Seven years of near-perfect growing weather combined with the ability of new variants of genetically-engineered corn to withstand higher temperatures and wetter conditions have been enough to match increasing demand. How much longer will these… Read More
Will Sleepy Markets Roar Soon?
What happened to volatility? We’ve been in the commodity business a long time and can’t remember seeing so many markets trading sideways at the same time. Has the 3rd impeachment of a US President sucked… Read More
Fractional Reserve Banking and Potential Trouble in the Bond Market
Simpler is often better when discussing topics like fractional reserve banking, so let’s keep it simple. Investors put money into a bank. If it is a savings account or a CD, the bank pays those… Read More
Sell-offs In Gold & Silver Push Prices Closer to Our Buy Zones
Big downward corrections over the past few days in gold and silver have driven prices down to just above key support. Gold settled yesterday at $1,466.40 per ounce, down 3% from last Friday’s close. Silver… Read More
Another Opportunity to Play Sugar “Both Sides from the Middle”
Option prices are largely determined by volatility, which means quiet periods in markets tend to drive the cost of options down. In rare instances, options get cheap enough to justify buying both puts and calls… Read More
What Effect Will “Phantom” Trade Deal Have On Corn and Soybeans?
The announcement of a potential trade deal sent the grain markets soaring on Friday (corn rallied a scorching 4.7%) as traders anticipated additional Chinese buying. China is expected to agree to purchase $40 to $50… Read More
Silver & Gold Tumble into Support. Is It Time to Buy?
Perhaps the most interesting thing about Monday’s big sell-off in silver and gold is the lack of any fundamental reason behind it. The wire services blame a stronger dollar. Yet yesterday’s settlement of 99.02 in… Read More
Silver & Gold Remain Best Performers Other Commodities Getting Real Cheap
We knew it was coming… The correction in the precious metals we talked about in our last blog post is now a reality. As we mentioned in our last post, we believe these corrections are… Read More
Pigs Are Going “Hog Wild”
Hog prices are soaring as the effects of African Swine Fever (ASF) are finally starting to hit home in pork-loving China. We wrote about ASF in a September blog post and recommended a six-month option… Read More
Platinum Has Plenty of Catching Up To Do
Poor platinum. It is one of the rarest of metals, hidden deep within the earth, making it far harder to mine than gold or silver. Platinum also boasts superior industrial properties, such as very high… Read More