Rohan C. Pease

Chinese Iron Ore Purchases No Longer the Only Driver to the Baltic Dry Index

Kudos on a great article!

Supply Side for Copper: A Game Changer in 2010?

Valuation, Valuation, Valuation. I owned PCU at $18 this year and recently sold my stake. PCU and FCX have $3/lb for 2010 priced in to the stocks already. If you go long PCU at this level, you should expect copper to exceed $4/lb by next year to make any significant return.

Is There an Opportunity in First Solar?

Thanks for the well balanced and concise article on FSLR's earnings.

How Apple's Market Share Will Propel Stock to $500, Part 1

Hat Tip to Jason for making myself alot of money with his bold calls. Thank you for you exciting and insighful analysis.

How Apple's Market Share Will Propel Stock to $500, Part 1

To many who doubt that a $500 target is unattainable, I must remind you that there were many who said the bery same thing when GOOG was trading around $150, now look at were GOOG stock is.

In my mind Apple with its innovation (Iphone, Macbook, and the upcomming tablet) share a common theme with GOOG, which is they both encompass enormous trends that are forming a new technological landscape. If you ask me, I think in 5 years, we will look back and think $500 was at the low end of the range.

The Stealth Commodity Index

Thanks for the insight, I believe your prop. index is very clever and useful.

Money Supply: The Myth of Hyperinflation

Thanks, great article. I follow Money supply and that measurement is primarily what got me into Financials in late April.

I think the FED balance sheet could double from here and we wouldn't see the hyperinflation all the pundits talk about.

Oil Inventory Report Fuels a Market Rally

Thanks for the analysis. I believe that oil and gold rising are tied to inflationary pressures, however I am bullish on platinum and copper as these indicate that real economic demand is moving upward.

My current trade is long platinum and short gold, which has yielded a gain of 4.5% since July 16th when I recommended the trade.

Yesterday Bloomberg released an article indicating that demand for Gold in July dropped due to Jewlery demand. It is my belief that supply restrictions and auto industry stabilization (Ford increase production) will drive platinum higher to around 1400, and short gold is my hedge as I see it running into resistance at 970.

I would stay long oil as an inflation hedge if it can stay above $70 during next weeks trading sessions.

Fortescue: China Breaks the Iron Ore Monster

Positroll, thanks for the comments, I usually always learn from my readers. Moly would be a good idea since the other large producer of the steel strengthener is FCX. I believe the metal has good margins when steel pricing picks up.

Brazilian ADRs to Benefit from Continued Dollar Weakness

Ohh i meant to mention that CPL has underperformed the Bovespa index this year rising approx 15% during the Bovespa's 48% rise this year. I think its time for it to play catchup as the upcomming mergers will be the catalyst.

Brazilian ADRs to Benefit from Continued Dollar Weakness

Alan, I agree the currency itself is a great way to profit from the Brazilian economy. I particularly like CPL, its a great utility co. (I work for one myself) which has tremendous ability to grow thru aqs. and pays a nice dividend.

Or if dividnend protection is what you are looking for then why not just invest in the government debt. It pays a lofty interest cupon, the highest of the emerning nations, except Argintina, but if you haven't heard this morning, the Kirchner regieme underreported inflation. One of many frauds to drop from that family.

Verso Paper: Breaking Out from the Brink of Death

Great analysis, thanks for the reccomendation.

Case Shiller Index Has First Monthly Increase Since 2006

Hunter GVL,

I don't think your accurate about another $10T of mortgage failures, the entire residential mortgage market in the US beofe the crisis was $14T and commerical real estate which everyone is so worried about casts a shadow of $2T.

Source: Goldman Sachs

Since the financial crisis began, more than $32B has flowed to the two largest online brokerages - TD Ameritrade (AMTD) and Charles Schwab (SCHW) - and more than $100B has been pulled from full-service brokerages like Smith Barney (C) and Merrill Lynch (BAC).

OWN ETFC!!!

Base Metals Forecast: Sharp Steel Slowdown, Iron Ore Overcapacity

From Rio Tinto's earnings conference call it looks as if those FORECASTS are a bit flawed. Goldman Sachs conference call with head of commodities Jim Oneil spoke a couple months back about the increased growth in China and how that will buoy golbal GDP in the second half of 2009 and into 2010. Every week that passes by confirms that fact. Long Vale and FSUMF shares.