OPEC reached a deal aiming to reduce oil output, but it has many asterisks and caveats.
Energy firms are more productive and competitive than ever—but don’t count on surging profits.
Gold is just a commodity, and a volatile one at that.
As the UK’s steel industry takes another body blow, a look at why tariffs won’t help.
What to make of oil’s recent rally.
Oil’s big drop since 2014 seems to have clouded investors’ view of the US economy.
Investors seem too hot to trot for gold.
A widely watched gauge of global shipping costs hit a record low Monday. Here is some quick-hitting perspective.
How meaningful is oil and stocks’ recently high correlation?
A look at the various factors most pundits allege are behind this week’s volatility.
Some high-profile dividend cuts illustrate the danger of chasing yield.
Recent weakness in high-yield bonds doesn’t necessarily mean stocks are destined for a fall.
Though pitched as stable, high-yielding investments, master limited partnerships face tough sledding as oil tumbles.
Gold isn’t a reliable buffer during times of uncertainty.
Monday, Canadian voters hit the polls and delivered a new leader a surprise majority. But the broad headwinds facing Canadian stocks and its economy aren’t likely to change soon.
Oil markets appeared to make too much of two small news items Monday.
Fundamentals point to continued low oil prices.
With 2011’s bubble long since popped, silver doesn’t seem so sterling anymore.
What are you willing to pay for this mythological hedge?
The Iran nuclear deal doesn’t diminish Energy stocks’ many headwinds.
Diving into Energy stocks still seems premature.
Considering diving into Energy stocks? Better check the water’s depth.
The oil & gas industry is in a rough patch, but job layoffs there aren't a threat to the bull market or US expansion.
How are oil producers reacting to lower prices?
The hunt for a new safe haven to replace those just proven unsafe is on again.
When all news is bad, it's a sign stocks have more wall of worry to climb.
Is this time different for gold and silver?
Here is your user guide for oil-related hyperbolic news stories.
Is the high yield bond market giving clues about stocks' future?
Will OPEC’s decision not to reduce its output negatively impact US shale producers?
Working through some misperceptions surrounding lower oil prices.
Some say falling oil and metals prices are a sign global demand is sinking, but a closer look suggests the truth is much brighter.
What should long-term investors consider in the wake of gold’s worst quarter as a freely traded commodity?
What does gold’s recent fall mean for mongers’ precious metal?
If the US falls off the “dairy cliff,” will milk prices double?
The US government’s study on natural gas exports seems to have reached a sensible conclusion, though perhaps for just the obvious reasons.
Rising food prices likely lack the power to pick consumers’ pocketbooks or derail the global economy.
Why we don’t need the government to help direct a possible natural gas transition.
Tuesday was packed with news out of the Energy industry. Here’s a look around at some relevant headlines.
As the free-floating dollar turns 40, we survey the web’s reaction.
Rising demand from Emerging Markets consumers has had downstream effects on agricultural commodities. This bodes well for commodity capital expenditures.
Oil prices dropped yesterday on a surprise increase in supply from emergency reserves—but fundamentals seem to point to oil prices remaining firm.
OPEC left oil production quotas unchanged Wednesday, but the impact on markets is likely minimal and short term in nature.
Silver’s on a tear, but history suggests it’s both a poor inflation hedge and long-term investment.
Unrest in Libya could have a material impact on global energy supplies and prices.
|Some are again concerned with the rising price of oil—but higher prices are mostly a reflection of a growing global economy.|
|Gold and inflation may move in sympathy at times, but the relationship is more coincidental than causal. |
|Gold can be emotionally comforting when markets get volatile, but it boasts poor long-term returns compared to stocks. |
|China's aiming to further develop its futures exchanges—potentially opening a window to this important end market.|
|Even at $1,000 per ounce, gold isn't a harbinger of hyperinflation or financial panic…just a boring old commodity. |
|Oil's constricted supply, lengthy extraction process, and difficult distribution highlight the bullish prospects for the Energy sector. |
|Pipeline politics are leaving Eurasia and Europe in the cold. |
|Despite OPEC's pledge to cut oil production, some analysts are still predicting depressed oil prices for 2009. But such predictions typically don't hold water in the long run. |
|Despite a recent pullback in the Materials sector, supply and demand remains tight. |
|Falling oil prices have folks wondering if the long run for the energy sector is over. But prices remain high, and energy earnings are more resilient to lower prices than believed. |
|As tensions escalate in Georgia, the question is, beyond the human costs, should folks be concerned? |
|Higher production costs aren't necessarily directly passed on to the consumer.|
|Some folks fret lower oil and gas prices are a bad sign for Energy and the economy, but fundamentals still look nice. |
|When it comes to future inflation, it's not current prices, but price movement, that counts. |
|Oil endured its second biggest drop on record Tuesday…and "blame” was finally attributed to supply and demand, not speculators. |
|Record oil prices have intensified calls to expand offshore drilling in the US. But even if legislation is passed to allow it, drilling won't impact oil prices anytime soon. |
|Speculation is being blamed for high oil prices, but it's largely a political scapegoat.|
|Some folks think a slowing global economy means less demand for energy and, eventually, lower oil prices. But slow economic growth is still growth, and the world will demand more oil, not less. |
|Investors panic over high oil, forgetting today's high oil is a symptom of a growing economy. |
|Once foodstuff fodder, countries are suddenly turning to genetically modified organisms (GMOs) due to rising food prices concerns.|
|As food prices soar, fear of a global calamity elevates. But are rising prices a harbinger of doom or simply another sign of increasing global prosperity? |
|Headlines are making much of oil's new milestone, but price milestones are meaningless and tell us nothing about the economy or market direction.|
|Gold is the great inflationary predictor, and holding gold is a superb hedge against rising prices, recession, and bear markets.|
|What's really going on in the commodity markets? You'd be hard pressed to find a positive story on commodities lately, with pundits citing oil's decline, the lack of hurricane disaster, and calming tensions in Iran as reasons to turn bearish.||
Get a weekly roundup of our market insights.Sign up for the MarketMinder email newsletter. Learn more.