Forget Emotions When It Comes to Oil, Follow Inventory Data!
For the first time this year oil presents an attractive risk reward proposition.
Nowhere to Hide: Investors Are Shaving Risk Ahead of the Election
Thoughts on copper, precious metals and the S&P and a low risk way to get involved in a possible recovery in stocks.
Dr. Copper Is Seeing China Right Now
While traditionally a gauge of global health, copper is now weighted toward the Chinese economy.
It's Time to Take a Serious Look at Gold
Right now there are several ways to play this.
Don't Overthink Copper's Push Higher, and Look at Southern Copper
I'd give some time to a SCCO trade and go out to December or January with a $50 call.
The Other Side of the Coin on the Dollar Trade
The long euro/short dollar trade is overcrowded and due for a reversal.
Been Stalking Corn? Then I've Got a Trade Idea for You
Corn rarely plows past $4, but will this time be different?
Is the Market Finally Waking Up to the Term Stagflation?
U.S. economic data is showing signs of a slowdown and the job market is in a mess.
Oil Rigs and Speculators Have Been Wiped Out, Now What?
Low commodity prices are generally the best cure for low commodity prices...we're seeing signs of this phenomenon in energies.
Inflation Hedges: Here's Where I'm Looking to Put My Trades
If inflation doesn't translate to higher Treasury yields, here's where will it appear and what you do to benefit from it.