Commodity ETFs

Pairs Trade in Gold Funds Works Out Beatifully – Sprott PHYS vs. GLD

May 26, 2010

Today, the Sprott Physical Gold Trust (PHYS) completed a follow-on offering of trust units at $11.25 per unit.  This was performed in order to acquire physical gold bullion in accordance with the Trust’s objective and subject to the Trust’s investment and operating restrictions.  In other words, the big selling point of this closed-end fund is […]

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Pairs Trade to Exploit NAV Premium in Physical Gold Fund vs. GLD

May 10, 2010

There’s an intriguing anomaly forming between two gold exchange traded products that should, in concept track virtually simultaneously with the spot price of gold bullion save for minor fluctuations in NAV and management fee differences.  While (GLD) is most familiar to many retail investors looking to mimic changes in the price of gold bullion, there […]

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6 Precious Metals ETFs to Play a Weak Dollar Secular Trend

March 12, 2010

Precious Metals ETFs may play an important role in this environment.  After years of a slowly deteriorating US dollar, the greenback found some footing during the financial crisis and is now benefiting from the financial woes in Greece which may well boil over into other Euro-zone countries.  However, this near term calamity doesn’t address the […]

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1 Year Post-Crash: Biggest Winners and Losers by Country, Sector

March 9, 2010

It was one year ago today that the complete capitulation of retail and institutional investors alike ended and on March 10, 2009, the money started pouring in again.  During that time, virtually all asset classes rocketed up with annual gains that haven’t been seen in decades.  For investors savvy enough to either stay the course […]

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Lumber Stock Breakout – This Timber ETF is on Fire

February 16, 2010

Timber prices have been on fire over the past year more than doubling the return of the S&P500.  The most direct play on lumber prices without trying to buy forests yourself is the ETF based on the Claymore Beacon Global Timber Index, which goes by the ticker (CUT) and invests in stocks that benefit from […]

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Platinum ETF Begins Trading – Finally, the Real Thing

January 8, 2010

Investors can finally rejoice in the ability to invest in the first real Platinum ETF that will hold the underlying commodity and remove tracking error, solvency risk and other detriments that accompany exchange traded notes (ETNs) that cover platinum currently.  The existing ETNs tracking platinum relied on futures contracts, which often insert tracking error due […]

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Commodity ETF Inflows More than Doubled in 2009

January 6, 2010

Wednesday, the National Stock Exchange (NSX) announced that commodity ETF inflows totaled $30.1 billion in 2009, up from $13.4 billion in 2008.  This portends a trend of retail investors plowing money into commodities via ETFs given wider availability and constant bombardment from the media on the ever weakening US dollar and its impact on commodity […]

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