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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 'falling us dollar'
New Reports of the Dollar's Demise: Greatly Exaggerated?
From London's The Independent comes the latest report of the dollar's impending implosion - in an article fittingly titled The Demise of the Dollar.In the most profound financial change in recent Middle East history, Gulf Arabs are planning – along...
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...
Can The Last Dollar Bull Please Turn Out The Lights?
Over the past week, we've been investigating dollar sentiment, which appears to be overwhelmingly bearish at the moment. I was surprised when our dollar sentiment survey revealed that only 56% of readers were bearish on the dollar. After seeing bea...
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...
Dollar, Yen, Australian Dollar Rally Today - Where to Next?
It's another "all or nothing" day in the markets - with equities down, the US Dollar and Japanese Yen are, of course, up. This time joined by - surprise - our old friend, the Australian dollar (ugh - got chased out of that position too early :( )Loo...
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...
Last Call on the Pound Sterling Rally?
It might be time for us to grab a pint...and short one of our favorite whipping boys once again.The British Pound - the only currency that may actually be sicker than the US dollar (two turds circling the bowl really) - looks like it's recent rally m...
Why Jim Rogers Has Covered All His Short Positions
"Because they are printing money," he says...and believes that stocks could go to very high nominal levels, while the currency becomes worthless.I was just catching up on Rogers latest media appearances, and found this video on CNBC from a couple of ...
Top China Banker Demands US Sales of "Yuan Bonds"
On Sunday, Guo Shuqing, a top Chinese Banker, suggested the US and World Bank sell bonds denominated in Chinese yuan."I think the U.S. government and the World Bank can consider the possibility of issuing renminbi bonds in the Hong Kong market and th...
This Ain't Your Grandpa's Deflation...This Week in Commodities
Common wisdom holds that depressions are inherently deflationary. The United States in the 1930's. Japan in the 1990's and 2000's.Combine a depression with other deflationary factors going today in the US - demographics, deleveraging, falling ass...
Jim Rogers: The US is About to Have a Currency Crisis
If you have the majority of your savings in US dollars, this may be the most important insight you ever hear from Jim Rogers.In an interview with Bloomberg from this morning, Rogers said:“We’re going to have a currency crisis, probably this fall ...
