Julian Murdoch

Julian Murdoch is a former staff writer of HardAssetsInvestor.com, which is now part of ETF.com.

Features and News

Gold Vs. Miners

It's a timeless question in commodities circles: milk vs. cow. And the question comes up more often in gold than anywhere else.
  • Getting at gold
  • Mining indexes for dummies
  • The pros and cons of equity

Features and News

Gold Vs. Silver Vs. Platinum

What do investors do when the world seems to be ending? Look for safe(r) havens.

  • A quick peek at precious metals
  • Demand drivers going forward
  • The bargain in gold miners

Features and News

Alcoa’s Bloodbath

It's earnings season, folks - not a time for those faint of heart.
  • A devil's brew of troubles
  • Demand (or lack thereof?)
  • The spin doctors

 

Features and News

Mosaic Crumbles

We thought fertilizer was looking weak in September, but this is ridiculous.

  • Mosaic's terrible, horrible, no good, very bad day
  • Honing in on the right P/E
  • What about the fundamentals? Do they even matter?

Features and News

China, Vale & The BDI

China and Vale are playing a game of high-stakes chicken with iron ore prices. How will it impact Vale's stock price?
  • Can Vale really negotiate a price increase in midstream?
  • What if China decides it can get its ore elsewhere?
  • Chicago-style hardball

Features and News

Nigeria, Royal Dutch Shell And Oil

There was a little war that started and ended last week. Don't worry if you missed it, there's sure to be another.
  • The endless Nigerian almost-war
  • ‘Force majeure'
  • P/E compression

Features and News

Is There Really A Commodities Bubble?

The ‘commodities bubble' has almost become conventional wisdom in the mass media. Maybe not.
  • Define ‘bubble'
  • The pro and con argument
  • A look at the charts

Features and News

The Baltic Bet

The shipping index has been decimated in the last few months, and there's a new ETF on the street. Is it time to buy?
  • The Chinese demand bet
  • Oversupply through 2015?
  • Required reading

Features and News

Fertilizer Is Looking Stinky

Potash is a great secondary agriculture play, but the stocks have been plummeting since summer.
  • Strong market dynamics
  • Canadian labor issues
  • The revaluation conundrum