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HEADLINES:

Commodities Poised To Rally?
Cam Hui • Mon, May 20 • 6 Comments
Silver: A Mere Metal?
John Overstreet • Mon, Apr 29 • 7 Comments
Gold: A Bright Shining Lie?
John Overstreet • Thu, Apr 18 • 231 Comments
Commodities Have (Almost) No Place In Your Portfolio
Cullen Roche • Mon, Apr 15 • 12 Comments
Are Bonds Signaling A New Bear Market? Keep An Eye On Japan
John Overstreet • Mon, Apr 8 • 20 Comments
Why This Bull Will Probably Keep Running For At Least Another Year
John Overstreet • Tue, Apr 2 • 79 Comments
Evaluating 'Better Beta' In Commodity Related Funds
Hard Assets Investor • Thu, Feb 7
Commodities Just Hit A 10-Year High - And There Are More Gains To Come
Oil & Energy Daily • Thu, Feb 7 • 3 Comments
Record ETF Inflows In 2012 See U.S. And Emerging Market Equities As Biggest Winners
Deborah Fuhr • Thu, Jan 3 • 1 Comment
Commodity ETFs To Implement Goldman Sachs' Bullish Outlook
Tom Lydon • Fri, Oct 5, 2012
Not Your Father's Commodity Markets
Dr. Stephen Leeb • Tue, Jul 3, 2012 • 6 Comments
Why Conventional Commodity Indexes Will Likely Disappoint
Morningstar • Wed, Feb 29, 2012 • 7 Comments
PPI Of Durable And Nondurable Goods
Ivan Kitov • Wed, Feb 29, 2012
WASDE: An Agreement Between USDA And Consensus
T. Marc Schober • Thu, Feb 9, 2012 • 2 Comments
What The Next Decade Holds For Commodities
Frank Holmes • Wed, Jan 18, 2012 • 2 Comments
Top 5 Commodity ETFs Of 2011
Jared Cummans • Fri, Dec 30, 2011
The 5 Most Active Commodities Of 2011
CommodityHQ • Tue, Dec 13, 2011
Finding The Right Structure In Exchange-Traded Products
Michael Johnston • Mon, Dec 12, 2011
Should You Own Underlying Commodities Or Producers?
Dr. Stephen Leeb • Wed, Dec 7, 2011 • 4 Comments
Gold Vs. Broad-Basket Commodity Exposure: Timeframe Is Key
Morningstar • Wed, Oct 26, 2011 • 6 Comments

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Commodity Market Update: Industrial Demand at All-Time Highs
Ananthan Thangavel • Tue, Apr 12, 2011
Commodity ETFs: Handling the ‘Quirks’ in Commodity Trading Patterns
Tom Lydon • Wed, Apr 7, 2010
S&P GSCI Index: Free Fall or Parachute Drop?
Hard Assets Investor • Sun, Feb 8, 2009 • 3 Comments
Look Before You Leap Into New "Smart Indexes"
Hard Assets Investor • Mon, Oct 8, 2007

Commodities Poised To Rally?
Cam Hui • Mon, May 20 • 6 Comments
Silver: A Mere Metal?
John Overstreet • Mon, Apr 29 • 7 Comments
Gold: A Bright Shining Lie?
John Overstreet • Thu, Apr 18 • 231 Comments
Commodities Have (Almost) No Place In Your Portfolio
Cullen Roche • Mon, Apr 15 • 12 Comments
Are Bonds Signaling A New Bear Market? Keep An Eye On Japan
John Overstreet • Mon, Apr 8 • 20 Comments
Why This Bull Will Probably Keep Running For At Least Another Year
John Overstreet • Tue, Apr 2 • 79 Comments
Evaluating 'Better Beta' In Commodity Related Funds
Hard Assets Investor • Thu, Feb 7
Commodities Just Hit A 10-Year High - And There Are More Gains To Come
Oil & Energy Daily • Thu, Feb 7 • 3 Comments
Record ETF Inflows In 2012 See U.S. And Emerging Market Equities As Biggest Winners
Deborah Fuhr • Thu, Jan 3 • 1 Comment
Commodity ETFs To Implement Goldman Sachs' Bullish Outlook
Tom Lydon • Fri, Oct 5, 2012
Not Your Father's Commodity Markets
Dr. Stephen Leeb • Tue, Jul 3, 2012 • 6 Comments
Why Conventional Commodity Indexes Will Likely Disappoint
Morningstar • Wed, Feb 29, 2012 • 7 Comments
PPI Of Durable And Nondurable Goods
Ivan Kitov • Wed, Feb 29, 2012
WASDE: An Agreement Between USDA And Consensus
T. Marc Schober • Thu, Feb 9, 2012 • 2 Comments
What The Next Decade Holds For Commodities
Frank Holmes • Wed, Jan 18, 2012 • 2 Comments
Top 5 Commodity ETFs Of 2011
Jared Cummans • Fri, Dec 30, 2011
The 5 Most Active Commodities Of 2011
CommodityHQ • Tue, Dec 13, 2011
Finding The Right Structure In Exchange-Traded Products
Michael Johnston • Mon, Dec 12, 2011
Should You Own Underlying Commodities Or Producers?
Dr. Stephen Leeb • Wed, Dec 7, 2011 • 4 Comments
Gold Vs. Broad-Basket Commodity Exposure: Timeframe Is Key
Morningstar • Wed, Oct 26, 2011 • 6 Comments

There are no Transcripts on GSC.

How to Buy...: How to buy ... futures

at MarketWatch.com (May 10, 2012)
How to Buy...: How to buy ... commodities

at MarketWatch.com (May 10, 2012)

GSC vs. ETF Alternatives

GSC Description

The investment replicates, net of expenses, the S&P GSCI Enhanced Commodity Total Return Strategy Index. The index reflects the total returns that are potentially available through an unleveraged investment in the same futures contracts as are included in the S&P GSCI.

Key Info

In Your Portfolio: A Guide to Commodity ETFs and ETNs
Asset Class Performance: Commodities

All
| Earnings
| Dividends
| M&A
| On the move

Wednesday, May 8, 2:52 PM The recent selloff in commodities (DBC) is not a correction, says Stan Druckenmiller, now on stage at Ira Sohn, but instead the end of the supercycle. Avoid commodity markets - Brazil (EWZ, BRF, BRL), South Africa (EZA, SZR), Canada (EWC, FXC). "Frankly, I'd short the aussie (FXA)." His largest equity holding? "I can't imagine a better position than Google (GOOG)" - selling for 16x earnings and no exposure to China. 4 Comments [Quick Ideas]
Monday, May 6, 8:31 AM The commodity boom (DBC) is over, writes Morgan Stanley global macro chief Ruchir Sharma, as massive overinvestment - mostly to feed China's voracious demand - comes online just at the time said demand becomes considerably less voracious. Not only are China and emerging markets in general slowing, but the countries are striving to become more efficient (USO) as well. "If historical pattern holds, we are now entering a long period of falling commodity prices, which could last two decades." 2 Comments [Commodities]
Wednesday, May 1, 10:41 AM Commodities are lit up bright red as weak economic data (here and in China) is a good excuse to end the bounce of the last few sessions. Gold (GLD -1.8%), Silver (SLV -3.6%), WTI Crude (USO -2.6%). Copper (JJC -3.3%) moves to its lowest level in about 18 months at $3.08/lb. The metal hasn't had a 2-handle since the start of 2011. Broad commodity gauge (DBC -1.8%). 5 Comments [Commodities, On the Move]
Friday, April 12, 3:01 PM It's "death bells" for commodities, says Citigroup, calling 2013 the year in which it's realized the commodity supercycle is over and a new era in which the relative performance of how "stuff" performs against each other and other assets is what matters. Specifically on oil, Citi calls Q1's move higher without merit and expects the recent downtick in prices to continue. 70 Comments [Commodities]
Thursday, April 4, 3:17 PM BNP Paribas will close its lone ETF, BNPC, on April 12 as it failed to generate significant investor interest in the 10 months since it launched, gathering roughly $20M in AUM. More popular commodity funds that could gain assets as a result of the closure (expense ratio in parenthesis) are DBC (1.26%), USCI (0.95), GSC (0.85) and RJI (0.75). Comment! [Commodities]
Monday, March 11, 8:24 AM Speculators cut net long positions in commodity contacts by 9.2% last week, according to CFTC data. At 406K contracts, it's the lowest net long position since the epic March 2009 bottom. Not surprisingly, the positioning is following the trend in commodity prices, which have tumbled over the past few weeks. Goldman last week: Buy the dip. DBC thus far this year. 3 Comments [Commodities]
Friday, March 8, 7:06 AM Buy the dip in commodities, says Goldman, raising its 3-month outlook for raw materials after the recent price dip. "The recent selloff in commodities on worries about Chinese growth is overdone in our view and we upgrade to overweight on a 3-month horizon," says the bank's commodities research chief. DBC -2.4% YTD. Comment! [Commodities]
Wednesday, February 20, 11:28 AM Non-agricultural commodities sell off sharply across the board. GLD -1.4%, SLV -2.3%, USO -2%, JJC -1.1%. Lumber futures -2.5%. Chatter circulates of a troubled hedge fund being forced to exit. Broad commodity ETF: DBC -0.9%. 10 Comments [Commodities]
Wednesday, February 6, 11:36 AM Institutional investors pull back from commodity bets as the sector fails to deliver on its key appeal as an effective hedge against volatile stocks. Influential Calpers - which led the way into commodities a decade ago - leads the way out, pulling 55% of its holdings after years of losses. DBC flat Y/Y. 2 Comments [Commodities]
Wednesday, January 30, 11:10 AM This just in, commodity prices are falling, writes technician Michael Kahn. The CRB index is lower now than when the Fed launched QE∞ in September, and down 18% over a roughly 2-year period. Though still in tight supply, the grains (JJG) are off 16% since late summer, and softs like coffee, sugar, and cocoa are in multi-month bear markets. 4 Comments [Commodities]
Wednesday, December 26, 2012, 4:14 PM Corn has delivered the best 2012 performance of ten major commodities tracked by Bespoke: buoyed by strong Asian demand, its price has risen 17.3% YTD. Coffee has delivered the worst performance, declining 34.8% - expect that drop to provide a nice 2013 lift to the margins of SBUX, DNKN, and other coffee chains, as it becomes reflected in new contract prices. Oil is down 8%, its first annual decline since '08. 7 of the 10 tracked commodities are up on the year. Comment! [Commodities, Consumer]
Thursday, December 6, 2012, 4:44 PM The commodity super cycle has entered has entered a "renaissance" period, says Goldman, in which prices may not go a lot higher, but markets in "backwardation" - near-term prices greater than those further out - will create the opportunity for "significant investment returns." Comment! [Commodities]
Tuesday, December 4, 2012, 5:57 PM Phosphorus: The finite supply of it is why Jeremy Grantham predicts a grim future for much of the world's population. As production of the critical ingredient for fertilizer drops, so will crop yields, which will threaten the ability to feed the world's population. Grantham thinks the finite supply of fertilizer and limits of crop yields already are starting to affect food prices. 6 Comments [Commodities, Global & FX]
Monday, December 3, 2012, 4:57 PM The commodity supercycle isn't over yet, writes Ambrose Evans-Pritchard, pointing to a contrarian RBA study arguing China's heavy consumption of key metals and oil is just getting underway. Consider how well the prices of these commodities have held up in 2012 despite slumping worldwide growth, especially in China. Toss in central banks printing away ... do you really want to sell commodities now? DBC +5% YTD. Comment! [Commodities]
Monday, November 19, 2012, 11:33 AM The commodity super cycle is over," says Ed Morse, head of commodity research for Citigroup, and even heavy central bank printing isn't bringing it back. "No longer will a pure long-only strategy bring in the returns expected in 2002-08. Nor will conditions approximating those of the last decade return any time soon." DBC +2.4% Y/Y. Comment! [Commodities]
Friday, November 16, 2012, 9:32 AM Industrial metals prices are set to rally into the middle of 2013, says Westpac's Justin Smirk, who has the hottest hand in forecasting of late. He's keeping it simple: Easy money in the U.S. and Europe will combine with a rebounding Chinese economy. Copper, zinc, nickel, and aluminum are all headed higher. Comment! [Commodities]

Randall Reese
Chapter 11 Filing Alert: GSC Group, Inc. (formerly Greenwich Street Capital Partners, Inc.) http://tinyurl.com/26sk94h
9/1/10
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Nicholas Marshi
GSC Investment (GNV) describes genesis of Saratoga offer and full terms of equity investment.
5/13/10
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Nicholas Marshi
Snippets: GSC Investments (GNV) sells minority stake to Saratoga Investments and brings in new financing but at too bargain basement price
4/15/10
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Patrick Harden
GSC Investment Corp. (GNV) agrees to extremely dilutive recapitalization transaction; GNV will change investment manager and name.
4/15/10
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Nicholas Marshi
Noticing that GSC Investments (GNV) continues to trade up in a very down market for financials. Ditto for ACAS. Both in play ?
1/21/10
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Nicholas Marshi
GSC CC: Will begin accruing CLO back at 11% from next to nothing. CC over after 2 questions !
1/15/10
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Nicholas Marshi
GSC CC: CLO to pay GSC senior and sub management fee $529K + $729K (?) prior q fees. Still accrued and unpaid $97K.
1/15/10
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Nicholas Marshi
GSC CC: Borrowing base lower due to excess concentration issues despite upgrades in individual names during q. No new CCC downgrades. Good.
1/15/10
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Nicholas Marshi
GSC Conference Call: Post CTL 3 restructurings successfully completed. Good.
1/15/10
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Nicholas Marshi
GSC Conference Call: Watch List down from 17 to 16 companies. Made gain post q selling 2 portfolio cos
1/15/10
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