As demand for copper remains robust and with reliable supplies in doubt, it's time for investors to revisit a stock we last covered when it was trading more than three times lower than it is now. Priced at just one times projected annual revenue, close to permitting, and more advanced than recent copper acquisitions, this is a semi-value play to do more homework on.
Gold's tumble toward $850/oz is straining the charts. Does it portend cheaper oil as the amount of gold required to buy a barrel of oil rises to its highest level in 2.5 years? How to reconcile real interest rates matching their lowest negative levels in 4 years?
India's government seems determined to undermine Mumbai's nascent position as a regional and global commodities trading giant. Why make it so easy for China? And why threaten consumers with higher prices and disrupted supplies?
U.S. airlines are presenting a united front in calling for action against "speculation" in the oil market, and blaming it as the cause for high prices. Where were the airlines when speculators drove oil to $9/barrel?