Potash (POT) Raises Guidance
Reader Abraham notified me that Potash (POT) raised guidance after the bell.... hold on, need to get this egg off my face to read the press release.

Category: Fundamental Analysis Tags:
Bookkeeping: Closing Potash (POT) - Will Look to Deploy into Another Commodity
I only have 2 commodity plays and I am disappointed in the relative performance of Potash (POT) of late. I had mulled moving into an iron ore (CLF) stock or coal stock over the past month and in retrospect that would of been a very smart thing to do but missed the boat. Considering the price increases announced lately in those spaces, the potential for very nice upside in earnings is strong while the fertilizer market is more or less ho hum right now. With that said,

Category: Fundamental Analysis Tags:
BHP Billiton (BHP) Pushes Through 55% Increase in Coking Coal Prices, Quarterly Pricing - Iron Ore Also Potentially Set to Soar
Some interesting developments late last week in the "steel making components" sector; coking coal and iron ore. BHP Billiton (BHP) was able to push through a 55% increase with JFE Steel (Japan), and move from annual pricing to quarterly pricing - I am not sure which of those two is more striking. While the duration of the contract is a potential game changer, the fact such a strong increase in price can happen when the w

Category: Fundamental Analysis Tags:
Shades of October 2007: SinoCoking Coal and Coke Chemical Industries (SCOK)
So who had this one in their portfolio under $10, 2 weeks ago? or under $5, 3 weeks ago?
It's starting to feel all October 2007 again with the speculative ramps in Chinese no names...

Category: Fundamental Analysis Tags:
National Suicide: Washington Destroying American Dream
What an interesting mix of guests were booked for the most recent episode of “Turning Hard Times Into Good Times”. We had a well educated author that believes our universities are turning our people into non thinking socialists. Also, a precious metals coin dealer and a president of a junior coal miner.
Since Nixon took us off the international gold standard in 1971, spending by the U.S. government as well as individuals and corporations has run amok.

Category: Fundamental Analysis Tags:
Monday links: media slant
Like February investors should expect more choppy asset class returns. (Capital Spectator)
Movements in the CBOE put-call ratio have been effective in identifying turns in the S&P 500 the past year. (VIX and More)

Category: General Market Tags:
Siddharth Rajeev: Don’t Count Out Old King Coal Yet
Source: Interviewed by Karen Roche, Publisher, The Energy Report
Siddharth Rajeev, vice president of research for Fundamental Research Corp., talks about several of the bright spots he sees on the economic horizon in this exclusive interview with The Energy Report. Sid anticipates: recovery in 2010, with rising interest rates by the end of the year. . .longer-term growth in demand for uranium, which this year’s commodity corrections somehow managed to overlook. . .continuing strength for rare earth metals as applications expand in electronics and alternative energy. .

Category: Fundamental Analysis Tags:
Top 100 Commodity, Materials and Energy ETF’s

Category: Fundamental Analysis Tags:
China Overcapacity, The Decline of A Nation, Currency Trading
A Wave of Steel: If China isn't using as much steel as we thought, what's happening to stockpiles of copper, coal and iron ore?

Category: Technical Analysis Tags:
WSJ: India Joins China in Global Hunt for Commodities
A few weeks ago we noted the world's largest coal producer, Coal India, was on the hunt for global assets to expand their reach. [Feb 12, 2010: WSJ - World's Largest Coal Producer Has $6 Billion in the Bank and is on the Prowl for Assets] It appears this is now part of a broader national strategy mimicking what China has been doing the past half decade+.

Category: Fundamental Analysis Tags:
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