We write this on Bastille Day, which commemorates the storming and seizing of the infamous French fortress by revolutionaries. They were determined to make the 1 percent pay for the injustices they believed were heaped… Read More
Managed Futures 101 (Part B)
In Part A of our “Managed Futures 101” blog post we tried to shed light on this little-known asset class by comparing it to more well-known investments like mutual funds and ETFs. In Part B… Read More
US Dollar Making New Lows for the Year
Last Friday’s close in the US Dollar Index was the third consecutive weekly close below its 3-year old uptrend line. This puts a continued dollar rally in doubt. What fascinates us most about the chart… Read More
El Niño and Chinese Demand Could Give Coffee a Wake-up Call
The stimulating power of coffee has made it the 2nd most traded commodity on the planet after crude oil. The allure of a tasty pick-me-up is universal. Europe is the biggest consumer, accounting for the… Read More
Sideways Corn Setting Up for Potential “Big Move” This Summer
Spring has barely sprung and March is living up to its reputation by going “out like a lamb” – at least where commodities are concerned. Nearly the entire sector – including grains, precious metals and… Read More
Managed Futures 101 (Part A)
Managed futures are one of the fastest-growing asset classes. Money under management by the Commodity Trading Advisors (CTAs) who direct the trading for this asset class has increased nearly 60% in the past 7 years…. Read More
Beaten-Down Cocoa Signals Potential Bottom
Who doesn’t like chocolate? While some may not be susceptible to its seductive charms, global demand for chocolate and its raw material, cocoa, has exploded. Western consumers eat 286 chocolate bars per person, per year…. Read More
Short Covering Rally in Cotton is Opportunity to Exit March 75-cent Calls
It’s been a long wait. RMB BMTA Alerts originally suggested buying March 2017 75-cent cotton calls back in July of 2015 as part of a multi-strategy play on the then-developing El Niño. While we didn’t… Read More
Is It Time to Fade The Trump Bump?
The market is telling us it may be. A close below 2287 in the E-Mini S&P 500 futures today would be the second consecutive close beneath a previous day’s low, generating a sell signal in… Read More
2017 “Big Moves” Likely to Involve US Dollar
2016 was a year of transition. The election of Donald Trump and the success of the Brexit movement in the UK were just the most visible manifestations of a backlash against globalization and changing social… Read More