New research on the effect speculators have on the ag markets and a classic paper on momentum investing join our selection of papers every serious commodities investor should read.

A while back, we heralded the breakdown in commodity stocks' relative strength ("Commodity Futures Outperforming Stocks"). Perhaps "heralded" isn't the right word. I mean, weakness isn't something to be sought after.

What's driving wheat to its highest prices in over a year? And can the good times continue?

Agricultural commodities have outperformed energy as well as industrial metals in the second quarter, but not all ags are alike. Which sectors now hold the most opportunity for investors?

Agricultural commodities have outperformed energy as well as industrial metals in the second quarter, but not all ags are alike. Which sectors now hold the most opportunity for investors?

Last week, a hedge fund made the single largest cocoa trade in more than a decade. Will it lead to supply shortages this fall?

With coffee riding 10-year highs, is there room left for investors to jump into this rally?

Amid all the tumult that sent stocks tumbling yesterday, some investors missed a big story. Corn prices gapped up more than 29 cents a bushel, or 9 percent, Wednesday. Chicago wheat was taken along for the ride, climbing 25 cents, or nearly 6 percent, but not soybeans. Beans rallied along with the grains, but gave up at the end of the day to settle down more than 2 cents.