About That Reflation Trade

Today we are faced with higher input prices and sticky inflation at a time growth is slowing.

Have a COW: Live Cattle Futures Are Ready to Stampede Higher

Beef demand is the best in 30 years and the COW ETN is poised for a key upside breakout.

Commodity Volatility Is High, Option Spreads Might Be the Way to Go

These hypothetical examples of option spreads are intended to encourage traders to consider the possibilities beyond the norm.

Has Gold Lost Its Shine to Bitcoin?

As the market plays ping pong between views on reflation vs. deflation and moves with U.S. bond yields, both gold and Bitcoin are part of the larger macro trade.

Coffee Talk: Is This a Repeat of 2014 or 2011?

In a year full of boom and bust commodity moves, let's spill the beans on coffee's unruly rally.

Energy Companies Are Reaping the Benefits From Investing During the COVID Crunch

Prices for oil and natural gas are at levels that are incredibly profitable for any company that is pumping them.

Cross Asset Analysis: Who's Right?

Is this a short term deflationary setback or the start of a more ominous trend to emerge?

Rio Tinto's Sideways Pattern Shouldn't Last Too Long

We see what looks like a bullish piercing pattern in early June.

Melting Away? Metals Are Seasonal 'Buys' but the Charts Are Mixed

Here's how I would play gold right now.

Oil Is the Last Man Standing, But It Could Be a Dead Man Walking

Oil prices tend to struggle to hold gains beyond mid-July.