An Extended Forecast for A Stronger Australian Dollar

(This is an excerpt from an article I originally published on Seeking Alpha on September 28, 2014. Click here to read the entire piece.) Australia’s Bureau of Resources and Energy Economics (BREE) recently released its September, 2014 quarterly report on Australia’s resources and energy sectors and analysis of key commodity markets. Each report includes forecasts … Read more

Bad Signs: The Australian Dollar Trips As Iron Ore Stumbles Over $100

(This is an excerpt from an article I originally published on Seeking Alpha on May 20, 2014. Click here to read the entire piece.) The miners of iron ore spent the last few years ramping up production capacity, and now they are ramping up production. The price of iron ore has steadily fallen in 2014 … Read more

Profit Opportunities In The Federal Reserve’s Spread of Rate Scenarios

(This is an excerpt from an article I originally published on Seeking Alpha on April 9, 2015. Click here to read the entire piece.) {snip} The most striking feature of the minutes for the mid-March meeting was the Federal Reserve’s very mixed feelings toward the timing for the first rate hike: {snip} There are multiple … Read more

Cliffs Natural Resources CEO Yearns for Iron Ore Collusion, uh, Cooperation

(This is an excerpt from an article I originally published on Seeking Alpha on March 12, 2015. Click here to read the entire piece.) When I last wrote about the colorful CEO of Cliffs Natural Resources (CLF), Lourenco Goncalves, he was lambasting the Australians for manipulating their currency as a last desperate measure to save … Read more