Weekly Market Recap - HardAssetsInvestor.com Join Brad Zigler and Matt Hougan every week as they recap the week in the commodities marketplace. More than just stats and numbers, Brad and Matt will give you insights and commentary you just can't find anywhere else. http://www.hardassetsinvestor.com en-us Copyright Hard Assets Investor 10 Wed, 08 Sep 2010 11:16:10 Wed, 08 Sep 2010 11:16:10 webmaster@hardassetsinvestor.com Energy, Agriculture <![CDATA[George Jarkesy Jr.: Drastic Increase In Coal Pricing Coming]]> America West Resources’ director suggests how investors might take advantage of the bullish trend he sees developing in coal.]]> <![CDATA[The Environmental Cost Of Shale Gas]]> Natural GasPoliticians and analysts alike have pointed to shale gas as the solution to offshore drilling. But fracking comes with its own environmental costs. How should investors consider the space?

 

 

]]> <![CDATA[Matt McCall: Sizing Up Energy ETFs]]> Commodities expert and founder of Penn Financial Group Matt McCall shares his insights on how energy ETFs have fared in the wake of the Gulf Coast oil spill.

 

]]> <![CDATA[The Second Quarter’s Best And Worst Commodities]]> Which commodity (and its associated ETP) performed the best? (Hint: It wasn't gold.) Which performed the worst? We run the numbers to find out.

 

]]> <![CDATA[Wading Through The MLP Flood]]> PodcastTwo firms have recently filed for ETFs based on master limited partnerships, but could the best choice be something already on the market?

]]> <![CDATA[Deepwater’s Effect On Natural Gas]]> PodcastNatural gas has rallied in the weeks following the Deepwater Horizon disaster. What effect has it had on energy ETFs? Lara Crigger digs in.

]]> <![CDATA[Shawn Reynolds Of Van Eck: Buying Opportunity In Anadarko, Others]]> Van Eck's lead energy analyst sees legal liability for the Deepwater Horizon disaster sitting firmly with BP, and sees opportunity in Anadarko. Plus, opportunities in natural gas. ]]> <![CDATA[Stephen Schork: Why $65 Oil Makes More Sense Than $85]]> Stephen SchorkThe editor of The Schork Report shares his insights into oil's fundamentals, including why $87 is just too high to pay in this market.

 

]]> <![CDATA[Ken Medlock: Why We Can’t Give Up Offshore Drilling Yet]]> In light of the Deepwater Horizon accident, this energy expert and professor explains why offshore drilling is so crucial to our economy—and why it isn't going anywhere just yet.

 

]]> <![CDATA[Is The Natural Gas Market Heating Up?]]> With historic inventory levels and persistently low prices, can a bullish case for natural gas still be made?

 

]]> <![CDATA[The Fate Of Offshore Drilling]]> PodcastAs the oil slick in the Gulf Coast drifts ever closer to shore, what lasting impact could the disaster have on offshore drilling?

 

]]> <![CDATA[A Spread-Based ETF?]]> PodcastToronto-based BetaPro has launched the first pair of crude oil/natural gas spread ETFs. But is using ETFs to trade spreads a good idea?

]]> <![CDATA[A Floating Alternative To Nabucco]]> How a proposed natural gas pipeline could solve the European Union's current energy supply problems.
  • Romania as key entry point for natural gas
  • Nabucco vs. South Stream
  • Will Russia play along?
]]> <![CDATA[Chris Jylkka: Natural Gas Recovery Is ‘Relative’]]> The energy trader and principal of Boston Energy LLC gives us his updated outlook for the natural gas markets.
  • Why a warm summer could mean $5 natural gas
  • What the offshore drilling plan has to do with carbon
  • Why there's still money to be made in natural gas
]]> <![CDATA[Math Problems: Production In Natural Gas]]> Calculating StatisticsThe EIA is finally changing its natural gas statistics, amid accusations that it overstates domestic output. So will the fix give the commodity a sorely needed boost?

  • How the EIA calculates its statistics
  • Why shale gas changed the picture
  • What will happen to prices?
]]> <![CDATA[March Madness In Natural Gas]]> Natural gas is in a seasonal upswing—but how does the long-term picture look?
  • Should investors bet on seasonality?
  • How contango has eaten into returns
  • Why more supply has meant less contango
]]> <![CDATA[Energy ETFs: The Tracking Problem]]> Tracking ProblemInvestors often use energy ETFs as proxies for the energy markets, but how well do these funds really track their underlying commodities?

  • The problem with futures-based funds
  • Why you can't use USO and UNG as direct proxies
  • Does the 12-month solution work?
]]> <![CDATA[John Woods: Crude Oil To Retrace]]>

The VP of McNamara Options shares his current outlook on the petroleum markets.

  • How much do hedge funds move a market?
  • A new bull move, or trading action?
  • Natural gas as transportation fuel—just a pipedream?
]]> <![CDATA[The Best Way To Play Gas M&A?]]> With Exxon's acquisition of natural gas producer XTO Energy making headlines, editors Dave Nadig, Matt Hougan and Lara Crigger discuss whether ETFs are really the best way to play the natural gas M&A theme.


Podcast
]]> <![CDATA[Elliott Gue: How Investors Can Play Energy MLPs]]> The editor of MLP Profits shares his outlook on where this overlooked asset class is headed in 2010. 
  • The benefits of MLPs in a portfolio 
  • Which sectors he has his eye on right now
  • Is there more upside for 2010? 
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