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  1. Memo on Vale: Vertical Integration in Mining Drives Growth: Mr Cohen, Hi -- Over the past few months some hedge fundsa have... more »
  2. Mad Hedge Fund Trader on Brazilian ADRs to Benefit from Continued Dollar Weakness : vhu Hoping to beat the rush, I ordered my Rosetta Stone Portuguese... more »
  3. Rohan C. Pease on Fortescue: China Breaks the Iron Ore Monster: Positroll, thanks for the comments, I usually always learn from my... more »
  4. Positroll on Fortescue: China Breaks the Iron Ore Monster: Now I wonder whether FMG will try to buy into Moly Mines (Mol.ax ,... more »
  5. Tedi on Fortescue: China Breaks the Iron Ore Monster: The discount is 3 cents cheaper than the price settled by Rio... more »
  6. epeon on Fortescue: China Breaks the Iron Ore Monster: No doubt that the threat of throwing FMG subordinates in jail... more »
  7. Rohan C. Pease on Brazilian ADRs to Benefit from Continued Dollar Weakness : Ohh i meant to mention that CPL has underperformed the Bovespa... more »
  8. Rohan C. Pease on Brazilian ADRs to Benefit from Continued Dollar Weakness : Alan, I agree the currency itself is a great way to profit from... more »
  9. Alan Young on Brazilian ADRs to Benefit from Continued Dollar Weakness : These three are good companies, but why not EWZ and BRF ? For that... more »
  10. bbowen7 on Vale: Vertical Integration in Mining Drives Growth: I am also a Vale holder, believing in their overall strategy. ... more »
  11. Gravity404 on Vale: Vertical Integration in Mining Drives Growth: Rohan, Thanks for the info. I've been long VALE for many years and... more »
  12. Rohan C. Pease on Why I Would Sell Platinum and Buy Palladium: A month later.... Platinum is down 11.9% while palladium is... more »
  13. Lisa Reisman on Why I Would Sell Platinum and Buy Palladium: Good analysis! It will be interesting to see the effects of this... more »
  14. Rohan C. Pease on Why I Would Sell Platinum and Buy Palladium: From Bloomberg this morning: Platinum fell in New York, heading... more »
  15. GMiki1 on Why I Would Sell Platinum and Buy Palladium: I have heard they need to retool to change to palladium. I... more »