Bernanke Is Not A Farmer
No one knows for certain why food prices around the world have risen so quickly. Ben Bernanke said the Federal Reserve’s Quantitative Easing program is not the cause. He argues that food prices are…
Commodities & Metals
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Newest first · Page 105Gold Trading: More Gold Mining Mergers Coming! (GDXJ, NEM, FRG, ANV, HL, GRS, CDE, GLD)
Today’s action is showing a very favorable move to Market Vectors Junior Gold Miners ETF (NYSE: GDXJ) after news that Newmont Mining Corporation (NYSE: NEM) is acquiring Fronteer Gold Inc. (AMEX: FRG). The $2.3…
Gold Consolidation Continues: Newmont Buys Fronteer (NEM, FRG)
Newmont Mining Corporation (NYSE: NEM) is doing what we would have expected to see more of in late 2009 and into 2010. It is making an acquisition. The company is buying a Canadian company…
The Weather Conspires To Boost Inflation
The storms in the US and Northern Europe and Australian flooding could combine to fuel an already rapid move up in global inflation. Tropical Cyclone Yasi has strengthened to a Category 5, which means…
Alpha Gets Massey for $8.5 Billion (ANR, MEE, BTU, ACI)
Reports have been around or months that Alpha Natural Resources, Inc. (NYSE: ANR) would acquire Massey Energy Co. (NYSE: MEE). Other suitors were mentioned, but Alpha was always at the top of the list,…
Coal Sector Has Much More Than Arch’s Earnings Signal (ACI, BTU, MEE, ICO, PCX, CNX, KOL)
Like demand for crude oil, demand for coal is being driven by China. The government’s recent decision to limit domestic production means that other coal miners will be sending more coal to China in…
Ag/Mining Earnings on Fire: Caterpillar, Potash, and Peers (POT, CAT, BHP, CNH, BUCY, MOS, MOO)
The message delivered today by earnings reports from Potash Corp. of Saskatchewan (NYSE: POT), Caterpillar Inc. (NYSE: CAT), and CNH Global N.V. (NYSE: CNH) is that as long as the world’s population continues to…
No End In Sight for Rising Iron Ore Prices (PKX, BHP, RIO, VALE)
Some of the largest steelmakers in the world have been hoping to see a fall in the price of iron ore, but such a decline does not appear to be on the horizon. A…
Cargill to Sell Stake in Mosaic, Setting Off Another Fertilizer Chase (MOS, BHP, POT, AGU, MON, RIO, VALE)
Time to get ready for another chase scene in the fertilizer business. Privately held agricultural giant Cargill Inc. plans to sell its 64% stake in Mosaic Co. (NYSE: MOS) for about $24.3 billion. The…
Kinross Forecasts In-Line; Gold Challenges Prevail (KGC)
Kinross Gold Corporation (NYSE: KGC) is not having the greatest debut for 2011. As gold is not currently shaping up to look like a 2010 year, many gold miners have failed to perform. Kinross…
Agriculture Report Good for Farmers, Not For Consumers (ADM, BG, MOS, MON, POT, DE, CNH, LIZ)
The US Department of Agriculture this morning released its January World Agricultural Supply and Demand Estimates, or WASDE, which projects world supply and demand for food products like wheat, corn, sorghum, soybeans, oats, rice,…
Alcoa Not Weighing On Aluminum Sector (AA, ACH, RS, CENX, NOR, KALU)
Alcoa Inc. (NYSE: AA) was the first component of the Dow Jones Industrial Average to report earnings. Last night’s report was actually above estimates on earnings even if revenues were a tad soft. The…
Alcoa Delivers, While Tone Expected (AA)
Alcoa, Inc. (NYSE: AA) did manage to turn in better-than-expected performance to kick off earnings season. That was expected of the company after the gains we have seen of late in its shares. Fourth…
2011 Energy & Commodity Trends
Standard & Poor’s Equity Research has issued some of its key trends for 2011 in energy and materials which calls for “largely positive signs for both the Energy and Materials sectors” to continue in…
Monsanto’s Long Turnaround Finally Being Realized (MON, DD, MOS)
Monsanto Co. (NYSE: MON) appears to finally be on the road to redemption. The seed and ag giant showed a profit in its first quarter and it is not lowering expectations. The earnings of…