China And Commodities- The Strategy Continues

September 26, 2016

Last week we learned that a Chinese company bought 17% of a significant Australian cattle exporter. In my latest piece for Seeking Alpha, I explain why this is just another small move in the overall Chinese strategy to control and dominate commodity flows around the world.

Article: China And Commodities- The Strategy Continues

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

The BDI Says China Is Buying

September 19, 2016

The Baltic Dry Index is an important metric when it comes to gauging the demand for raw materials around the world. In my latest work for Seeking Alpha, I examine the BDI and it’s rally from all-time lows of 290 in February to around the 800 level today and what that means for the future of commodity prices and the global economic landscape.

Article: The BDI Says China Is Buying

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

35% Of The World Is Growing And So Is Commodity Demand

August 22, 2016

China and India account for over 35% of the world’s population and the economies of those nations grew by 6.9% and 7.3% in 2015. In my latest piece for Seeking Alpha, I explain why these two nations will strain the fundamental equations for almost all commodity prices in the years ahead causing them to move higher and why India looks a lot like China did decades ago.

Article: 35% Of The World Is Growing And So Is Commodity Demand

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

There Is A lot More Than Chinese Speculation Going On In Commodities

May 16, 2016

Last week I read a number of articles about how Chinese speculation was responsible for the rally in many commodity prices. In my latest work for Seeking Alpha, I explain why there is a lot more going on in commodity markets these days than Chinese speculation.

Article: There Is A lot More Than Chinese Speculation Going On In Commodities

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

The Market Is Starving For News From China

September 8, 2015

Over the past two months global markets have become obsessed with news from China. A clear case of Chinese contagion has traveled to markets all over the world. In my latest piece for Seeking Alpha, I examine how markets will continue to move on Chinese new which is likely to be bearish for commodity prices. Eventually, China will use this to their advantage as they are a huge commodity consumer and will use weakness to increase their commodity portfolio.

Article: The Market Is Starving For News From China

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

Chinese Economic Weakness and Commodity Prices in 2015

September 7, 2015

In 2015, the Chinese economy has cooled, this has caused a continuation of the bear market in raw material prices. In my latest article for About.com I examine the effect of the Chinese economy on commodity prices and the moves the Chinese government has made to achieve their target growth rate.

Article: Chinese Economic Weakness and Commodity Prices in 2015

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

Volatility Equals Opportunity

September 1, 2015

Markets have been wild lately because of oil and China. In my latest piece for The Commodity Strategist for CQG, I look at the volatility in markets that seems like it is here to stay for a while.

Article: Volatility Equals Opportunity

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

A Midsummer’s Nightmare- China Goes Rogue

August 18, 2015

Last week’s devaluation of the yuan is just another step in the long march to China’s ascent to the pinnacle of global economic dominance. While China’s economy continues to cool, commodity prices are likely to continue to move lower. In my latest article for Seeking Alpha, I examine recent actions of the Chinese and explain why this will eventually set commodities up for a dramatic bottom — until that time prices are going lower.

Article: A Midsummer’s Nightmare- China Goes Rogue

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

The Chinese Devaluation: Commodity Prices Tell The Real Story

August 17, 2015

Last week the Chinese devalued their currency, the yuan. This is the next, in a series of steps designed to achieve 7% growth in the Asian tiger. In my latest article for Seeking Alpha I examine the ramifications of the move and suggest that certain commodity prices now provide the best information as to the state of the Chinese economy on a real time basis.

Article: The Chinese Devaluation: Commodity Prices Tell The Real Story

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

China Prepares For The Next Leg Down In Raw Material Prices

August 11, 2015

China is the world’s largest commodity consumer and as such, the nation is the demand side of the equation when it comes to raw material prices. In my latest piece for Seeking Alpha I examine the huge bond issue that the Chinese government has floated and why it has important ramifications for the commodity markets, particularly for non-ferrous metals.The piece was written prior to the Chinese devaluation on August 11 — China is in trouble and that is not good news for many commodity prices.

Article: China Prepares For The Next Leg Down In Raw Material Prices

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