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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 […]
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 […]
Top posts from the past week: Lean Hog Prices Poised to Climb in 2009 Why eBay is the Best Indicator of Gold’s Fair Value Our coverage of Marc Faber’s recent interview on CNBC from December 1st continues to see a lot of traffic. A review of our trades and positions from the previous week: Continued […]
Top posts from the past week: Inflation or Deflation – Which Will Prevail? Fed Out of Ammo; Dollar is Toast Stratfor: Oil Prices Likely to Remain Low Our coverage of Marc Faber’s recent interview on CNBC from December 1st continues to see a lot of traffic. A review of our trades from the previous week: […]
Remember when the grains and softs were doing moonshots, and every other column here was about bullish news for food prices? Seems like just yesterday I was imploring a much smaller readership base to sugar me sweet. While my favorite soft commodities (sugar, coffee, cotton) remain parked on my wish list as we wait for […]
A review of trades from the week that was: Covered my Soybean Short – beans rallied, along with the rest of the grains. Closed this out at a loss. And a good thing too – the grains markets continue to rally strong, even into the Asian session this evening. I can’t make heads or tails […]
I don’t see too many free columns from good old Jurgens anymore, but they’re always worth a read. Comments on coffee, cocoa, sugar, and cotton. I love reading takes from these old-time commodity traders, as they provide good, rational perspectives. Plus always amusing to see how baffled they are at the circus these markets have […]
Nice simple breakdown of 3 of our favorite softs – coffee, cocoa, and sugar – by the folks at Money Morning. I did not realize the coffee harvest is looking so good – suppose that’s why coffee cannot break out of it’s range. Same with cocoa – I have been avoiding due to the sharp […]
Big drop today – I can’t find any news to support. Best I can find is that the recent rally was based upon supply concerns, and I’m sure spec buying no doubt. I just covered my position here – no point hanging on after a big gap down like this, I think.
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