Phibro- A Cat With Nine Lives

August 29, 2016

I began my career in the world of commodities in the summer of 1976 as a clerk delivering telex messages to the traders and traffic personnel at Philipp Brothers. In 2016, Simon Greenshields the ex-head of commodity trading at Morgan Stanley bought the name Phibro from Occidental Petroleum and in my latest article for Seeking Alpha, I look at the history of the firm and the timing when it comes to bringing the company back to its former greatness.

Article: Phibro- A Cat With Nine Lives

Nothing on this site should ever be considered to be advice, research or an invitation to buy or sell any securities

Yellen Issues A Verdict- Can We Trust Her?

August 29, 2016

Senior Fed officials teed up an interest rate hike for September or December and while Janet Yellen put the cherry on top, her speech revealed that she continues to be a short-term hawk and long-term dove. In my latest work for Seeking Alpha I look at the words of the Fed and explain why I believe they are causing market volatility and are behind the curve on real inflation due to eight years of a continuation of dovish monetary policies.

Article: Yellen Issues A Verdict- Can We Trust Her?

Nothing on this site should ever be considered to be advice, research or an invitation to buy or sell any securities

Natural Gas Recovery

August 29, 2016

Natural gas rallied over the past week and there are many reasons that the rally could continue and take out the resistance at $3 per MMBtu. In my latest piece for Seeking Alpha, I look at the fundamental and technical state in the natural gas market and conclude that while term structure may favor the shorts right now, it may be worth paying that contango as other factors continue to point to a higher price.

Article: Natural Gas Recovery

Nothing on this site should ever be considered to be advice, research or an invitation to buy or sell any securities

Percolation in Coffee

August 29, 2016

Coffee has been trading in a range over recent months but the price of java beans has been making higher lows and higher highs. In my latest article for Seeking Alpha, I look at the technical and fundamental reasons to buy coffee and why Starbucks shares could move lower in the months ahead.

Article: Percolation in Coffee

Nothing on this site should ever be considered to be advice, research or an invitation to buy or sell any securities

Fed Squawking- The Need To Wake Up And Face The Real Challenge

August 29, 2016

The Fed has been making lots of noise about raising the Fed Funds rate with senior Fed officials all lining up to tell markets an increase in short-term rates is imminent. In my latest rant for Seeking Alpha, I explain why the Fed is not addressing the real issues that face the U.S. economy.

Article: Fed Squawking- The Need To Wake Up And Face The Real Challenge

Nothing on this site should ever be considered to be advice, research or an invitation to buy or sell any securities

Crude Oil Rejects $50

August 29, 2016

Last week, the rally ended in crude oil and the price fell back to the midpoint of the trading range since early July. In my latest work for Seeking Alpha, I explain why the rally in oil was doomed from the start and why the trading range of $40-$50 per barrel will likely contain the energy commodity until an exogenous event causes it to break one way or another

Article: Crude Oil Rejects $50

Nothing on this site should ever be considered to be advice, research or an invitation to buy or sell any securities

Precious Metals Take A Breather

August 29, 2016

Silver and inter-commodity spreads signaled that a correction in the precious metals sector was imminent over recent weeks. In my latest article for Seeking Alpha, I look at the currency state of gold, silver, platinum, and palladium and explain why more losses could be on the horizon and why this is will create a golden opportunity for traders and investors with a cast iron stomach to load up on these shiny metals.

Article: Precious Metals Take A Breather

Nothing on this site should ever be considered to be advice, research or an invitation to buy or sell any securities