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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 'commodity bull market'
Jim Rogers Interview - His Latest Thoughts on Commodities, Treasuries, and the Economy
Our friends at Hard Assets Investor just conducted an interview with our commodities hero, Jim Rogers. Some quick hits from the interview:He's still long sugar - but wouldn't buy more right nowRogers is still bullish on oil over the next decadeHe co...
Inflation Investing - A Historical Perspective on What To Do
On Friday I was having a discussion with my friend about inflation, speculating about what may happen to stock prices if inflation were to take hold. Both of us are big fans of Marc Faber, so we were discussing the scenario that Faber has been predi...
More Gold Hysteria; The Dollar's Latest Eulogy; The Easiest (Worst) Short Idea on the Planet?
Gold Featured on...Saturday Night Live!?The latest sign that the gold market may be a little overheated right now...Saturday Night Live's Weekend Update featured investment analysis from Scrooge McDuck!http://www.nbc.com/saturday-night-live/video/cli...
Using the Wall Street Journal to Gauge Investor Sentiment
I thought it’d be fun to peruse the Wall Street Journal to see if we could glean some insights into current investor sentiment. Mainstream business publications are famous for (unintentionally) signaling tops and bottoms in markets – but is this...
So Long, Cotton...I'm Just Too Wary of Deflation
I have to admit - I think the Great Deleveraging permanently seared my psyche. I haven't been the same since.It's for the best. Until you live, and invest, through an event like that, I don't think you can appreciate the awesomeness of the destruct...
Jurgens Bauer on Sugar's Outlook
One of my favorite commodity analysts to track is Jurgens Bauer, especially for his thoughts on the softs. I used to frequently post links to his columns when, I think, he wrote for Barchart.com, or was at least syndicated through them.He's since mo...
Doug Casey on Investing Opportunities in Cattle
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 ...
Holding Gold and Cash, Nonconfirming Indicators, and Cheap(er) Toilet Paper
On Tuesday evening, we had our monthly meeting of local Casey Research subscribers. Really sharp investment minds in the group - it's a real pleasure and treat to chat about a wide variety of finance and investing related issues.The general consensu...
Facebook's All-Time Most Popular App Must Be Jim Rogers Approved
Go ahead - take a wild guess what Facebook's most popular app of all-time is.Did you guess - FarmVille?As reported by the blog Econsultancy:As the name suggests, FarmVille is a game that gives users the ability to "grow delicious fruits and vegetable...
Robert Prechter and Jim Puplava: A Great Inflation / Deflation Debate (Free Audio)
I hope you had a good, long holiday weekend. I sure did...I mentioned at the end of the week that I'd be blogging when I wasn't drinking beer. As you can probably infer from my lack of posts, I managed to put back a few with some good friends!Back ...
It's Time to Go Long the Buck
Three weeks ago, we discussed the possibility the the dollar was bottoming and poised for a major rally.My reasoning was that:Sentiment was overwhelmingly negative on the buck. I noticed that even traditional contrarian investment sources appeared t...
All Green Across the Screen Today...The Rally Lives On
The screens were flashing all green today, as our noted "all or nothing" trade resulted in everything moving up today!Except for? The dollar, of course!This screen shot from Barchart.com reflect a bull market in, well, everything!Of note, Treasuries...
Centrally Planned Entrepreneurship, More Anecdotal Deflation
On Thursday, I gave a pitch for my startup (Chrometa, auto time capture) at a business innovation showcase here in Sacramento.A traditional business plan pitch is fairly formulaic - you talk about the pain point you're addressing, your solution, your...
Return on Capital? How About Return OF Capital!
I've come to the conclusion that in roughly March of 2008, the general tide shifted from inflation to deflation for the first time since World War II. Since that shift, everything we have seen has been pretty much deflationary.Oil is half of where i...
Sugar Shines on Manic Tuesday, Nears a 3-Year High
It's been a manic start to the week for commodities and currencies...deflation was "back" yesterday, with investors running back to the dollar...and today inflation was the focus, with the dollar getting dumped!Last evening, we observed that sugar wa...
Why Trend Following is Your Only Hope for Investment Survival
Buy and hold. Stocks for the long run. Diversify. These investment mantras were gospel during the great bull market of the 80s and 90s.Drinking this Kool-Aid will get you slaughtered today.There is no freaking way I would "buy and hold" anything ri...
Why China May Soon Halt Commodity Purchases
Apparently, most of China's recent purchases on the commodity markets have been to build up stockpiles, rather than satisfy actual demand - according to The Daily Crux.That means the huge Chinese buying is unlikely to continue, and that in turn means...
Is it (Gasp) Time to Short Gold? This Week in Commodities
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...
More Good News for the Australian Dollar
The rally in the Australian looks poised to continue, as their central bank left interest rates unchanged - which preserves the large yield premium the Aussie still enjoys over most other major currencies.Here's the breakdown from legendary currency ...
The Fourth Turning...Into the Greater Depression?
Take a minute to think about your view of human history, and our continued progression as a species.Do you believe human history is linear...always getting better...onward and upwards to a better existence?Is it chaotic...stuff happens, people react,...
Wheat, Corn Stocks Still at 30-Year Lows
Despite record harvests last year, corn and wheat stocks are still sitting near 30-year lows. Which means, anything short of a bumper crop could send the grains skywards once again.Here are some very cool charts, courtesy of Chris Mayer at DailyWea...
Stocks Down Today...So What Commodities Did Well?
Regular readers know that we've been anxiously awaiting the decoupling of commodities and currencies from stocks. These asset classes are historically uncorrelated. That changed late last year when the financial world ended, and everything went d...
Can Commodities Decouple From Stocks? This Week in Commodities
The biggest investing mistake I ever made was not getting out of commodities during the Great Deleveraging of '08/'09. I had a pretty good beat on the major trends - stocks were highly vulnerable, the US could be in for some very bad things, etc - ...
Free Commodity Webcast From US Global Investors
Here's a fantastic - and free - webcast, courtesy of Frank Holmes and the team at US Global Investors, entitled Commodities: Reasons to Be a Bull When Everyone's a Bear. It was originally recorded on April 21st.It runs almost an hour, and is defini...
A Bear Market Rally on 'Roids? This Week in Commodities
How Bout a Little Shot of Inflation With Your Bear Market Rally?Well we've finally got the bear market rally many of us have been waiting for, kicking into high gear. I know I don't have to remind you, dear reader, that most of the largest stock ma...
A Long Overdue Sugar High
This morning, I authored a guest piece for the folks at Commodity News Center, breaking down the recent sugar rally. Regular readers will be quite familiar with the fundamental factors discussed. I always try to constantly re-examine my assumptio...
Soft Commodities are Starting to Scream: "Inflation!"
Milton Friedman said that inflation is "always and everywhere a monetary phenomenon." Judging by the recent price action in many of the soft and agricultural commodities, they appear to agree.Ben Bernanke, a student of the Great Depression, is maki...
Jim Rogers in BusinessWeek - April 14, 2009
Our favorite investor, Jim Rogers, was recently interviewed by BusinessWeek magazine - he's been in the media quite a bit recently, plugging his new book A Gift to My Children: A Father's Lessons for Life and Investing, which is scheduled to be rele...
Sugar Futures Rally, OJ Takes a Breather - This Week In Commodities
Sugar Futures Surge to a 6-Month HighSugar futures rallied nearly 4% on Friday, over half a cent, to close the week at 14.18. Looks like we've got a new breakout to the upside!Sugar futures continue their steady climb. (Source: Barchart.com)The m...
