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Here’s a very well articulated bullish case for gold and silver courtesy of precious metal guru Eric Sprott. Of course Sprott has a horse in the race, with his asset management firm holding very large positions in the precious metals, but I highly recommend you take the 8 minutes to watch this clip. And at […]
Jim Chanos’ short of ExxonMobil is indicative of the bullish fundamentals that lie ahead for natural gas, according to Frank Curzio…because Exxon needs to replace its reserves somehow: And just last month, he (Chanos) discussed his bearish stance on ExxonMobil: “ExxonMobil will not be able to replace its reserves.” You see, ExxonMobil isn’t the only one having […]
Sentiment on the dollar is in the tank – and we’ve got a pretty decent crisis on our hands in the Middle East. So you’d think with all the bad news already priced into the buck that this turmoil would be enough to send the dollar sprinting higher. Good guess…but thus far, an incorrect one! […]
Here’s a classic example of why it’s advisable to keep your stops just below obvious levels – and out of the market, too. Our rice trade thus far has not panned out as hoped (we bought the two-year breakout in rice prices on February 1st – here’s why). After an initial continued run higher, rice […]
After seeing today’s bloodbath in the grains – I have to believe a lot of hot money sprinted to the exits, with the big down day in equities. Yikes! (Source: Barchart.com) Though grains certainly have enticing longer term fundamentals, today it was limit-down across the board! Perhaps astute contrarian-minded investors were tipped off to a […]
The breakout in uranium – and uranium miners – continues, as Global X Uranium ETF URA powers out to new highs: It is an all-out bull market in “the other yellow metal.” (Source: StockCharts.com) Last month we broke down the supply and demand fundamentals for uranium, and concluded that things looked pretty promising. URA was […]
With cattle prices hitting all-time highs, I decided to take a look at the broader causes for the trend – both short term and long term. To read the full article, please hop over to Hard Assets Investor. *** Where’s the Beef? Cattle Prices Hit All-Time Highs Cattle prices are at all-time highs, thanks to […]
We’ve seen a lot of mustard on the price action in rough rice since we initiated our long May 2011 futures position – but for all that, we are just about where we started: Which, actually, is perfectly fine with me. Since I generally use a 15-day low as my stop on these trades, a […]
So far, so good on that “long rice” trade – always a good sign when your position is the only green on the screen! Today was a forgettable one for most grains – but rice stood tall amidst the apathy. (Source: Barchart.com) For some background on our rough rice trade… The favorable supply/demand fundamentals The […]
Regular readers know that we’ve been keeping a keen eye on rough rice ever since Jim Rogers said “if rice went down, he’d buy more.” That prompted me to take a look at the supply/demand fundamentals of rice, and conclude that things were teed up for a potential rally in this unsung grain. A recent […]
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