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Recent interview by our hero, Jim Rogers, on Resource Investor. Much of the same material we’ve talked about here before, but I tried to read anything by Jim Rogers I can find. He reiterated his best investment ideas for right now: agriculture Chinese renminbi Swiss franc Japanese yen short Investment Banks I have been reading […]
Date Position Qty Month/Yr Contract Strike Call/Put Entry Price Last Price Profit/Loss 01/30/08 Long 1 MAR 08 Cocoa 2284 2317 $330.00 12/20/07 Long 1 MAR 08 Cotton 66.45 68.16 $855.00 01/09/08 Long 1 MAR 08 Cotton 69.61 68.16 ($725.00) 01/22/08 Long 1 MAR 08 Japanese Yen 0.9460 0.9422 ($475.00) 02/01/08 Long 1 MAR 08 Rough […]
Thanks to my boy Cincotta for sending this along (pounding my chest and pointing East right now). Increased meat consumption will mean more meat production – which means more grain consumption. Which means higher grain prices. But meat production won’t be able to keep up with consumption – so that means higher meat prices too. […]
The ratio of the price of oil, in comparison to natural gas, is very high right now compared with historical standards. This article does a good job of explaining this (it’s a few months old, but the ratio is still roughly the same). The author is not a fan of going long nat gas and […]
Very interesting opportunity ahead for us, perhaps, in the lumber market. I have not traded lumber before, but that could change once this downtrend stops. We’ll keep a close eye on the lumber charts here for you.
My bad (thumping my chest with my palm). Tough week. Good thing I made those “crash proof” trades Monday night – I think I managed to sell at the absolute bottom. Ah well, that’s usually the way it works. I thought about adding a YTD calculation to improve my mood – but I’ll hold the […]
Even though the bull market and supply/demand story is still firmly in place for commodities, expect rocky trading going forward. Many hedge funds have been piling into these trades, driving the prices higher than normal, creating a “price premium”. So, when funds have to bail out of everything due to margin calls (a la earlier […]
I have a lot of new readers lately, and people have been asking me how exactly to get started investing in commodities. Most people have standard brokerage accounts for trading stocks, and most do not have an account that allows them to trade futures. Very few of the major stock trading services offer futures trading. […]
Date Position Qty Month/Yr Contract Entry Price Last Price Profit/Loss 12/07/07 Long 1 MAR 08 Corn 415 466 3/4 $2,587.50 12/14/07 Long 1 MAR 08 Corn 439 466 3/4 $1,387.50 01/03/08 Long 1 MAR 08 Corn 468 466 3/4 ($62.50) 12/20/07 Long 1 MAR 08 Cotton 66.45 68.64 $1,095.00 11/09/07 Long 1 MAR 08 Coffee […]
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