Commodities Crash: Stocks that Have Erased QE2 gains

(This is an excerpt from an article I originally published on Seeking Alpha. Click here to read the entire piece.) In Tuesday’s statement on monetary policy, the Federal Reserve decided to reassure markets that interest rates are likely to stay at “exceptionally low levels” at least through the middle of 2013…{snip}…This dramatic change in the … Read more

“Commodities Crash” Triggers First Trades – ANR and EWZ

(This is an excerpt from an article I originally published on Seeking Alpha. Click here to read the entire piece.) In July, I used ideas from Jeremy Grantham to lay out a case for taking advantage of a coming “commodities crash” to invest in and prepare for a future resource-constrained world: “Preparing for Profits in … Read more