Commodity Trading & Trend Following

Water Water Everywhere And Not A Drop To Drink – Or Grow Crops
If you can tell me something else where the fundamentals are so attractive…I’d be happy to put my money there, but I don’t know of any other place – JIM ROGERS ON AGRICULTURE
In my last post I talked a bit about the most [...]

Trading Your Edge
Here’s the thing. If you can’t spot the sucker in your first half hour at the table, then you’re the sucker – MATT DAMON from the movie Rounders
I think most of us will agree in order to be successful trading we need some kind of an edge. A good friend or [...]

If you want to lose sleep you should watch this video from Damon Vickers. Vickers is a Seattle hedge fund manager in which he paints a very realistic probable story regarding the collapse of the US Dollar. It has had 19,000 views on Youtube. Maybe it is just to sell Vicker’s upcoming book but ……You [...]

Do You Want To Be Right Or Rich?
Perhaps it is better to be irresponsible and right, than to be responsible and wrong – WINSTON CHURCHILL
I don’t know about you but I think it’s pretty confusing out there right now. How are the government interventions to the financial crisis going to play out? Is the result [...]

Self Inflicted Pain: Dealing With Trading Slumps And Drawdown
Friday, January 21st, 2011
There has been much tragedy in my life; where at least half of it actually happened – MARK TWAIN
Why do we always feel so bad when we are in a trading slump, or in a draw down if we are trading a system? Do [...]

There are those who seek to learn about every indicator and think they have found the “Holy Grail” when they find a new indicator. I was recently at a trading “Meetup” and I was shocked by the level of interest in finding new indicators. In discussions I had with some of the people I expressed [...]

I do not care which methodology…which commodity trading advisor there will be draw downs. The problem is people become fixated on seeing a number that a manager made last year for example +38%. What they do not look at was the draw downs or even the duration of the draw downs of that manager that [...]

The key of trend following is to grow your net worth or own personal equity curve over time. The idea I am referring to is taking your $100,000 or $1,000,000 and compounding and seeing what it will be in 10 years. Yes 10 years! This is not a get rich quick scheme. This is a [...]

When people put on a trade most believe it has to work. This is not trading with a plan. It is imperative to accept the risk when trend following. Accepting the Risk means knowing that the trade does not have to work and even further more any trade is 50/50 & that you can & [...]

In 2008 we saw food riots from Mexico to Egypt. Maybe history is starting to repeat with the current situation in Tunisia. The situation became so unstable the President left the country. There are fears in the Middle East the unrest will spread to Jordan or Egypt once again. We have seen big moves up [...]