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Posts Tagged ‘commodities’

Chart Points To Massive Slow Down: “This Is The Biggest Collapse In The ‘Trade’ Indicator Since Records Began”

December 21st, 2014

down arrowMac Salvo:  Prior to the crash of 2008 global trade was rocking. It was a boon for shipping companies around the world who are responsible for moving raw materials, commodities and consumer products from one country to another. Wall Street, of course, had devised a way to track all of this movement and often pointed to the Baltic Dry Index (BDI) as the primary indicator for health in the global trade business. Read more…

Commodities, Economy, Today's Top News, World News

Global Financial Markets Just Experienced The Worst Week In 3 Years

December 19th, 2014

Global-Financial-Markets-CrashMichael Snyder:  Is this the start of the next major financial crisis?  The nightmarish collapse of the price of oil is creating panic in financial markets all over the planet.  On June 16th, U.S. oil was trading at a price of $107.52.  Since then, it has fallen by almost 50 dollars in less than 6 months.  This has only happened one other time in Read more…

Economy, Financials, Markets, Today's Top News

The Next Polar Vortex And An End To California’s Drought

December 16th, 2014

water droughtChris Orr:  Everyone in the northern half of the United States is wondering what the winter is going to look like — from companies preparing for the impact of colder weather, to individuals preparing to store enough natural gas to heat their homes. Read more…

Commodities, Economy, News Of The Weird

Interview With Frank Holmes: Talking Gold And Other Commodities

November 13th, 2014

InvestingJT Long:  Frank Holmes’ advice to investors? Chill. In his interview with The Gold Report, the veteran commodities investor shared some strategies that help him “sit back and stay balanced,” namely by diversifying and following the money. Find out about the indicators Holmes watches Read more…

Commodities, Gold, Investing Guide, Silver

Commodities, Metals And The Junior Miners Are Hitting Multi Year Lows

November 7th, 2014

Precious-Metals-Market1Jeb Handwerger:  The commodity equities are selling off as The Fed halts QE3.  However, we are reaching oversold levels and support areas where short covering could soon begin. Read more…

Commodities, Gold, Precious Metals

What Is Money When The System Collapses?

November 17th, 2012

100 Insightful Futures Traders Worth Following On Twitter

October 3rd, 2012

Jared Cummans: Futures investing is one of the safest and most effective ways to add exposure to risky assets like commodities. Futures allow users to limit their downside risk while also affording the opportunity of making speculative calls on all kinds of assets. But keeping up Read more…

Commodities, Economy

Casey Summit: How Investors Can Protect Themselves In A Politicized Economy (GFI, PVG)

September 17th, 2012

JT Long: Right on the heels of the Republican and Democratic National Conventions, the recent Casey Research Summit in Carlsbad, California—cosponsored by SprottGlobal—focused on a timely theme: “Navigating the Politicized Economy.” The somber revelations Read more…

Gold, Precious Metals

Weak Second Quarter For Linn Energy Not A Cause For Concern (LINE, DOW, RDS, CVX, EPD)

August 27th, 2012

Elliott Gue: Linn Energy LLC’s (NASDAQ:LINE) second-quarter results fell short of expectations, prompting management to reduce its full-year forecast for Read more…

Commodities, Natural Gas

Top 100 Options Trading Blogs

August 24th, 2012

Jared Cummans: Options investing is one of the safest and most effective ways to add exposure to risky assets like commodities. Options allows users to limit their downside risk while also affording the opportunity of making speculative calls on all kinds of assets Read more…

Financials, Investing Guide, OPTIONS

A Managed Approach For Investment Portfolio Risk

April 5th, 2012

Is your investment portfolio more like a roller coaster with no exit strategy, just going round and round and up and down, arriving right back to where it started? Don’t just go along for the ride, use a managed approach to limit downside risk Read more…

Commodities, ETF, Uncategorized

The New Oil Dynamics

October 17th, 2011

The oil market changed back in 2009, but most Americans did not notice. That was the year, for the first time, China temporarily surpassed the United States as Saudi Arabia’s biggest and most important Read more…

Uncategorized

ETFs Turn Exotic – Protect yourself

October 17th, 2011

Investments that do not move in tandem with U.S. stocks present opportunities for diversification and potential performance Read more…

Commodities, ETF, OPTIONS, Real Estate, Uncategorized

GOP To Fed: Let Economy Fail

September 21st, 2011

The headline above is not what GOP congressional leaders actually said today to Federal Reserve Board Chairman Ben Bernanke, but they might just as well have used that precise language in the letter CNBC reports they sent to the Fed. According to CNBC, the letter instructed Read more…

Uncategorized

Blue Gold…Still Shining

June 14th, 2011

About five years ago, I launched my investment service, Mayer’s Special Situations with a special report, entitled Blue Gold.

The report laid out the compelling long-term case for investing in water-related stocks. The stocks I recommended in that report have performed extremely well, far outpacing the S&P 500 Index. But the investment backdrop for the water sector has become even more compelling today than it was five years ago.

Nalco Holdings (NYSE:NLC), a water treatment company I recommended in the Blue Gold report has been an excellent performer. It is up about 60% since my recommendation, while the S&P 500 has gained no ground whatsoever. I expect this long-term outperformance to continue. Recently, The Financial Times interviewed CEO Erik Fyrwald, who had many interesting comments.

Fyrwald began by saying that water was the “No. 1 issue facing the world.” A few good excerpts:

“I travel about 50% of the time, often into the developing markets, such as China, India, parts of Africa, that are not only water starved today, but increasingly water challenged… their water consumption is rising, while they are water challenged already, and that makes a huge challenge for them…

“I have been going to China and India for 20 years, and 20 years ago – even 10 years ago – the focus on water was minimal. Water treatment and recycling didn’t exist significantly. It was there for industrial global companies that built operations in China or India. But the Indian companies, the Chinese companies, weren’t concerned about water, either cleaning it up for effluent or recycling it. Today, I can tell you that leading Chinese companies and leading India companies are very concerned about water and are starting to adopt very advanced techniques for both cleaning up the water and also the recycling and reuse of the water. That is why we are seeing tremendous growth in those countries…”

Sitting right there in the sweet spot of the Asian water story is Hyflux Ltd., another company I recommended in my report. The stock has done very well, and a big part of the reason is the company’s CEO, Olivia Lum.

She won Ernst & Young’s World Entrepreneur of the Year 2011. Her story is amazing.

She turned the mere $15,000 she started with into one of the largest water treatment companies in the world. The Financial Times profiled her, and included more personal details that I didn’t know.

For example, she was adopted at birth and lived with four other orphans in a tin-roof shack in Kampar, Malaysia. She avoided becoming a child laborer – the fate of many – at the peanut factories and rubber plantations. Instead, she sold papaya from a stall and paid for her own textbooks and bus fare to school. She went on to college in Singapore to study chemistry. Her job out of college was at GlaxoSmithKline, where she studied water treatment. To start Hyflux, she sold her car and small house.

It’s a remarkable story. And her company still is a great investment, as it has huge opportunities in China and India and across the Middle East and North Africa.

Nalco and Hyflux are two of the best companies in what may prove to be one of the very best investment sectors for the next five or ten years.

Regards,

Chris Mayer,
for The Daily Reckoning

Blue Gold…Still Shining originally appeared in the Daily Reckoning. The Daily Reckoning provides over half a million subscribers with literary economic perspective, global market analysis, and contrarian investment ideas.

Read more here:
Blue Gold…Still Shining




The Daily Reckoning is a contrarian e-letter, brought to you by New York Times best-selling authors Bill Bonner and Addison Wiggin since 1999. The DR looks at the economic world-at-large and offers its major players – investors, politicians, economists and the average consumer – some much-needed constructive criticism.

Commodities, Uncategorized

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