Commodity Trading & Trend Following

Who do you believe these days… the Govt…the news…or an industry insider? My bet would be with the industry insider.
Robert Toll the principle of the largest luxury home builder Toll Brothers said the other day that the Federal Housing Administration (FHA) is a train wreck waiting to happen. That is not the most encouraging news [...]

While besides the fact that unemployment is increasing…besides the fact foreclosures are increasing and now spreading to some of the so called safer mortgages… besides the fact the insiders of stock have been selling widely ( For every share purchased…insiders have sold 18 shares) while short term traders are trading micro seconds…
Another proof of [...]

Like the Swine Flu the housing crisis knows no boundaries. When analyzing the data it seems that the EU is in for possibly a much harder time than the US. One can look at various items. Firstly, the EU central bankers were and are slow to have reduced interest rates. Thus they are behind the [...]

The housing crisis has returned another victim today. David Kellermann, the CFO of Freddie Mac was found dead today of an apparent suicide. He was 41 years old. It leaves one wondering was his suicide connected to the housing crisis? Did he know something that will be the next shoe to drop in the housing crisis? Or was it other issues unrelated to the housing crisis. Time will tell but with foreclosures increasing in speed, I would not be surprised if his death was somehow connected to the housing crisis.. What do you think?