Commodity Trading & Trend Following

It seems history always repeats in commodity trading. I remember the Hunt brothers who tried to corner the silver market and now the new guru to show up on the commodity markets Anthony Ward and his Cocoa purchases.
Anthony Ward’s Armajaro Holdings Ltd was written about throughout the world. In July he bought approx $1 billion [...]

Major Global Economic Concerns for 2nd Half of 2010
It is now clear that the global economic recovery is hitting a major wall of resistance. Just a few short months ago throughout the 1st quarter of 2010, the Federal Reserve was beginning to hold talks behind closed doors of how and when they might [...]

Many well known Hedge funds have been very busy bargain hunting and buying all types of oil stocks. Many of these shares have fallen due to BP’s oil rig disaster. Some of the Hedge Fund Gurus that have been buying include Carl Icahn, Jeff Vinik, David Einhorn and Eric Mindich. These guys have been around [...]

This word Double dip seems to be on so many investors minds. The idea of the double dip is not a dip in the pool but rather an another dip into a recession or worse a depression. Looking at the facts and not being pessimistic, the housing market is showing no signs of a recovery [...]

For the last rolling 24 months it has been tough in the commodity trend following community. A lot of hot money flowed in after the average returns of 20% of 2007 and 2008. This hot money has left and many commodity trading advisors have seen assets under management plunge. Gold cooled until recently…and crude oil [...]

As I have stated repeatedly, I do not know the future nor do I make predictions. I will let Jim Rogers go on CNBC and make statements (many times he is correct) such as the housing market and even his recent about buying Euro dollars. This was a wonderful trade for commodity traders. Jim Rogers [...]

Last summer I visited China for 3 weeks. I went from city to city and went from shock to total bewilderment. What I saw were building after building being built yet whole buildings were vacant. To phrase it another way, vacant building after vacant building sitting empty. I had seen this earlier in Bulgaria in [...]