CSX Anticipates A Bottom in Natural Gas Prices

(This is an excerpt from an article I originally published on Seeking Alpha on January 26, 2012. Click here to read the entire piece.) Last week, I wrote about the opportunities arising from the crash in natural gas prices. On the morning of January 24, CSX Corporation, a railroad company, provided timely commentary on natural … Read more

Opportunities From the Crash In Natural Gas

(This is an excerpt from an article I originally published on Seeking Alpha on January 17, 2012. Click here to read the entire piece.) Last year I wrote a two-part series leveraging the work of Jeremy Grantham to develop a strategy for profiting from a crash in commodity prices (see “Profiting from Physical Assets in … Read more

Commodities Crash: Stocks That Have Erased QE2 Gains (Agriculture, Oil, Natural Gas)

(This is an excerpt from an article I originally published on Seeking Alpha. Click here to read the entire piece.) Trades continue to trigger in the on-going sell-off in commodities. In my last listing of commodity stocks that have erased all their post-QE2 gains, I did not include stocks in agriculture, oil, or natural gas. … Read more