When growth starts to slow and inflation moves higher - that's the most unfavorable set of conditions. And that's exactly the market's nervousness right now.
The shares of the developer of liquefied natural gas projects could rally again but do involve risk.
They don't call natural gas the widow maker for nothing.
The trends have changed but many observers have not yet recognized the shift.
And now, coal is back.
Should these assets stop trying to be seen as currencies, and trade more like commodities, I'll become more involved.
Let's check out some charts and indicators of uranium miner Cameco.
The movements of oil, copper and the Australian dollar indicate the global economy may be in worse shape than anticipated.
Today we are faced with higher input prices and sticky inflation at a time growth is slowing.
Beef demand is the best in 30 years and the COW ETN is poised for a key upside breakout.