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3/31 Editor’s note – Click here for coverage on the latest USDA Planting Intentions Report. Report looks to be bullish for corn, bearish for what and beans. Full article from Farm Futures. And the markets are trading accordingly. I just picked up a May corn contract at 576 – like the report, and overall […]
Open Positions Date Position Qty Month/Yr Contract Strike Call/Put Entry Price Last Price Profit/Loss 03/24/08 Long 1 MAY 08 Cotton 71.87 71.70 ($85.00) 03/13/08 Long 1 JUN 08 Japanese Yen 0.9992 1.0100 $1,350.00 03/12/08 Long 1 MAY 08 Rough Rice 18.980 19.675 $1,390.00 03/13/08 Long 1 MAY 08 Rough Rice 19.500 19.675 $350.00 03/25/08 Long […]
Full clip (3 min) – Faber is a long term commodity and gold bull, and dollar bear – however he is concerned about massive de-leveraging that potentially drive down prices across all asset classes.
Maybe we’re beating a dead horse, but these “priced in gold charts” always jump out at me. Hat tip to Agora’s 5 Min Forecast for this one. If you are really into this, check out PricedInGold.com, and you can check out the charts of almost anything priced in gold, to your heart’s content.
Unfortunately Agora has not yet posted the full article yet in their Rude Awakening archives – keep an eye out. Same story we all know – agriculture is poised to go much higher, and the softs (sugar, cotton, cocoa, coffee) look particularly undervalued.
“I think I made a mistake” Pickens humbly told CNBC yesterday, referring to his prediction that oil would drop in the 1st quarter. He sees oil “hanging around here” in the 2nd quarter, and above $100/barrel in the 2nd half of the year. He is also bullish on natural gas, citing it’s relative cheapness compared […]
Byron King, author of Agora’s Outstanding Investments, talks on CNBC about oil prices. I’m an Outstanding Investments subscriber, and a big fan of Byron’s analysis. This guy is all over the oil situation – he flies around the world going to geology and energy summits – he knows what’s going on. Here he says he […]
Well I picked up some cotton this morning – got filled on the May contract at 71.87. I have to admit that I’m following Dennis Gartman’s pick on this one – I am on the free trial subscription to his newsletter. Normally I wouldn’t have bought so soon, so we’ll see how this works out […]
Just catching up on my reading here – found a good blog post from Investor Prieur du Plessis, who is based out of Cape Town. He investigates the overbought condition of many commodities and speculates that we could see a breather lasting for several months. However his post was last Wed – so maybe the […]
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