Is It (Finally) Time to Short US Treasuries – And Make a Fortune?

The Contrary Investing Report

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

Do we finally have the opportunity that many of us have been waiting for…the mouth watering chance to short US treasuries? First, a quick review of the fundamental facts, which we have discussed at length in this space. On October 19, we outlined 7 Reasons to Short US Treasuries – and then we promptly went […]

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Just caught this informative piece on Seeking Alpha which makes a bullish case for cocoa futures, due to very tight supply. What’s driving cocoa prices higher? Supply, supply, supply. Back in February of 2008, tight supplies were forecast in the cocoa market, along with higher prices. Analysts called for a 14% rise in cocoa prices […]

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Now for the weekly review of our commodity futures positions – current as of January 4, 2009. First, our top blog posts from the past week: Expert Commodity Picks for 2009: Jim Rogers and Marc Faber GoldMoney Review: Gold Climbs for 8th Straight Year Jim Rogers on Kudlow: We’re going to have an inflationary nightmare […]

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What a crappy year 2008 was for commodities! Will they rebound in 2009? If you believe, as I do, that we are in the middle of a secular bull market for commodities, then current prices represent a tremendous buying opportunity. Jim Rogers has been saying it best lately – that you want to buy assets […]

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Some great coverage of Jim Rogers’ investing outlook for 2009 by GreenLightAdvisor.com. A brief excerpt of the summary provided by GreenLightAdvisor.com: The facts are, during this period in time the only thing to have its fundamentals unimpaired is commodities. Farmers can’t even get loans for fertilizer now. The supply of things is going to be […]

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Here’s an educational and entertaining article by the folks at Casey Research detailing the popping of the Spanish real estate bubble. Here in the US, we’re not the only ones who can inflate wild real estate bubbles. There are some upcoming opportunities for potential real estate profits in Spain when the bubble completely pops – […]

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Here’s a video of Jim Rogers on CNBC’s Larry Kudlow & Co. from December 13, 2008. They start talking commodities around the 2:20 mark. Rogers’ insights: The Fed has gone too far in their money printings Commodities are not down because of fundamentals – they are down because of the forced liquidation of every single […]

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