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iShares S&P GSCI Commodity-Indexed Trust ETF (GSG)

  • Aug. 1, 2012, 8:18 AM
    A revision to the mean type of guy for most of his career, Jeremy Grantham continues a Malthusian turn in his old age, warning of decades of food shortages (last year's warning focused on metals, but all of a sudden the world seems oversupplied with those). Being a breadbasket, the U.S. will not be affected too badly, but poorer importers will see trouble.
  • Jul. 18, 2012, 12:10 PM
    Harvard is taking a shine to natural resources - particularly timber (WOOD, CUT) - maybe at the expense of private equity and hedge funds, according to the normally secretive endowment chief Jane Mendillo. Of distressed credit in Europe, she's interested, but notes it's the hot new investment area and will take a pass for now.
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  • Jul. 9, 2012, 10:42 AM
    A check of commodity performance (DBC) in H1 shows agricultural commodities (DBA) the top performer, despite steep falls in coffee (JO) and cotton (BAL), as the drought sends grains (JJG) soaring. Leading on the downside are the economically sensitive energy (JJE) and industrial metals (JJM) sectors.
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  • Jun. 28, 2012, 1:19 PM
    Investors are currently cautious on commodities, but expect better performance and a higher exposure to the sector over the coming year, finds Credit Suisse in a survey of institutional players and family offices. The difficulty now is the high correlation with equities - typically a selling point for commodities is their ability to deliver when stocks don't.
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  • Jun. 13, 2012, 2:20 PM
    BHP Billiton (BHP -0.2%), a natural resources bellwether as the world's largest miner, cuts its outlook for commodities prices over the next 3-5 years, FT reports, a move likely to cement the view that the decade-long commodities supercycle on the back of Chinese growth has peaked. BHP has already signaled greater discipline in its plans to invest ~$80B in new projects.
  • May. 14, 2012, 3:48 PM
    Continued strength in the dollar weighs on commodities, sending the CRB Index -1.2%, its fifth straight loss and eighth in nine sessions. Crude oil -1.3% at $94.76/bbl, natural gas -3.2% at $2.43 per MMBtu, gold -1.4% at $1561.10/oz., silver -1.9% to $28.35/oz. CRB is now -5.5% YTD, trading at its lowest level since Aug. 2010 and below its 10-year average price of 289.3.
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  • Sep. 29, 2011, 1:23 PM
    Commodities (GSG) jump up 1.9% following solid economic reports, paced by a 7.3% run in the price of sugar (SGG) over supply worries. No longer a real player in the sugar industry, Cuba marked the end of an era by closing down its Communist-era relic - the Ministry of Sugar - in an effort to improve its absymal harvest yields.
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  • Sep. 26, 2011, 10:12 AM
    The powerful uptrend line from the 2008 bottom in commodities and commodity currencies have both been broken at the same time, notes Barclays technical guru Jordan Kotick. It suggests to him the post-2008 recovery is over.
  • Jul. 12, 2011, 11:50 AM
    The S&P GSCI (GSG +0.1%) index of commodities is flat, but sugar prices jump +4% after the USDA releases its Agricultural Supply and Demand Estimates showing sugar stocks moving lower. (.pdf)
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  • Jul. 11, 2011, 5:40 PM
    State Street's June ETF Snapshot highlights several interesting asset allocation trends: Commodity funds were by far the biggest losers, dropping $5.4B in assets M/M (5.1%). Fixed Income ETFs were the biggest gainers (+$2.4B M/M, or 1.7%) in a month where ETFs lost $15.4B in assets (1.4%) on the whole.
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  • Jun. 3, 2011, 3:50 AM
    A sudden China slowdown could trigger a 75% plunge in commodity prices, S&P says. While it's unlikely China is in a bubble, it's "difficult to overstate the significance of China's presence" in global commodities markets, S&P says.
  • May. 6, 2011, 5:25 PM
    If the commodities bubble really is popping, that may not change the forecast for food - as grain traders are watching weather instead of tickers, and fundamental investors may see agriculture as "the odd one out, the attractive one in the bunch."
  • May. 5, 2011, 1:38 PM
    Checking in on the great commodities fire sale (or, if you prefer, "blood bath"): the CRB index down 4.1%. Silver (down 7.8%) leading PMs downhill: gold -2.7% to $1,474.70, platinum -2.6%; copper -3.3%. Crude is falling the most the in two years, -6.7% on NYMEX to $101.98. Natgas -6% to $4.302. About the only signs of life: lean hogs up 0.5%, and ethanol's flat.
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  • Feb. 28, 2011, 7:42 AM
    A draft OECD report suggests commodity prices haven't been rising because of speculators, but because global demand is growing faster than supply. The report could accelerate efforts to boost global output of commodities, and deflect criticism that the Fed's QE2 is stoking inflation.
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  • Feb. 16, 2010, 3:24 PM
    Sector ETF strength: Solar– TAN +4.7%. Heating Oil– UHN +4.1%. Steel– SLX +3.9%. Oil– USO +3.9%. Silver– SLV +3.9%. Coal– KOL +3.5%. Commodities– GSG +3.3%. Gasoline– UGA +3.1%.
    Sector ETF weakness: none.
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  • Feb. 8, 2010, 3:25 PM
    Sector ETF strength: Livestock– COW +1.7%. Homebuilders– XHB +1.5%. Agriculture– DBA +1.3%. Commodities– GSG +0.8%. Retailers– RTH +0.5%.
    Sector ETF weakness: Solar– KWT -4%. Gold Miners– GDX -3.4%. Financials– XLF -1.7%. Regional Banks– RKH -1.7%. Real Estate– IYR -1.6%. Coal– KOL -1.6%.
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Neither the Trust nor the Investing Pool is an investment company registered under the Investment Company Act. Shares of the Trust are not subject to the same regulatory requirements as mutual funds. Investments in shares of the Trust are speculative and involve a high degree of risk. You could lose all or a substantial portion of your investment in the shares of the Trust. Before making an investment decision
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