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.

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

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

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.

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.