Over the last month, we have experienced a major selloff across nearly every asset class. The S&P 500 is down by 9.4%, while bonds are also down evidenced by the 6% drop in the iShares 20+ Yr Treasury Bond ETF (TLT). In the commodity complex, the picture is more mixed. Gold is down by 8%. There is also weakness in…
Higher oil prices mean higher share prices for these stocks. Most of the best-performing stocks of 2022 up to this point are highly exposed to the red-hot energy market. Russia’s invasion of Ukraine has sent oil, natural gas, coal and other commodity prices soaring, creating an earnings tail wind for many energy sector stocks. Stocks that are highly correlated to oil prices…
These seven commodity stocks offer at least 3% dividend yields. Throughout the 2010s, commodities were left for dead. The great Chinese super-cycle ended, and as demand for copper, steel and other building essentials diminished, the whole commodity space went into an extended hibernation. By about 2019, most commodity stocks barely showed a pulse. But things have changed. The pandemic and…
Gas prices topped $4 a gallon Sunday and are headed higher as oil hit $125 a barrel early Monday after briefly flirting with $140 in overnight trading as the White House considers an import ban on Russian energy. The escalating war in Ukraine is playing havoc with world currency and commodity markets and that is most commonly felt in the…
The energy sector has had a rough year – and the five energy-focused closed-end funds highlighted in today’s article have gotten beaten up right along with it. For the contrarian investor, then, the author of today’s article advises that “if you think 2018 is going to be oil’s year and you want a big income stream while you wait for…
“It’s a commodity that’s been on the slippery slide for the past four years and it’s making a remarkable recovery.” This is what one analyst cited in today’s article had to say about the resurrection of coal – a resurrection that the article’s author believes “may have further room to run.” To read about the factors that have contributed to…