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Barron’s got a hold of Hugh Hendry to chat about his favorite topics – namely deflation, and shorting Asia! If you read our previous coverage of Hendry’s economic outlook, there’s not much new here, but it’s still probably worth a quick read. In summary, Hendry remains biased towards “hyperdeflation BEFORE hyperinflation”: The road to hyperinflation […]
In these moments of insanity, Bloomberg and CNBC seem to gravitate towards the voices of reason we love all the more – such as Marc Faber, and Jim Rogers. Here’s Jim on Bloomberg last night. He views the current selling as panic selling, and thinks that we may be close to a selling climax – […]
Asset prices are continuing to decouple, slowly but surely, it appears. Today, equities and energy were up big – while the rest of the commodity sectors had a bad case of “The Mondays”: Why is this potentially significant? Because markets have been moving more or less in tandem for 5 or 6 years now – […]
What’s the cheapest commodity on the board right now? It’s probably a toss up between cattle and natural gas. Both are beyond beaten down; both are at near historic lows; both are just cheap. That doesn’t mean they can’t get cheaper. But if you’re looking to make some big bucks in commodities, it’s usually wise […]
Our friend Tom Dyson over at DailyWealth says that something may be happening in the world of lumber, according to one of his industry sources…Tom writes: I have an “on the ground” contact who’s seeing something else altogether… Don runs a large lumber supply depot outside Orlando. Last week, he sent me a “special commodity […]
Daily Crux Editor Brian Hunt reports that bullish sentiment for gold in investment newsletters is very high – “near extreme levels that marked the previous three tops in gold.” When everyone is bullish, that’s trouble for longs…at least in the short term. Need another data point? How about an insurance company hopping on the gold […]
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 […]
Just caught this informative piece on Seeking Alpha which makes a bullish case for cocoa futures, due to very tight supply. What’s driving cocoa prices higher? Supply, supply, supply. Back in February of 2008, tight supplies were forecast in the cocoa market, along with higher prices. Analysts called for a 14% rise in cocoa prices […]
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 […]
Well it’s time to close the books on the 2008 investing year. One that started off with so much promise for commodities, and ended up being the crappiest year in about 50 years for our beloved commodities. As for me personally, I started great, and lost all of my gains plus some since March. No […]
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