Commodity Trading & Trend Following

There is only one place I can think of that stocks have outperformed cash or bonds in a crisis…that is Zimbabwe. For those of you that do not know, Zimbabwe has experienced hyper inflation and their currency is basically worthless. Inflation in Zimbabwe reached 624 percent in early 2004.In 2006 the Govt of Zimbabwe’s began [...]

I am absolutely in shock as more and more economists come out with their proof that green shoots are sprouting. Maybe we just read different material. Maybe just everyone wants to be positive and not look at the facts. This scary fact sticks out boldly,ֲ Card Defaults Surge in August to 11.49%! I am sure [...]

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I keep CNBC on all day while I work. Perhaps I think I will miss something, or maybe itג€™s the background noise thatג€™s appealing. In any event, what I always find amazing is the parade of experts making one prediction after another. I think I would fall out of my chair if I heard one [...]

The now famous economic guru of our time Joseph Stiglitz has proclaimed the world economy has not crashed. BUTTTTTTTTTTTTTTTTג€¦ Stiglitz has repeatedly stated that the US has failed to fix the underlying problems in the banking system. Stiglitz has stated the concept of banks ג€ Too big to failג€ have only gotten bigger.
Ironically other economists [...]

It really is interesting to read and watch the activity in the various commodity markets. What is becoming apparent is that Oil traders and commodity speculators are paying TOP DOLLAR ( a nice play on words) for options to protect their positions in the price of crude ( or they are selling naked).The fact is [...]

It is not my imagination. The total US debt is sky rocketing. People are entitled to their opinions…but not entitled to the facts.
The US Govt debt this year is spiraling out of control. Estimates place the increase of debt by at least $2 trillion dollars. The question is, can this debt reach 100% of GDP [...]

Wealth building is one issue…and is hard to accomplish.
Wealth preservation in todays economy is probably much harder to accomplish.
To create new wealth or wealth creation, one needs to have the combination of skill, timing, risk taking, blessings and a great deal of work. Once this new wealth has been created, the security,preservation and growth [...]

I would say I would like to be the “Realist”. As a trend following commodity trading advisor I am not one to make predictions. Everything that I have ever learned about trading is follow my system make low risk bets and look to manage risk.
I nor anyone know the future but regarding the US [...]

Wanted to share with you an interview with John Paulson. John Paulson won large with the subprime crisis last year. Currently he has been looking at distressed debt, bank stocks and has invested almost 50% of his fund in Gold. Watch…and learn… mostly have a plan and have the discipline to follow your plan.

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The question is are you the last one now to be buying gold? The list of successful Hedge fund managers who have been buying gold has been growing. It is not just hedge funds…how about China. What I find interesting is the fact that the hedge fund managers who successfully called the housing crisis are [...]