Last week was a good one for bond bears. December T-bond futures managed to close below the weekly uptrend line and shift momentum to the downside. However we need to see another lower close this… Read More
Euro, Yen, Hogs & T-Bond Updates
September has been very friendly to our bearish positions in both the euro and the Japanese yen. And while the jury is still out on our short positions in hogs and T-bonds, recent price action… Read More
50% Retracement May Be Perfect Opportunity to Sell Hogs
Porchine Epidemic Diarrhea virus or PEDv has killed millions of pigs, sharply reducing supplies of marketable animals in the US and fueling one of the biggest rallies the hog market has ever seen. Yesterday’s announcement… Read More
Take Cash Off the Table in Euro
The time has come to take some cash off the table in Euro. The common currency fallen below our first short-term downside target of $1.3250 and appears to be holding support. If you own more… Read More
Bearish Opportunities in T-Bonds & Notes
The rally in T-notes and T-bonds has been one of the biggest surprises of the summer. Prices have risen (and yields fallen) despite an American economy that has been gathering momentum. The US economy may… Read More
Corn & Gold “ Big Move” Trade Updates
Perfect growing weather and expectations of a North American bumper crop have caused the price of corn to collapse. This is bad news for farmers. While they will certainly have more to sell, growers are… Read More
VIX, Euro & Yen “Big Move” Updates
So much for a slow summer. The release of Federal Reserve’s meeting notes last week revealed a lot more optimism than Wall Street expected. This “good news” spelled bad news for the stock market as… Read More
Investing in the New Gold: Protein
The need for food is unrelenting and universal. It has been the force behind mass migrations and wars. English cleric and scholar Thomas Malthus (1766-1834) was fascinated by the relationship between population and food. He… Read More
Corn Crash Is Long-Term Buying Opportunity
Grains have taken it on the chin lately. Corn, wheat and soybeans have gotten crushed as nearly perfect weather conditions and the expectation of bumper crops in the US weigh on prices. This may be… Read More
Hedging Stock Exposure Using VIX
When do you hold and when do you fold? Nobody can answer this correctly – at least not consistently. The public stayed on the sidelines for most of the 185% rise in the stock market… Read More