Cattle Versus Hogs: Inter-Commodity Meat Spread Provides Opportunities

March 20, 2015

Beef and pork are staples on the dinner table. In my latest article for About.com I examine the price relationship between cattle and hog prices and point out how prices tend to revert to historical norms, often based on consumer buying patterns.

Article: Cattle Versus Hogs: Inter-Commodity Meat Spread Provides Opportunities


 

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

Not So Precious: The Dollar Is A Problem For The Precious Metals

March 20, 2015

The U.S. dollar is trading at the highest level since April 2003. Precious metal prices have been weak lately. In my latest work for Seeking Alpha I explain why I think precious metals prices are headed lower, maybe much lower and the dollar is the reason.

Article: Not So Precious: The Dollar Is A Problem For The Precious Metals


 

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

The Mexican Peso: An Oil Hedge Bought Some Stability But That Is Only Part Of The Story

March 20, 2015

Mexico hedged their 2015 oil production at $76.40 per barrel. The Mexican peso has continued to fall although it has fallen less than other Latin American currencies. In my latest article for Seeking Alpha I look at the peso in light of the oil hedge and the dangerous situation in the country which could mean the peso is headed much lower.

Article: The Mexican Peso: An Oil Hedge Bought Some Stability But That Is Only Part Of The Story


 

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

Sugar – A Sweet Commodity; A Sour Market

March 17, 2015

Since 2011 when the price peaked at over 36 cents per pound sugar has been in a bear market. In my latest work for Seeking Alpha I examine the prospects for this sweet commodity that broke through long-term support last week at 13 cents.

Article: Sugar – A Sweet Commodity: A Sour Market

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

Natural Gas: Another Week Of Nothingness

March 16, 2015

Natural gas prices have not done much over recent weeks. Now that winter is ending many analysts expect the price of natural gas to fall. In my latest piece for Seeking Alpha I examine the current state of the natural gas market and explain why in this commodity it is best to expect the unexpected.

Article:  Natural Gas: Another Week Of Nothingness


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

Crude Oil Falls To The Bottom Of The Range: Is This A Dip To Buy?

March 16, 2015

Crude oil has been in a trading range so far in 2015 between roughly $45 and $55 with $50 as the pivot price. Last week NYMEX crude oil fell to the bottom end of the range. In my latest piece for Seeking Alpha I take a look at the high odds probably that oil will remain in the trading range and a way to play for the top of the range using an ETN product designed for short-term trading opportunities.

Article:  Crude Oil Falls To The Bottom Of The Range: Is This A Dip To Buy?


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

Commodity Prices And The Dollar: Why The Dollar Could Mean An Ugly Year For Certain Raw Material Prices

March 16, 2015

The dollar continues to make new highs every month. The greenback closed on March 13 at its highest level since April 2003. In my latest article for Seeking Alpha I examine where prices of key commodities were back in 2003 and explain why the dollar trend and fundamentals paints an ugly picture for raw material values in the coming months.

Article:  Commodity Prices And The Dollar: Why The Dollar Could Mean An Ugly Year For Certain Raw Material Prices


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

Natural Gas: March Comes In Like A Lion

March 9, 2015

Natural gas prices showed a bit of strength over the past week as the EIA reported the biggest inventory withdrawal of the year. In my latest work for Seeking Alpha I examine the current state of the natural gas market and wonder whether we should expect the unexpected in this volatile commodity.

Article:  Natural Gas: March Comes In Like A Lion


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

A Guru Says Oil Goes Higher; Meanwhile It Is Going Nowhere – For Now

March 6, 2015

I worked for Andy Hall, the famed oil trader, at Phibro for the better part of the 1990’s. In my latest article for Seeking Alpha I look at Hall’s latest letter to investors and his advice about the price of oil which may have found a bottom according to the best oil trader in the world.

Article:  A Guru Says Oil Goes Higher; Meanwhile It Is Going Nowhere – For Now


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

Gold Is On Life Support: 5 Reasons Gold Is Going Lower

March 9, 2015

On Friday March 6 the price of gold traded below the end of 2014 price for the first time this year- gold is now lower on the year. In my latest piece for Seeking Alpha I look at the price of gold and offer five reasons why I think gold is headed lower.

Article:  Gold Is On Life Support: 5 Reasons Gold Is Going Lower


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