Baltic Dry Freight Rates - where is the trade?

When trade goes up, there is more demand for shipping. Of course, if there is an over-supply, the rate can still fall even on more trade. Ne...

Long/short portfolios - the smarter commodity trade

Commodities are not like other asset classes. They will be affected by different factors from stocks and bonds. This is one of their key att...

Long-only commodities - the worst asset allocation decision of the decade

There will be fads in asset management industry just like the fashion industry. Look back at the fashions in the 70's or 80's and yo...