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Riding the Commodity Bull Market
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I am tracking and blogging about my commodities trading account. I began the account with $2K, and my goal is to turn that into $1,000,000. I track every trade in the blog, share reasoning behind each trade and position, and update the positions weekly.
Recent Posts Tagged With 'bear market rally'
Still All The Same Markets - A Picture Worth a Thousand Charts
This shot says it all - the "all the same markets" hypothesis is still in play.Why bother with diversification when all the markets move in tandem?(Source: Barchart.com)Hat tip to Robert Prechter, who I believe was the first to point out the increasi...
Nothing\'s Changed - Stocks Topping, Dollar Bottoming
Did the intermediate top in stocks occur earlier this week? We won't know for sure for many months, but it certainly COULD have been.The rally has been running on fumes for month, yet still moving upwards despite the naysayers (such as myself), as t...
Financial Reckoning Day Fallout: Surviving Today\'s Global Depression - Book Review
Coast to coast flights are fantastic for getting uninterrupted reading time in, and on my flight back to the West Coast last Monday, I was able to devour Financial Reckoning Day Fallout: Surviving Today's Global Depression, by Bill Bonner and Addison...
No Follow Through Today (Yet) From the S&P
With the DOW pushing to new 2009 highs yesterday, I was looking forward to today to see if the S&P could confirm the DOW's push - which would indicate that this rally is still on.Yesterday's push was quite impressive across the board, but thus fa...
Boy, Is CNBC Yucking It Up Today!
I'm working from the road today, so I've got the nice benefit of having CNBC on here - man, are they yucking it up today!With the Dow hitting a new 2009 high, I haven't heard anyone expressing any skepticism - "all the stars are aligned for higher st...
Comparing the 2008-09 Stock Market With the Great Depression\'s 1st Leg Down
This epic stock market rally has done exactly what it was supposed to do - it's retraced about half of the losses from the previous crash. It's got folks feeling comfortable again - while maybe not outright enthusiastic about things, they now believ...
Why Nouriel Roubini Thinks Commodities Will Correct, and Dollar Will Rally...Eventually
Nouriel Roubini thinks that commodities and equities have gotten ahead of their fundamentals - now pricing in a "V-shaped" recovery, which Roubini thinks is unlikely (I agree).Here's an interview with Roubini conducted by our friend Lara Crigger at H...
Crude Oil Breaks Out, But Still a Big Fat Non-Confirmation - Where\'s China?
Crude oil has broken through the $80 mark once again - trading as high as $82 - before settling back in after hours trading due to "concerns about the US economic recovery." Not even joking about that one.Crude's on the loose!(Source: Barchart.com)M...
Depression Averted Folks - Christina Romer Says So - Oh Boy, Contrarian Indicator?
Move along everyone, no depression to see here - so says Christina Romer, the White House's chief economic adviser. Yes, the same adviser that recommended massive debasement of the US dollar to get us out of this mess.Christina Romer, chair of the C...
The Most Important Chart in the World...In My Humble Opinion
Is the Chinese stock market. Gold is hitting record highs, oil is breaking through to yearly highs, the DOW and S&P are hitting recent highs - but the Shanghai Composite languishes...China: Taking a breather, or rolling over?Source: Yahoo Financ...
Dollar vs S&P Index - A Near Perfect Inverse Correlation
These days, diversification is pointless. You only need one position in your portfolio - because all the markets are trading together. To illustrate this point, check out this chart of the S&P 500 vs. the Dollar Index since Spring 2008:The dolla...
Dollar Up, Everything Else Down - Here We Go Again?
I saw a familiar sight on the charts today - green for the dollar, and red for just about everything else. This was a very common sight last fall and winter.This currency picture, courtesy of Barchart.com, used to be an all-to-familiar one.Then when...
Echoes of 1930 - Do Depressions Rhyme?
Mark Twain famously said "History doesn't repeat itself, but it does rhyme."Several weeks ago I observed that we appeared to be exactly on the pace with 1930. From the stock markets furious rally, to the Fed generating inflation fears, to the self-c...
Andy Kessler: You Can't "Print" Prosperity
Famed hedge fund manager and Silicon Valley guru Andy Kessler says this is a sucker's rally...you can't print prosperity, it comes from productivity."Bernanke's cranking the handle on the printing press to help the public fund the bank problems inste...
How Economic Data Suprises Can Influence the Stock Market
William Hester from Hussman Funds put together an excellent analysis about how surprises in key economic data can drive the stock market - both up and down.As you might think, the stock market goes up when economic data comes in better - or in the cu...
