Posts by Seeking Alpha:

Is nickel a bellwether for copper?

Is this year’s worst-performing LME metal a canary in the coal mine for copper? And is there any hope in sight for nickel prices? Tolstoy once wrote, “Happy families are all alike; every unhappy family is unhappy in its own way.”

The dark side of the OECD oil inventory release

The IEA in Paris announed on Thursday a release of 60 million barrels from OECD inventories. The implications of this extraordinary action are not positive. Let’s first take a look at the most recent global production data, which shows the large downward move of supply coming into March 2011, from the loss of Libyan oil. IEA is pointing to this loss of supply as the prima causa for its decision.

Greece: it’s not Lehman

Stock market bulls bellowed yesterday as bourses around the globe rocketed higher. Several major European markets were up more than 2%, and the S&P vaulted 1.3% higher on the day. Unusually, bonds did notsell off with comparable ferocity, nor did commodities shoot drastically higher – indeed, gasoline fell more than 1% on the day.

The effect of gold on a diversified portfolio

With the continued upswing in the price of gold many investors are once again either wondering if they should buy, sell, or hold the metal in their investment portfolios. This article will examine the contributions made by the gold asset class to an investment portfolio allocated according to Modern Portfolio Theory (MPT).