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Here’s a fantastic – and free – webcast, courtesy of Frank Holmes and the team at US Global Investors, entitled Commodities: Reasons to Be a Bull When Everyone’s a Bear. It was originally recorded on April 21st. It runs almost an hour, and is definitely worth a watch if you are a serious commodities investor. […]
How Bout a Little Shot of Inflation With Your Bear Market Rally? Well we’ve finally got the bear market rally many of us have been waiting for, kicking into high gear. I know I don’t have to remind you, dear reader, that most of the largest stock market rallies in history occurred during nasty bear […]
This morning, I authored a guest piece for the folks at Commodity News Center, breaking down the recent sugar rally. Regular readers will be quite familiar with the fundamental factors discussed. I always try to constantly re-examine my assumptions to make sure I’m not falling in love with a trade – if you’ve got a […]
Milton Friedman said that inflation is “always and everywhere a monetary phenomenon.” Judging by the recent price action in many of the soft and agricultural commodities, they appear to agree. Ben Bernanke, a student of the Great Depression, is making a bet the Friedman was wrong. Bernanke believes that because Friedman did much of his […]
Our favorite investor, Jim Rogers, was recently interviewed by BusinessWeek magazine – he’s been in the media quite a bit recently, plugging his new book A Gift to My Children: A Father’s Lessons for Life and Investing, which is scheduled to be released this Tuesday, April 28. Here are a few of my favorite excerpts below […]
Sugar Futures Surge to a 6-Month High Sugar futures rallied nearly 4% on Friday, over half a cent, to close the week at 14.18. Looks like we’ve got a new breakout to the upside! Sugar futures continue their steady climb. (Source: Barchart.com) The market continued to focus on the news that India may turn into […]
May Natural Gas futures currently sit a shade above $3.50 – their lowest point since 2002! Check out this chart…can you spot the trend? Source: BarChart.com Jeff Clark writes that $3.50 is widely regarded as the “shut in” price for natural gas – the price where drillers are better off closing the well than continuing […]
Famous investor Donald Coxe took a real bath in 2008 (along with the rest of us commodity bulls) – he was heavily overweighted in commodities, and, though bearish on the overall economy, he still believed commodities were the place to be. Hmmmmm, sounds a little familiar. Despite the huge setbacks last year, Coxe still believes […]
For a few weeks now, we’ve been watching the commodity markets with rapt attention, asking ourselves: “Has the next commodity bull market officially begun?” From the charts, it looks like broader commodity indeces may have finally formed a bottom. Source: BarChart.com So if the wind is indeed once again at the back of us commodity […]
Cotton put in a strong effort today – up 1.21, on a day when many of the softs were down – so I perused the short and long term charts for May futures. Looks like cotton definitely has put in a double bottom, which is usually seen as a bullish indicator, and is rallying off […]
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