GNR News and Press, SPDR S&P Global Natural Resources From 07/02/20

Recently, in my article " Natural Resources Equities: Preparing for Reflation and a Dollar Decline ," I outlined the case for the sector as an effective core portfolio holding to protect against the likelihood of reflation and a coming dollar decline, if not outright crash. Here, I analyze f...

These are unreal times. There is substantial risk of reflation and significant dollar devaluation due to recent and anticipated additional fiscal and monetary stimulus. Natural resources equities represent ownership in longstanding, successful businesses that produce real assets that are essen...

If you looked at the two different covers of The Economist for May 30, 2020, you saw the 100,000-death message on the American version, and you saw the Hong Kong security law depiction on the Asian edition. Internal content was mostly the same, but the lead stories reflected the world as the...

SPDR S&P Global Natural Resources ETF (NYSEARCA: GNR ) - $0.4833 . 30-Day SEC Yield of 3.88% as of May 28. Payable Jun 08; for shareholders of record Jun 02; ex-div Jun 01. More news on: SPDR Index Shares Funds - SPDR S&P Global Natural Resources ETF, Dividend News, News on ET...

Mining stocks are set to suffer today from tumbling metal prices, as stimulus measures fail to improve investor confidence over the rapidly deteriorating global economic outlook. More news on: Rio Tinto Group, BHP Group, Vale S.A., Commodities news, Stocks on the move, Top stock market new...

OIS Can Be A Slow Gainer The oilfield services industry is going through a bloodbath as energy demand forecasts are moving south while the production is slated to flood the market in the short term. In the current dynamics, Oil States International ( OIS ), apart from the commercialization...

Eldorado Gold ( EGO ) released its guidance for 2020 on the 20th February. I analyse the guidance below. My conclusion is that the company is still substantially undervalued. The company operates gold mines in Turkey, Greece and Canada. They also have undeveloped assets in Brazil, Romania an...

This is the story of how the Chinese central bank manipulates premiums on gold traded over the Shanghai Gold Exchange. Evidence suggests that since 2017 the Chinese central bank is artificially elevating premiums on gold traded at the Shanghai Gold Exchange ((SGE)) by roughly 0.5%. A Reu...

In " Mean Reversion + Valuation = Opportunity ," I discussed the case for caution, reversion to the mean, and a review of asset class valuations. The findings signaled potential opportunities within 11 equity asset classes. I also discussed why I think gold is an essential core portfolio compo...

The BlackRock Resources & Commodities Trust (NYSE: BCX ) with $880 million in assets under management is a closed-end fund that invests in companies with exposure to commodities. What's interesting here is that beyond simply energy producers and miners, BCX also holds stocks from other...