Big Move Trades

Something strange has happened the past few days: long-term interest rates are rising as stock prices are falling. This is opposite the classic “risk on”/ “risk off” formula which has dominated almost all of the… Read More

Buoyed by “rock star” shares like Tesla, Amazon and Apple, big stock market averages have been getting nearly all of the end-of-the-year press. But the best performing asset class of 2020 wasn’t stocks; it was… Read More

Money is a commodity and like any commodity, it responds to supply and demand. Interest rates measure the price of money. The short-term cost to borrow dollars from the US Federal Reserve is now effectively… Read More

Soaring from a low of $3.09 per bushel on Fed stimulus and Chinese demand following March’s coronavirus outbreak, corn came within 7 cents of our upside objective of $4.35 per bushel last Thursday. The US… Read More

Many commodities have switched from bear to bull markets over the past 6 months. If you follow us, you know we have been banging the commodity drum for at least the past two years. Our… Read More

When the world’s largest exporter of soybeans wants to import them, it’s time to sit up and take notice. Population-heavy China is in a hurry to rebuild a domestic hog herd decimated by African Swine… Read More

Soybeans hit our upside target of $10.60 per bushel last week, supported by Chinese demand and buying from large commodity funds. Corn and sugar have not hit our upside targets yet, but are doing well…. Read More

We may have been young during the assassinations and rioting of the late Sixties and early Seventies, but we were definitely old enough to know what was going on. The Vietnam War caused a huge… Read More

Strong Chinese demand, deteriorating crop conditions in the US, and a weak US dollar have helped to push the prices of corn and soybeans above key resistance levels. This is setting the stage for a… Read More