VIEWPOINTS OF A COMMODITY TRADER

Expect The Unexpected

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 [...]

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Outliers, Timing And The Illusion Of Returns (part 2)

Tuesday, June 1st, 2010

A perfection of means, and confusion of aims, seems to be our main problem – ALBERT EINSTEIN      In Part one we talked about how outlier events in the markets play such an important role in our final performance, yet how few are really aware of this fact. These events come out of nowhere, [...]

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