Saturday, December 30, 2017

Barron's: Lead Looks Dead

By SIMON CONSTABLE

The market for lead is about to get an electric shock. And It’s unlikely to recover. It won’t be just falling prices; futures markets trading volumes will probably drop to levels that make transactions very tough to complete. Read more here.

Barron's: How Investors Can Ride a Rally in Commodities

By SIMON CONSTABLE
If inflation looks set for a comeback, a larger-than-average helping of materials, energy, and foodstuffs could help investment returns. 
“Energy, food, and materials are all key inputs into the inflation numbers,” says Will Rhind, CEO of exchange-traded fund firm GraniteShares in New York.
When inflation quickens, prices for those items will rally. But there are nuances that investors need to understand. Read more here.

Saturday, December 23, 2017

Barron's: Lumber Rally Will Be Felled

By SIMON CONSTABLE
It’s time to flee the trees. Lumber prices have rallied mainly for reasons that don’t seem sustainable for much longer. 
Active-month futures contracts for random-length lumber were recently trading at $435 per 1,000 board feet, up nearly 30% from $337 early last spring. Investors holding lumber-related futures should take profits. Those wanting to profit from a likely retreat in prices should sell May-dated contracts. Alternatively, they could write out-of-the-money call options with the hope that they expire worthless. Read more here.
Photo by Óscar Salgado on Unsplash

Tuesday, December 19, 2017

U.S. News: U.K. Deal With the EU May Help British Stocks

BY SIMON CONSTABLE

The U.K. is making real progress in its negotiations to exit the European Union, and its progress toward a successful Brexit presents an opportunity for savvy investors to get in on the action.
U.K. Prime Minister Theresa May struck a deal with the European Union that allows the country to start the next stage of talks about future post-Brexit trade deals. It comes after a year and a half of tough talk from both sides. Read more here.

Joe Piscopo Show: Bitcoin, Taxes...

By SIMON CONSTABLE


Monday, December 18, 2017

P.J. Media: Brexit-Lite Comes with Economic Pitfalls for Britain

By SIMON CONSTABLE

The UK could be about to take a wrong turn on international trade.
The problem is that a recent agreement struck surrounding the country’s exit from the European Union leaves a choice between an easy decision and a hard one. Unfortunately, making the hard decision will be best for long-term economic growth. Read more here.

Friday, December 15, 2017

Forbes: Why Business Leaders Shouldn't Mimic USA Today Editorial

By SIMON CONSTABLE

Earlier this week a USA Today published a blunt attack on President Donald Trump which does a great job of declaring how the paper feels.
The phrase catching most attention is the following:
[The president] is not fit to clean the toilets in the Barack Obama Presidential Library or to shine the shoes of George W. Bush.
However, I'd caution business leaders not to follow suit with broad generalizations about people and the paying jobs that they hold. Read more here.

Forbes: Even Leftist Scots Understand Low Tax Rates Are Better

By SIMON CONSTABLE

Scottish income taxes are going up, but not by much.
While any increase in what people must pay their government isn't genuinely welcome, there is some promising news hidden inside the announcement. Read more here.

Wednesday, December 13, 2017

U.S. News: Trading Bitcoin Is a Bad Way to Invest

By SIMON CONSTABLE

The surge in bitcoin prices is causing a buzz that likely won't end well for many. But what's happening serves as a useful and cautionary lesson for long-term investors.

In short, fun and investing don't mix well. Read more here.

Middle East Eye: Middle East economies trend upward as war against ISIS winds down

By SIMON CONSTABLE
Things are looking up in the Middle East.
Despite the long war against the so-called Islamic State (IS) group, the outlook for much of the region looks brighter.
Three broad factors are behind it: a rise in the price of oil to sustainable levels, a victory in the war against IS itself and improvements in credit availability, analysts say. There are some factors that are specific to individual countries as well. Read more here.

Monday, December 11, 2017

Forbes: Make Your Life Better Reading Howard Bloom

By SIMON CONSTABLE
By any standards, Howard Bloom has achieved great things. Scientist, publicist, and author barely begin to describe it. His latest book, How I Accidentally Started The Sixties, adds mightily to the oeuvre. It also has some lessons for the rest of us. Read more here.


Forbes: Why Bitcoin Still Isn't Money

By SIMON CONSTABLE

When Bitcoin futures started trading on the CBOE options exchange late Sunday, the crypto-currency joined the big leagues of financial instruments.
But, despite its name, it still isn't money. Read more here.
Photo by Kanchanara on Unsplash

Tuesday, December 5, 2017

U.S. News: How Rising Interest Rates Will Hurt the Stock Market

By SIMON CONSTABLE

It's all but certain that the Federal Reserve will increase interest rates, perhaps as early as this month and several times in 2018. And that will likely change the dynamics of investing in the stock market.
It may mean that investors should think about changing how much of their portfolio they should allocate to equities, and how much they have invested in bonds. Read more here.
Photo by Donald Giannatti on Unsplash


Forbes: 6 Reasons Bitcoin Futures Are Better Than Bitcoin

By SIMON CONSTABLE

Great news for Bitcoin fans, you'll soon be able to trade futures contracts in the cryptocurrency on the Cboe Options Exchange and also on the CME. Trading will start on December 11 and 18, respectively.
Even better news, they could be a better instrument than Bitcoin itself. Here's why:
Photo by Executium on Unsplash

Monday, December 4, 2017

WSJ: What Are Donor-Advised Funds?

By SIMON CONSTABLE

Some individual investors may not be familiar with donor-advised funds, which have certain advantages and are fast becoming a force within philanthropy.

“A donor-advised fund is a way for people to save money to give to a charity in the future but to get the tax deduction immediately,” says James Andreoni, professor of economics at University of California, San Diego. “It breaks the connection between when you donate and the timing of when the money goes to the charity.” Read more here.

Photo by Markus Winkler on Unsplash

WSJ: Give to Get: What Motivates Some Hedge Funds’ Charity

By SIMON CONSTABLE

What motivates hedge-fund managers to make charitable donations? 

A new study suggests that in many cases, the gifts appear to be more about business strategy than benevolence. Read more here.

Photo by Superkitina on Unsplash


WSJ: The Riddle of the VIX Decoded

By SIMON CONSTABLE

The VIX is the label people commonly use for the recently renamed Cboe Volatility Index. What else it is isn’t always clear to investors.

The problem is that the VIX has become something of a Rorschach inkblot, with people projecting meaning into the index that perhaps isn’t there, such as signs of an impending market crash. Read more here.

Saturday, December 2, 2017

Middle East Eye: US-Iran sanctions trial may hamper Turkey's struggling economy

By SIMON CONSTABLE

A bad economic situation is quickly deteriorating for Turkey.
Already the country is suffering from high inflation, big trade deficits and a plummeting currency.
And now a US sanctions-busting trial has cast a spotlight on the alleged corruption and malfeasance of the government in Ankara, which will make the matter even worse, analysts say. Read more here.