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Just nine months ago, we were licking our chops at cotton’s blue light price special. Cotton had been smashed from a post-Reconstruction high of over $2 to WAYYY down below the $0.70 mark. Cotton futures have quietly dipped to their lowest levels in two years, prompting our “contrarian alert” to sound. Likely, cotton will base […]
Shame on me for not doing my homework on this trade! As I was reading the Weekend WSJ on Saturday, while fitting enjoying a french pressed cup of arabica coffee, I learned why my recent coffee trade was ill-timed. The market has been increasingly swapping out arabica beans for their cheaper robusta cousins, resulting in […]
Did China kick off the next bull market in cotton? It’s been a rough go for King Cotton over the past couple years. Since hitting post-Reconstruction highs in early 2011, it’s been a LONG way down (paging Sarah McLachlan). But now that the king appears to have found a nice pillow to rest his head […]
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