Investing and Trading News, with a Contrarian, Sarcastic Twist!
Grain futures plummeted today after the USDA issued it’s supply and demand report, which projected larger supplies than previously forecasted. You can read the gory details of the full report here – or glorious details – depending on which side of the trade you were on. Corn, soybeans, wheat, rough rice all basically closed “limit […]
Now for the weekly review of our commodity futures positions – current as of January 11, 2009. First, our top blog posts from the past week: Is It (Finally) Time to Short US Treasuries – And Make a Fortune? China Starting to Regurgitate US Debt Marc Faber on Bloomberg: World War III Has Already Begun […]
Marc Faber interviewed on Bloomberg on January 6, 2009. He gives the Bloomberg talking heads a nice lesson on how capitalism works early in the first video. Comments on the economy: 2009 will be a “write off” economically The Obama economic plan will be a disaster in the long run – as is all government […]
The New York Times reports: China has bought more than $1 trillion of American debt, but as the global downturn has intensified, Beijing is starting to keep more of its money at home, a move that could have painful effects for American borrowers. I have no doubt, Dear Reader, that you’re way out in front […]
Now that we’re on the other side of the investment madness that was 2008, Casey Research’s Doug Hornig reminds us to keep the big investment picture in perspective. As we’ve discussed in this space, there were only a few asset classes that gained value in 2008 – the US dollar, US Treasuries, cocoa, and gold […]
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 […]
Want to be alerted about specific investment coverage as it happens? Send an email to: Brett(at)CommodityBullMarket.com with the type of investment alert you’d like to receive in the subject line of the email, and we’ll add you to our email alert list. Current email alert options: Marc Faber updates Jim Rogers updates Weekly futures review
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 […]
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 […]
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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