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Here’s a video of Jim Rogers on CNBC’s Larry Kudlow & Co. from December 13, 2008. They start talking commodities around the 2:20 mark. Rogers’ insights: The Fed has gone too far in their money printings Commodities are not down because of fundamentals – they are down because of the forced liquidation of every single […]
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 […]
Bloomberg reports that “In the worst year for commodities in at least five decades, hogs rose 6.6 percent, the second-biggest gains on the Reuters/Jefferies CRB Commodity Index, behind cocoa.” The article quotes fund manager Mark Greenwood: “We’re going to have 3 to 4 percent less pigs next year, and that should be very supportive to […]
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: […]
The International Energy Agency projects worldwide oil demand will fall by 200,000 barrels a day, to 85.8 million barrels a day, in 2008. The IEA expects oil demand to recover next year, estimating an increase of 400,000 barrels a day, or 0.5%. The oil futures markets appear to be pricing in a much steeper drop […]
Lost Principles By Olivier Garret CEO, Casey Research As the economic crisis continues to unfold, recently a sense of uncertainty has begun to pervade the market. Even dyed-in-the-wool risk takers admit that they don’t know what to think anymore. Inflation, deflation, recession or depression – there are so many vagaries that it appears to be […]
Jim Rogers continues his streak of interviews with the financial media, telling Bloomberg that US policy makers will devalue the US dollar. He says he buying commodities, especially agriculture, and the Japanese Yen.
Here’s a recent interview of Jim Rogers on FT.com (Financial Times) on November 17, 2008. It’s a four-part interview, with a total running time of about 16-17 minutes. Below are my notes from the interview. Part 1 – Global recession will be long and deep. He has not yet exited his US dollar positions, as […]
This is some combination of cool and hysterical – the 2009 Commodity Trader Wall Calendar. Maybe 40% cool, 60% hysterical? CALENDAR FEATURES Expiration Dates for Futures & Options Contracts Internet Commodities Resource Guidebook Government Report Dates & Holidays Long Term Historical Price Charts Secrets from the Pit Conversion Tables Market Hours Chart Margin Sheet I […]
I joked last week that cotton futures were heading towards zero – apparently oil took exception to my joke, and has accelerated it’s speed towards the basement. Can you spot the trend in the oil chart? Many folks, myself included, thought we’d never see sub-$50 oil again. The speed of this decline has been absolutely […]
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