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

A Strong Dollar Takes A Toll On Commodities

August 1, 2016

The dollar rallied after the Brexit vote and is currently a lot closer to the highs since May 2014 than the lows.In my latest piece for Seeking Alpha I explain why dollar strength is nothing but a mirage when it comes to commodity prices and why we could see a breakdown in the historical inverse relationship between the dollar an raw material prices. We are already seeing this phenomenon in the precious metals sector.

Article: A Strong Dollar Takes A Toll On Commodities

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

The Perfect Storm For Commodities- Four Compelling Reasons

June 20, 2016

Commodities were in a bear market from 2012-2015 but prices have recovered. In my latest work for Seeking Alpha, I outline the four compelling reasons why we could be on the verge of a perfect bullish storm for raw material prices and why volatility is going the be the main theme for the rest of 2016.

Article: The Perfect Storm For Commodities- Four Compelling Reasons

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

Four Reasons Why Commodities Will Continue To Be On A Wild Ride

June 6, 2016

Commodity prices fell from 2011/2012 until late 2015 and early 2016, In my latest piece for Seeking Alpha I outline the four reasons why I believe commodity prices actually fell too low a few months ago and why I believe they will now make higher lows and higher highs in the months ahead.

Article:  Four Reasons Why Commodities Will Continue To Be On A Wild Ride

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

Seeing Dramatic Gains Ahead For Commodities

May 9, 2016

Last week the dollar fell to a new low and bounced. Commodity markets had been rallying by they interpreted the bounce in the dollar as a sign to take profits. In my latest piece for Seeking Alpha, I explain why I believe we have seen a huge change in commodity markets and the bull is about to re-emerge to an extent that no one thinks possible, except perhaps for Mark Mobius.

Article: Seeing Dramatic Gains Ahead For Commodities

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

 

Evidence of a New Commodity Bull Market

May 9, 2016

Commodities were in a brutal bear market that took prices lower from 2011/2012 to the early months of 2016. In my latest article for About.com I examine the current state of commodity markets and outline the signs that are telling me the bear is turning into a bull.

Article: Evidence of a New Commodity Bull Market

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

Is The Current Commodity Rally Sustainable?

March 21, 2016

We have seen some positive signs of bottoms from key commodity markets over recent weeks. In my latest work for QT AG Online, I explain why although there is a good chance that bottom is in we are not likely to see a return to bull market conditions anytime soon.

Article: Is The Current Commodity Rally Sustainable?

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