Commodities Corner: Recent Twists and Turns

By Paul Springer

Gold has been stealing the commodities limelight in recent months, but the glittering drama queen isn’t the only commodity worth watching. Summarizing some of the latest insights, trends, and analysis relating to “the other commodities”:

Hedge funds have had mixed results when they stocked up on commodities this year, but Reuters says funds are making money on relative value plays.

ZeroHedge: Rare earths get attention, the Chinese get frisky, and prices go up. Magic.

The Economic Times says it’s now possible to trade precious metals without running into trouble with Shariah law.

SeekingAlpha: New Peter Schiff book takes bearish gander at the dollar, gold, and just about everything else.

Benziga notes that options are coming for Platinum and Palladium ETFs, almost certainly adding volatility. Which is good, since these two metals haven’t been volatile enough lately…

The Wall Street Journal says big commodity players are finding themselves in need of bigger reservoirs of capital.

MarketWatch rolls out three ways to trade the run up in just about any commodity.

Moneylife: What’s causing volatility in the “soft commodities”?

Spero News profiles an United Nations group discussing the possibility of requiring big grain players to disclose information in order to curtail price swings.

AQR Capital Management says its new fund balances fixed income investments with riskier assets including commodities and stocks.

ShareCast: Oil and gold hit the “Up” button together. Generally speaking, this is not rare – a weaker dollar typically pushes both upwards. This time, it’s the disconnect between a rising price in the former and a moonshot in the latter that’s getting the attention.

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