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When gold and silver crashed, I dialed in my favorite leveraged proxies for close viewing – Royal Gold (RGLD) and Silver Wheaton (SLW). Both are great businesses – junior miners who don’t actually do any mining. Rather they are royalty companies, who own the gold and silver in the ground respectively, and cut deals with […]
As US stocks have continued their march higher, the grains and softs have been orderly rolling over nearly in lockstep together for many months now…and in some cases, a few years even. Since getting stopped out of cotton (for a modest gain), I’ve been watching the soft and grain commodity charts for signs of an […]
Like an 80s horror film character, nuclear energy has been left for definite dead many times of the past decades. Recently it appeared to be making yet another valiant comeback until 2011’s Fukushima disaster put the final nail in the nuclear coffin. Or did it? If you peer beneath the Western headlines and study the […]
Just over one year ago, Casey Research’s energy guru Marin Katusa made a bet – I believe at an investment conference – with Porter Stansberry about the price of oil. The over/under was…get this…$40. Marin joins us today to accept his trophy, and also invite you to a webinar he’s hosting about the prospects of […]
With the precious metals recovering from their recent free fall, you would think investor sentiment would be at rock bottom levels. If so, then you (and me) would be wrong – at least according to an indicator that only our technical expert Carl Swenlin would have a beat on! Precious Metals Sentiment by Carl Swenlin […]
There are two entry strategies I like to employ when trading agriculture. The first, and classic, is to enter a position on a significant breakout to the upside – as we highlighted recently with regards to cotton futures. This tried-and-true trend following play concedes the first 10-20% of a move, with the goal of catching […]
Just nine months ago, we were licking our chops at cotton’s blue light price special. Cotton had been smashed from a post-Reconstruction high of over $2 to WAYYY down below the $0.70 mark. Cotton futures have quietly dipped to their lowest levels in two years, prompting our “contrarian alert” to sound. Likely, cotton will base […]
Shame on me for not doing my homework on this trade! As I was reading the Weekend WSJ on Saturday, while fitting enjoying a french pressed cup of arabica coffee, I learned why my recent coffee trade was ill-timed. The market has been increasingly swapping out arabica beans for their cheaper robusta cousins, resulting in […]
According to two economists interviewed by the South China Morning Post – Hong Kong’s newspaper (subscription req’d) – inflation in mainland China is expected to remain relatively docile in 2013. HSBC’s Donna Kwok projects 3.1% inflation, while Hong Kong based UBS chief economist Wang Tao has it pinned a bit higher at 3.5%. Of course […]
Did China kick off the next bull market in cotton? It’s been a rough go for King Cotton over the past couple years. Since hitting post-Reconstruction highs in early 2011, it’s been a LONG way down (paging Sarah McLachlan). But now that the king appears to have found a nice pillow to rest his head […]
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