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Top posts from the past week: Financial Times: Wealthy Investors Demanding Unprecedented Amounts of Physical Gold Jim Rogers on CNBC 10/1/08 Quick Thoughts on the Latest Black Monday A review of my trades from the week that was: Closed out my Swiss Franc position – Yikes – this trade did not work out, I got […]
Top posts from the past week: Five Easy Ways You Can Diversify Away From the Dollar US Mint: Sorry, we’re out of gold (again) Jim Rogers: Bailout is “welfare for the rich” A review of my trades from the week that was: Went long the Swiss Franc – The Swissie is the Yen’s carry trade […]
A review of my trades from the week that was: Went long December Gold – I picked up a gold contract on the big breakout this week. As we’ve discussed in this space before, I believe the government’s printing of money as fast as it can will send the price of Gold and Silver higher. […]
Apparently my former employer is a loyal reader of Blogging the Commodity Bull Market – they presented a former blog post of mine as evidence in my unemployment hearing today! I’m not exactly sure what kind of insight they thought could be gleaned from this passage: On a personal note, I recently left my job […]
A contemplation on my trades from the week that was: Shorted the British Pound (again) – Roll over, Sterling! The trend is my friend, the trend is my friend, the trend…bad economic data keeps on coming from the UK. This move was long overdue. Went long Coffee – I absolutely DON’T like the way coffee […]
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 […]
A very well written piece by Ted Butler regarding the recent demolition of silver. Ted make a very compelling case that the margin of safety at current prices is significant, as he believes the current price is below the cost of production. I’m very tempted to buy now, but I hate the thought of buying […]
Another tough one – got to put it in the past, though. Facts are, this system works great when futures are going up, and not so great when they are going sideways/down. And lately, I just haven’t been in the particular futures that are going up (oil looked nuts at $110 – who would have […]
Well not a great week – disappointed in cotton especially, and coffee to end the week. A few thoughts on the positions: Cotton FuturesCotton broke sharply to the downside, as I managed to pin the tail on the local top. However I believe the downside here is limited, so I’m planning to hang on for […]
Farmers continue to shift acreage to corn and soybeans. One industry executive estimates cotton would need to top $1/pound for it to be cost competitive with corn and soybeans. So we can do the math – either cotton is going higher, or corn and soybeans are heading lower, but something has to give.
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