China's demand for Australian commodities is mainly driven by fixed asset investment, not exports. Join discussion...

An article on Bloomberg quotes an analyst at the Chinese futures broker Shanghai Oriental explaining that the metal investment by pig farmers and other speculators gives the impression of strong demand in China. "But it is actually those who take a pessimistic view of the economy and are looking to preserve their wealth who are buying." Join discussion...

There has been a significant divergence between the Baltic Dry Index and the stock market. However, sooner or later stock market expectations have to be matched with economic reality. Join discussion...

What does it say for demand for commodities if the run-up in the Baltic Dry Index to June was solely because of Chinese Stockpiling? Join discussion...

Read between the lines of this article: Price inflation is coming! Join discussion...

This could mean a temporary rally in the Aussie dollar as commodity prices make a rally. Whether this commodity rally is part of a sustainable bull market or not is a completely different story (which we doubt). Join discussion...

Monday, December 29, 2008 by Lee Lowell, Futures Options & Commodities Specialist, Smart Profits Report Welcome to the final installment of Commodities Join discussion...

Legendary investor Jim Rogers talked with Bloomberg yesterday about the outlook for the U.S. dollar, as well as his investment strategy and the commodity markets. Join discussion...

Alan Kohler is now very bearish. Join discussion...

Legendary investor Marc Faber appeared live in CNBC’s Hong Kong studios earlier today. Faber, who predicted the October 1987 U.S. stock market crash and the current financial crisis, talked about his U.S. investment outlook. Join discussion...