Commodity Trading & Trend Following

Everyone would love to know what would be the outlook for the commodity markets and commodity trading. After a roaring 2007 and 2008 it seemed that commodity trading advisors would know no limit. The stock markets collapsed in 2008 and fear was rampant through out the world. During the turmoil when virtually every strategy lost [...]

Walking away from Mortgages
It seems now almost acceptable that Americans can walk away from their mortgages. Why not? So many are upside down, owing more money on a house than the house is actually worth.
Many Americans are just walking away and renting virtually the same homes for half or a third [...]

Countless investors fear a double-dip recession. It is quite possible that a second drop of economic activity during 2010 will occur. It is also quite possible that the supportive actions of governments will run out. Even the central banks are not a bottomless pit ( as long at they have enought paper to print more [...]

Yield curve predicts Inflation
There is a record wide spread on the yield curve currently. A record breaking 287 points. For those of you who do not know what the yield curve isג€¦it is the difference between the 2 year and 10 year notes. Usually when there is a difference like this it usually means rapid [...]

I was in China last summer for several weeks…however this not one of the words I learned. Maybe in retrospect I should have. Gold is traditional Chinese is huֳ¡ng jִ«n. If you are like my wife…you would ask …why do I need to know this? Simple answer..China is posed to be the next big buyer [...]

What a scary title… US Dollar Collapse & Inflationary Holocaust. These are the words of CNBC and Jim Rogers…However as Jim Rogers is predicting the US dollar collapse…the US dollar made a strong move on Friday on short trading with the crisis developing with Dubai’s Debt. So how does one protect capital in this type [...]

Many times just using logic an investor can steer away from problems. It seemed forever municipal bonds were considered one of the safest investments. One did not get rich by investing in municipal bonds however they were consistent and the default possibility was almost not a possibility. Fast forward to 2009 municipal bonds have [...]

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 [...]

I was reading Bloomberg and this article expresses many of my personal opinions.
Inflation Fear Pushes U.S. Endowments Deeper Into Commodities
By Gillian Wee
Sept. 9 (Bloomberg) — George Washington University is increasing holdings of commodities such as oil and natural gas out of concern that a return to inflation rates last seen in the 1970s [...]

So many economists and government officials are claiming inflation is dead. These are probably the same people that did not see the Great Recession coming. The fact is everyone has an opinion, however everyone is only entitled to the facts. The facts that are evident are multi fold.
1. Global demand is increasing in the commodity [...]