Commodity Prices Bounce in April Led Again by Energy & Metals
New Pricing Forecasts:We included this month our new commodity price forecast table, which ranks key commodities based on their price potential to...
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Commodity Prices Mixed in March on Escalating Trade Concerns; Recommend a Narrower Focus
Our Recommendation – Narrow Focus to Select Commodities: Commodity pricing, which had been in a bullish trend since 1Q16, is being challenged by...
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US Soybean Tariff Avoided…for Now
Major Food Fight Avoided...: China’s counter-tariffs announced last Friday included sectors from nuts to pork and steel pipe, but avoided...
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Select Harvests Ltd: Pricing + Growth; Adding to Our List of Five Year Doubles
We are adding Select Harvests Ltd (SHV AU) to a list of commodity shares that we believe have the potential to double within five years....
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Aldi's Presence Makes a Return to Duopoly-Like Margins Unlikely
The Australian grocery industry continues to evolve and everyday dry groceries are likely to become even more commoditised. Aldi re-established the...
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