Investing and Trading News, with a Contrarian, Sarcastic Twist!
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 […]
GoldMoney’s James Turk reports that 2008 was the eighth year in a row that gold has climbed against the US dollar. Since 2001, when the streak began, gold has appreciated an average of 16.3% per year with respect to the US dollar. Turk also lays out gold’s performance against the major currencies, where, to my […]
Well it’s time to close the books on the 2008 investing year. One that started off with so much promise for commodities, and ended up being the crappiest year in about 50 years for our beloved commodities. As for me personally, I started great, and lost all of my gains plus some since March. No […]
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 […]
Recent Comments