Where’s the Beef

The Contrary Investing Report

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

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 GoldMoney.com 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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From Today’s Daily Pfennig: The Australian dollar fell over the weekend as a combination of the unwinding of the carry trade and reports of a widening trade deficit combined to work against the AUD$. The currency also weakened as the price of commodities that Australia exports stayed near the lowest in two months. The trade […]

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Date Position Qty Month/Yr Contract Strike Call/Put Entry Price Last Price Profit/Loss 11/12/07 Long 2 DEC 07 Australian Dlr 0.8795 0.8839 $880.00 11/16/07 Long 1 DEC 07 Australian Dlr 0.8850 0.8839 ($110.00) 11/09/07 Long 1 DEC 07 Australian Dlr 0.9138 0.8839 ($2,990.00) 11/09/07 Long 1 MAR 08 Coffee ‘C’ 126.05 128.65 $975.00 11/28/07 Long 1 […]

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Nice, but scary, article in today’s Rude Awakening It’s frightening how much free cash the central banks are pumping into the system – M3 rose 12% year over year (yikes)! It’s hard to see this ending well.

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About Author

Brett

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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