Archive | November, 2009

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Exploiting Harvest Delays

Most commodity investors that I come into contact with are trading energies and metals but perhaps a healthy portfolio needs more vegetables. With the slowest harvest in over 2 decades we believe more investors should be looking towards agriculture. Looking at the macro view in our opinion adds further bullishness, being soybeans and corn are […]

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Live Cattle Bears in Technical Command

December live cattle futures on the Chicago Mercantile Exchange are presently in a technically bearish posture. Prices are trending lower from the October high of $87.90 and on Tuesday hit a fresh four-week low. Even on recent trading days when the key “outside markets” were in a bullish posture for the commodity futures markets (a […]

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Gold vs. Inflation

Trust in Gold We as Americans are experiencing one of the toughest economic periods in our history. We have been told that the recession is over and America is on the road to economic recovery. I certainly hope they’re right. However , there is no quick fix and unfortunately there will many bumps in that […]

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Bonds and Notes Defy Gravity

We have said in previous newsletters that Treasuries tend to rally during November and much of December regardless of fundamentals and that seems to be the only factor keeping bonds and notes above water. On a day in which fundamentals seemed to be decisively bearish in long-term interest rates, the market held its own. All […]

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Gearing up for NFP

Oil is still trying to making up its mind on where to go. We have no opinion or positions currently but will most likely have suggestion in the coming weeks. Natural gas looks to close at slightly better levels, we still like 75 cent January call spreads. Fresh short entries in cocoa enjoyed sliding prices […]

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Gold Bulls Still Have Power, Eye New High

December Comex gold futures have made a solid price rebound from last week’s low and are once again poised to challenge the contract and all-time high of $1,072.00 an ounce, scored last month. Gold prices remain in a four-month-old uptrend on the daily chart. The bulls remain in technical command amid no strong early clues […]

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