VIEWPOINTS OF A COMMODITY TRADER

Expect The Unexpected

Blowing Bubbles

Tuesday, August 31st, 2010

 
Common sense is the knack of seeing things as they are, and doing things as they ought to be done – C.E. Stowe 
 
The American media is officially obsessed with sensational terminology when describing the financial markets these days. Nothing trends, it either explodes higher or melts down. We have “flash crashes”, a “new normal” and [...]

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Water Water Everywhere And Not A Drop To Drink – Or Grow Crops (Part 2)

Thursday, August 26th, 2010

 
If you can tell me something else where the fundamentals are so attractive…I’d be happy to put my money there, but I don’t know of any other place – JIM ROGERS ON AGRICULTURE
 
In my last post I talked a bit about the most recent developments in the agriculture market and how I thought it could [...]

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Water, Water Everywhere But Not A Drop To Drink- Or Grow Crops

Tuesday, August 10th, 2010

 
If you can tell me something else where the fundamentals are so attractive…I’d be happy to put my money there, but I don’t know of any other place – JIM ROGERS ON AGRICULTURE
 
Back in mid December, I had posted a two part series on the agriculture sector. I tried to point out several developments that [...]

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FOOD FOR THOUGHT: The Cloud With A Silver Lining

Tuesday, July 6th, 2010

With all the conflicting forces in the markets today it is difficult to see where real long term value might be hiding. No one is hard pressed for opinions about what to buy or sell, but a large percentage of those opinions are based on short term momentum ideas and not long term value.
So where [...]

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FOOD FOR THOUGHT: It’s Only Natural

Wednesday, June 9th, 2010

 
 
I think it’s time to talk about Natural Gas again. A few months ago I wrote on the possibility that Natural gas was nearing a bottom in spite of the record supplies. On April 1st I wrote:
“Everyone hates natural gas right now and rightfully so. It has been in an extended down move for a [...]

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Who’s On First?

Wednesday, May 12th, 2010

I know that you believe you understand what you think I said, but I’m not sure you realize that what you heard is not what I meant – Robert McCloskey
If you really think about it, the Euro is as much of an experiment as it is a currency. As I mentioned in my previous post, [...]

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FOOD FOR THOUGHT: What’s Up With The PIGS?

Thursday, May 6th, 2010

Once again, the media has many reasons (in hindsight) for the demise in Greece, Portugal and Spain, and of course are now forecasting how the situation will be resolved. Personally, I think this could be the beginning of the end for the Euro. Greece is the first test, but other European countries have problems, and [...]

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Food For Thought: My Sentiments Exactly

Friday, April 16th, 2010

 
I thought I would take a moment and point out a few things concerning the current sentiment readings in the stock market. Traditionally these indicators, like most have limited predictive qualities except for when they reach extreme conditions. They tend to be more reliable when in extreme territory, especially if there are other conditions (see [...]

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FOOD FOR THOUGHT: It’s Déjà Vu All Over Again

Thursday, April 1st, 2010

“It’s déjà vu all over again,” said Yogi Berra. The baseball Hall of Famer could easily have been predicting the coming resurgence of new natural gas–fired power plants. A couple of nuclear plants may actually break ground, but don’t hold your breath. Many more wind turbines will dot the landscape as renewable portfolio standards dictate resource [...]

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Substitution, Weighting And Hedonics?

Thursday, March 25th, 2010

Trickery and treachery are the practices of fools that have not the wits enough to be honest – Benjamin Franklin 1706 -1790
It always amuses me when the government releases certain data, such as inflation data; there is a bevy of economist and market mavens who draw all kinds of conclusions, then make forecast’s as if [...]

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