Alternatives to Fortescue Metal’s Nationalistic Fervor Over Iron Ore

(This is an excerpt from an article I originally published on Seeking Alpha on May 14, 2015. Click here to read the entire piece.) Now that the Australian Competition and Consumer Commission (ACCC) has cleared Andrew Forrest of violating laws against anti-competitive business practices, the CEO of Fortescue Metals Group (FSUGY) (FSUMY) wasted no time … Read more

A Bottom For Commodities – The Reserve Bank of Australia Says No; Fortescue Says Yes

(This is an excerpt from an article I originally published on Seeking Alpha on November 19, 2015. Click here to read the entire piece.) “…the changing nature of China’s development implies that the potential for commodity prices to rise from here is somewhat limited.” – Christopher Kent, Assistant Governor, Reserve Bank of Australia (RBA) at … Read more

Another Look At the Reinforcing Dynamics of the Iron Ore Industry

(This is an excerpt from an article I originally published on Seeking Alpha on November 16, 2015. Click here to read the entire piece.) Clyde Russell is a columnist who often writes about iron ore for Reuters. His latest piece, “Who’s behaving rationally in iron ore, steel? Everybody and nobody,” discusses some common themes and … Read more

The Australian Dollar Suffers Pressures From All Corners – Except Rate Expectations

(This is an excerpt from an article I originally published on Seeking Alpha on July 28, 2015. Click here to read the entire piece.) When I last wrote about the Australian dollar (FXA), it was wavering at the 0.74 support level against the U.S. dollar. More importantly, market expectations for an August rate cut from … Read more