Extreme weather and financial markets : opportunities in commodities and futures
著者
書誌事項
Extreme weather and financial markets : opportunities in commodities and futures
（Wiley trading series）
John Wiley & Sons, c2012
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注記
Includes index
内容説明・目次
内容説明
The positive effects of climate change on the market Record-setting snowfall, cyclones in Australia, chronic drought in Russia, and other dramatic weather events are getting increased attention from scientists and the general public. The effects of climate change present challenges to many sectors, but also present major investing opportunities in the stock, bond, and futures markets. Extreme Weather and The Financial Markets looks at climate change from an investor's standpoint. The climate change debate is somewhat irrelevant to those in the financial industry, since we already live with more than enough extreme climate events to impact the financial markets. To the extent that environmental scientists are correct and global climate change is real and getting worse, the more investment opportunities we have The book presents investment ideas that will work under today's global climate condition and will become even more lucrative if global climate change continues Written by Larry Oxley, an acclaimed author who has personally outperformed the index in the Basic Materials sectors (i.e. chemicals, metals, mining, and forest products) for each of the last five years--in both good and bad markets and throughout the global recession--in a portfolio of nearly $2 billion Focusing on the investment opportunities during dramatic weather events, Extreme Weather and The Financial Markets offers advice on how to capitalize on global climate change.
目次
Preface xi Acknowledgments xiii CHAPTER 1 Commodities and Their Current Stories 1 Jackpot Commodities 5 Neutral Commodities 26 Big Problem Commodities 37 Other Limited Opportunity Commodities 40 CHAPTER 2 Where to Invest: Stocks, Bonds, or Futures? 41 CHAPTER 3 Global Climate Shock Number One: Excess Snow and Ice 51 Salt 51 Snow Blowers 53 CHAPTER 4 Global Climate Shock Number Two: Flooding Mines 55 Metallurgical ("Met") Coal 56 Iron Ore 59 Copper 62 Silver 64 Aluminum 66 Nickel 68 Platinum 71 Palladium 75 Rare Earth Elements 78 Potash 80 Mining Equipment Makers 82 CHAPTER 5 Global Climate Shock Number Three: Farmland Droughts, Floods, and Frost 87 Sugar 88 Coffee 89 Cotton 90 Cocoa 91 Corn 92 Soybeans 93 Wheat 93 Oranges 94 Tying Together All of the Agricultural Commodities 95 Fertilizers 103 Seeds and Agricultural Chemicals 105 Farmland Equipment Makers 108 CHAPTER 6 Global Climate Shock Number Four: Hurricanes and Tornadoes 111 Independent Natural Gas Producers 111 Oil 117 Remaining Stocks to Benefit in Widespread Hurricanes 119 CHAPTER 7 Global Climate Shock Number Five: Drought-Induced Timberland Fires 123 CHAPTER 8 Real-Life Examples: Execution, Results, and Timing 125 Hurricane Katrina Example 125 Floods in Eastern Australia Example 128 Russian Drought Example 130 Blizzards in Northeastern United States Example 132 Cocoa Bean Supply Shock in Early 2011 133 A Word on Corn 135 The Rules of Extreme Weather-Based Investing 136 CHAPTER 9 Playing Both Sides of the Coin 145 Met Coal Example 147 Iron Ore Example 148 Copper Example 149 Farmland Droughts/Floods Example 149 Additional Pair Trades 150 CHAPTER 10 Basic Principles of Commodity Investing 155 Basic Supply and Demand 156 Understanding the Mathematics of Stock Prices and Cycles 157 Secular Rotation 160 Fundamental Rules to Live by with Commodity Investing 160 CHAPTER 11 Opportunities in the Bond Market 165 Opportunities in the Municipal Bond Market 178 CHAPTER 12 Opportunities in the Foreign Currency Exchange Market 181 Canadian Dollar 183 Australian Dollar 186 Other Commodity Currencies 187 CHAPTER 13 Basic Principles of Futures Market Investing 191 Exchange-Traded Funds 197 Final Thoughts 199 About the Author 201 Index 203
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