SWC

2012 Will Begin with Several Candidate Trades for the Commodity Crash Playbook

This is an excerpt from an article I originally published on Seeking Alpha on December 28, 2011. Click here to read the entire piece.) The Federal Reserve’s second phase of quantitative easing (QE2) is slowly becoming a distant memory…{snip} The stark contrast between winning and losing stocks (S&P 500 index versus many commodity stocks) leaves … Read more

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

Profiting from Physical Assets in a Resource-Constrained World – Rules and Picks (Part 2 of 2)

(This is an excerpt from an article I originally published on Seeking Alpha. Click here to read the entire piece.) {snip} This piece is a follow-up post to “Preparing for Profits in a Resource-Constrained World” (Part 1) in which I discussed the implications of Jeremy Grantham’s fundamental thesis of a new world where resources are … Read more