The New Year brings hope that those unmet goals will, with the right amount of effort and planning, become reality. The New Year also brings a flood of prognosticators who have dusted off their crystal… Read More
Don’t You Want to “Strangle” Silver?
Like people, markets have personalities. Take silver. Silver is rude. Silver is cantankerous. Silver can be fickle. But folks LOVE silver anyway. The “poor man’s gold” has an allure that has stood the test of… Read More
Ready to Defuse the Bond Bomb?
Interest rates measure the price of money. That makes them the world’s ultimate commodity. Like most commodities, the price of money has been falling for a long time. The yield on T-year Treasury notes topped… Read More
Key Commodities Bottoming: Part 2 Bases Forming in Corn, Soybeans and Gold
In Part 1 of our blog post we examined potential bottoms forming in sugar and coffee. Now let’s take a look at corn and soybeans – two of America’s most critical crops. Soybeans make up… Read More
Key Commodities Bottoming: Part 1
The winds are shifting. Critical commodities like corn, soybeans, sugar, hogs and coffee appear to be taking a cue from the energy sector and forming what we believe could be multi-year bottoms in the entire… Read More
Will African Swine Fever Cause Pigs to Fly?
A deadly and extremely contagious virus is threatening China’s hog producers. African swine fever (ASF) has been found in pigs transported from Northern to Southern China. ASF has the potential to kill every single hog… Read More
Silver is Back in the Bargain Bin
There is probably no more frustrating market to trade than silver. The poor man’s gold has a nasty habit of breaking all the rules. It refuses to rally when all indicators seem to point upward,… Read More
Will Wacky Weather and Trump Tariffs Ignite the Next Big Bull Market in Commodities?
It has been a brutal weather year in the Northern Hemisphere: 119 people died from a heatwave in Japan; 29 succumbed to heat in South Korea; 91 people perished in wildfires in Greece and at… Read More
How to Play the “Trump Dump” in Soybeans
It’s on! The multi-front trade war that neither exporters nor importers wanted is heating up. While the U.S. stock market has shrugged it off so far, agricultural commodities affected by China’s 25% retaliatory import tariffs… Read More
Crude Reality: Is $100 the Next Stop?
The productivity miracle of the twentieth and early twenty-first centuries was fueled by crude oil and its derivatives. Diesel made from crude oil powered tractors and combines. Farmers, aided by fertilizers synthesized from the same,… Read More