Commodity Trading & Trend Following

The bastion of safety that Muni bonds held in the past might not be that safe any more. All one has to do is use a little common sense. In this economy sales tax, income tax and property tax revenues are declining. The question is can we expect more defaults like Harrisburg, Vallejo [...]

In these days it is hard to find confidence or trust in anything. As a long term trend follower the only thing I trust is price ( as well as my Golden Retriever, wife and kids). If I tried to trust anything other than price I would surely lose money. The reality is everything known [...]

If you listen to David Rosenberg a famed economist he makes points that are very clear. Not to be negative but the facts speak for themselves.
1.GDP projections for 2010 to the 1.5 to 2 percent range
2. Unemployment is unabated
3.Chicago Federal Reserve President Charles Evans has publicly stated that government programs to help distressed homeowners [...]

In all reality how can you spend your way out of crisis.. Can you imagine telling your wife we do not have any money…and go and spend more…and btw you will just print up some money to take care of her spending. It is a ridiculous thought but that is what politicians are doing. You [...]

Rumors abound with the strength of the Japanese Yen if there will be an intervention to stop the trend. Many trend followers are long the Yen from various levels. Depending on their methodology and systems all have different entries however…I would dare to say all trend followers from forex traders to commodity trading advisors are [...]

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 [...]

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 [...]

Robert Prechter thinks that a stock market crash will happen. One of my colleagues forwarded his Elliot Wave projections.

However investing on tips ( which everyone seems to want) is not healthy for ones investment pocket. One needs to put into perspective that as correct Robert Prechter was in 1987 regarding the crash…investors that heeded his [...]

There was a recent article in the wall street journal asking the question, “Has The Black Box Broken? This is not something new to long time commodity trading advisors and trend followers. I have seen these articles over and over again. If anything it encourages me to even allocate to more commodity trading advisors. [...]

Who do you believe?… Jim Rogers came out today and predicts food shortages. Jim Rogers thinks there will be food shortages because of the financial crisis. He believes the agricultural sector is low on funds and inventories are at the lowest levels in decades. An example is a recent trade that most trend followers are [...]