Search completed
Coffee Perking Up? Long-time readers know that we’ve been quite bullish on coffee for some time in this space. So on Friday, when I received an email from my commodity broker, Robert, about possibly initiating a coffee position, I was extremely intrigued. We wrote this article about coffee for Seeking Alpha last August. Long-term fundamentals […]
Next Stop: Gold $1,000 Gold has a date with destiny. Destiny may not be at the bar yet, but she’s now definitely circling the parking lot, looking for an open spot outside the Gold $1,000 comeback party.My comments on gold from last week’s commentary, which were verified to some extent by the continued rally this […]
Which energy plays will win, and lose, under the Obama Administration? The Casey Research Energy Team breaks it down for us here, in this exclusive piece. Note: I subscribe to their regular publication, Casey Energy Opportunities. How Obama Will Influence Energy Stocks By Marin Katusa Chief Strategist, Casey Research Energy Team Casey Energy Opportunities One […]
Gold Breaking Out? Adam Hewison of INO.com believes the gold market is getting wound up, ready to explode higher (check out his free video here). Long time readers know that I believe gold is heading much higher, because inflation is heading much higher. Inflation is already through the roof – it’s just that we are […]
On Monday, the USDA released it’s agriculture supply and demand projections, which sent grains “limit down” for the day across the board, and many of the softs down sharply as well. That proved to be the worst of it – as grains slowly recovered during the week as the market digested the news, finishing the […]
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 […]
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 […]
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 […]
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