Uncategorized

Drought in Brazil – the world’s #1 sugar producer – was the catalyst behind last week’s move higher in sugar. Dry conditions have caused production in the sugar-growing regions of Brazil to drop 7.4% compared… Read More

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

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

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

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

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

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