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Top posts from the past week: Marc Faber on Bloomberg – November 11, 2008 Cotton Futures Continue Their March Towards Zero Chinese Bailout May Send US Interest Rates Higher A review of my futures trades from the previous week: Covered my short of 10-Year Treasuries – Unfortunately I got stopped out of this position. I […]
Marc Faber has certainly had some impressive calls over the past year. On July 10th, he predicted that deflation will rule the day in the short term. And as far back as March 29th, he voiced concern that massive deleveraging could drive down asset prices across the board. I’ve posted the latest video of Marc […]
A spirited debate about the current state of the Paulson Plan, from the fine folks at The Onion: In The Know: Should The Government Stop Dumping Money Into A Giant Hole?
A plan to save the world — part two, or is it three?by Adam Hewison, President, INO.com When Paulson came out today and stated that his earlier plan to save the western world was not working, he offered up a plan “C” (or is it “D”) to relieve pressure on consumer credit, scrapping his earlier […]
Can you spot the trend? Trading below 40 cents, cotton must be one of the most underpriced commodities in the history of western civilization. Supply was already under pressure, as farmers neglected planting cotton in recent years in favor of higher priced grains, such as corn and soybeans. Lock and load, because we’re going to […]
Here’s another news bit that appears to be medium-long term bullish for sugar futures. I recall reading that sugar based ethanol is cost competitive with oil at $50 or above, so even with the recent correction in oil, the sugarcane based ethanol industry of Brazil continues to boom. peHUB: Paladin Puts Sugar in the Gas […]
Over the weekend, China announced a $586 billion “stimulus plan” for its slowing economy. China is in a precarious position as the world economy grinds to a halt. Out of it’s 1.3 billion people, most have not participated in the economic boom the greater country has experienced. Let me know if this sounds familiar – […]
Top posts from the past week: Jim Rogers on Bloombert: November 3, 2008 Is Sugar Breaking Out? US About to Flood the Market With Treasuries A review of my futures trades from the previous week: No trades last week – again! Other existing positions I’ve got: Short the British Pound – Last time I shorted […]
Bud Conrad, Chief Economist at Casey Research, discusses his economic outlook for the US on a New Zealand news station. I’ll give you a hint – it involves higher inflation in the near future.
Here’s a new video highlighting the recent fall in crude oil, courtesy of INO.com. It’s worth a quick look, I think, to appreciate the speed and magnitude of this recent decline. And also a good reminder why trying to pick the exact bottom is a fool’s game. But, we’re all guilty of it – it’s […]
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