Commodities News and Opinion for Monday April 2, 2012

Funds Cut Bullish Bets, Goldman Goes Neutral: Commodities (Bloomberg)

Petronas Plans Canadian Acquisition Topping $5 Billion (Bloomberg)

Chalco to buy Ivanhoe’s SouthGobi stake in $926-million deal (Globe and Mail)

K.K.R. to Buy Shale Assets From WPX for $306 Million (Dealbook)

Russia’s Acron may sell some potash areas in Canada (Reuters)

Molycorp Seen Too Cheap as Rare Earth Lures Deal Talk (Bloomberg)

BHP Declares Force Majeure on Coal Shipments on Strike, Rain (Bloomberg)

Som Seif to leave BlackRock’s Canadian unit (Financial Post)

Robert Lenzner: Don’t Trust The Wise Men Of Finance (Forbes)

Faber on Stocks, Gold, Fed Policy, Strategy (Ritholtz)

Mark Steyn on Double-Standards (Sun News)

Josh Brown: Insight is Not Advice (TRB)

“No one should be taking or giving advice on TV or on social media. Period. Advice is meant to individualized and personal, it should be about retirement and risk tolerance and it should be specific to the person receiving it, not broadcast in one flavor on the web or a TV station.”

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