Kevin Kerr’s Hot Commodities for ’08

The Contrary Investing Report

Investing and Trading News, with a Contrarian, Sarcastic Twist!

A USDA cotton report looks neutral in terms of cotton acreage. Traders have been poring over the report, looking for indications that the cotton crop will get the cold shoulder in lieu of higher priced grains. I agree – that’s what ‘should’ happen. Though I’m waiting for a breakout (20-day high) in the cotton market […]

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It’s all going to China! Surprise, surprise. Nice article detailing what you could probably infer – meat demand in China is increasing rapidly. It’s interesting to think about all the downstream ramifications – increased grain and water demands. The beauty of a true bull market!

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I’ve been all fired up the last couple days about Comrade Paulson’s housing bailout – Paulie, are you kidding me??? Instead of ranting and raving myself (it could get out of hand), here’s a roll call of the excellent articles I’ve read this week putting the plan in perspective (a very scary perspective if you […]

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These nice long term log charts from help put the current bull market in perspective. Some high level takeaways for me: This is a tough market to play around on the short side of – long only for me It’s important that your entries and exits keep you in the game for these nice […]

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Hopes for a near term Aussie bounce are looking dimmer – from today’s Daily Pfennig: In Australia overnight… Retail Sales slowed for a second month only advancing .2% in October, although September’s sales were revised upward to .7%, this October reading has put a lid on any rate increase before year-end… The Reserve Bank meets […]

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I read an interesting counterpoint to the “oil is never going lower” argument this morning in my morning Stratfor brief (subscription required). Here’s a quick summary: In the ’97 – ’98 Asian financial crisis, crude fell as low as $8/barrel High oil prices today depends upon continued growth of Asian economies The questionable characteristics of […]

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About Author


Hi, I’m Brett Owens – and I’m a financial junkie. My “problem” started incollege, when I got a little dose of the stock market – man, was I hooked…in no time, I was reading the Wall Street Journal religously.

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