liu-Yue Lam | 27 Aug 12 | Also posted in Asia, North America, Real Estate, Trends, Patterns, Indicators | Comments (0)

Will the Crop Crisis Trigger Inflation?

By Bud Conrad, Casey’s Research Our news media have not given enough attention to the very serious heat problems of […]

By Liu-Yue Lam | 16 Aug 12 | Also posted in Africa / Middle East, Asia, Eastern Europe, Food for Thought, Latin America, The Big Picture, Trends, Patterns, Indicators | Comments (0)

Where the world’s running out of water, in one map

By Brad Blumer, Washington Post Blog, Many of the world’s most important food-producing regions depend on freshwater from massive underground […]

By Liu-Yue Lam | 14 Aug 12 | Also posted in Trends, Patterns, Indicators | Comments (0)

A buying opportunity in farms, food

A noted strategist sees a global food crisis that will be with us for decades. Here are the investment areas […]

By Aidualc | 11 Aug 12 | Also posted in Africa / Middle East, Asia, Eastern Europe, Finding Oxstones, Latin America, North America, Trends, Patterns, Indicators, Western Europe | Comments (0)

Big Game Hunting…in the Philippines

By Chris Mayer, Daily Reckoning, People often ask me where I find my off-the-beaten-path ideas. One of the best ways […]

By Liu-Yue Lam | 06 Aug 12 | Also posted in Asia, Food for Thought, Private Equity, Real Estate, Stocks, The Big Picture | Comments (0)

Japan May Gold Exports Fall To 15-month Low

(IBT) Japan’s exports of gold plunged to a 15-month low in May to 2.79 tonnes, down 67 percent from a […]

By M Guliyev | 06 Jul 12 | Also posted in Asia, Trends, Patterns, Indicators | Comments (0)

Oxstones Food for Thought – July 2012 – E.U. Crisis – The Never Ending Story!

By Liu-Yue (Louie) Lam, Co-Founder, Chief Investment Strategist, Oxstones Investment Club Why does U.S. model work and EU model does […]

By Liu-Yue Lam | 04 Jul 12 | Also posted in Africa / Middle East, Eastern Europe, Food for Thought, Latin America, North America, Oxstone Investment Commentary, Stocks, The Big Picture, Western Europe | Comments (0)