Commodities General

The Latest Commodity Correction

March 24th, 2008
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By matt
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Twitter It!By Jake Bernstein www.trade-futures.com When commodity prices were in the doldrums of bear markets and there were few “experts” who were willing to express bullish expectations, I told you that big bull markets were coming. All along I advised patience. And your patience was handsomely rewarded if you remained long. When a virtual army [...]

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Jake Bernstein – Why Traders Break the Rules

January 29th, 2008
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By matt
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Twitter It!Periodically, we like to post articles by industry veterans like Jake Bernstein, which could contribute to improve the trading discipline of our clients and readers. During volatile times like this, this could help us navigate our way through the markets. An Article by Jake Bernstein Why Traders Break the Rules www.trade-futures.com In my nearly [...]

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Ever heard of Jerome Kerviel? Bernanke would probably like to meet him.

January 28th, 2008
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By matt
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Twitter It! I had never heard of him either…..until last week.  He was the trader who single-handedly caused a world of chaos on Martin Luther king day here in the US.  That same day, I stopped by the office early that morning, just to catch up with some office work and as soon as I [...]

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And then the market fell….

January 16th, 2008
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By matt
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Twitter It!   Let me tell you, it’s not pretty sitting in front of the quote machine, these days. I have been wanting to write this blog for quite some time, because like every other investor I am clinging to the sense of hope as I am looking for a bit of positive news.   [...]

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Inflation and Commodities

November 12th, 2007
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By matt
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Twitter It! In case I wasn’t clear enough in the past, I want to reiterate that inflation is alive and on a roll not only in the US but on a worldwide scale. The currency devaluation/inflation situation we’ve seen in the US Dollar vs. European, Canadian and Aussie in the last 3 years has only [...]

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IS THE BULL RUN OVER FOR GRAINS?

October 30th, 2007
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By matt
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Twitter It! In one word: No. Let’s look at some supply/demand numbers for each of the grains. Corn: USDA estimates for 2008 place total US Corn production at 13.32 billion bushels; usage at 12.64 billion bushels putting ending stocks at 1.675 bb (billion bushels). To put the ending stocks figure in perspective, let’s look at [...]

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CARRY TRADE, BOJ and the FED

August 23rd, 2007
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By matt
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Twitter It! Someone asked me recently what is meant by “Carry Trade”. In the simplest terms possible, the carry trade is the favorable spread between one interest rate and another. In other words, banks borrow money at a cheaper percentage rate (say at 3%) than they lend it (say at 5%). A perfect example of [...]

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