Softs say..what about me?
TweetTweetAfter highlighting the grain markets posting fresh 2.5 year highs yesterday (and then seeing them promptly sell off), the Softs staged a rally of their own today to push them to 13 to near 30...
View Article2011 Asset Class Scorecard – Round 1
TweetTweetThe data has been compiled (finally!) and it is time to see how the various asset classes stack up performance wise so far in 2011. With stocks on a tear, it does not surprise us to see that...
View ArticleWeekend Reads…..
TweetTweetWith the exception of cotton it was another slow week of trading in the markets…but don’t worry we still found plenty of good managed futures related topics to read about: Obama budget puts...
View ArticleForget Crude and Silver… what about Cotton?
TweetTweet With all the talk about the super rally in Crude Oil on the back of the unrest in the Middle East, and the Silver rally on the back of rumors of physical Silver for delivery being gobbled up...
View ArticleMarket Scorecard 2 years after the March 9th, 2009 low
TweetTweetTwo years ago today – March 9th, 2009 – was an ugly, ugly day for investors. The stock market hurtled downward, only to close at a 12 year low. The Dow Jones lost 80 points, or 1.2%, to end...
View ArticleRisk on… sort of
TweetTweetIt’s a decidedly risk on day in the markets. While initially feared to be a rally killer, the Euro Summit has bolstered investor confidence in the Eurozone’s ability to pull through this...
View ArticleFeeder Cattle (+20%) and 30 Year Bonds (+18%) top 2011 commodities performers
TweetTweetEveryone’s talking about Milk as 2011’s top performing commodity, but we’re more interested in markets that managed futures professionals actually trade, like Bonds, Crude Oil, Natural Gas,...
View ArticleThat Damned V
TweetTweetWe deliberately warned against a bad June in our newsletter a few weeks ago so that it wouldn’t happen, in a sort of reverse psychology move (whatever we say, the opposite tends to happen)....
View ArticleThe Touch… The Feel… of Limit Moves in Cotton
TweetTweetIt’s been a bumpy month or two in the markets, with reversals reminiscent of last year’s wild ride, punctuating continued fears about global growth. However, one commodity in particular has...
View ArticleLooking Inside the Cotton Peak
TweetTweetThe spike in cotton prices during the beginning of 2011 was one for the record books. Prices hit their highest point since the Civil War (although not if you adjusted for inflation), and...
View ArticleCommodity ETFs vs Long Futures vs Ag Trading CTAs
Here’s our monthly look at: 1. How the numerous commodity ETFs which have sprung onto the scene the past few years are tracking a simple strategy of just buying the December futures market of that...
View ArticleWeekend Reads
In Tall Cotton – (Futures Magazine) The Relentless Bid, Explained – (Reformed Broker) CME director had ties to AlphaMetrix – (Crains Chicago) The Best Investment Strategy? Getting Out of Our Own Way –...
View ArticleCommodity ETF Breakdown
Here’s our monthly look at the various commodity ETFs and how they track a simple strategy of buying December futures and rolling them annually. Plus, a comparison to Ag Traders and an overall...
View ArticleWeekend Reads…..
With the exception of cotton it was another slow week of trading in the markets…but don’t worry we still found plenty of good managed futures related topics to read about: Obama budget puts futures...
View Article2011 Asset Class Scorecard – Round 1
The data has been compiled (finally!) and it is time to see how the various asset classes stack up performance wise so far in 2011. With stocks on a tear, it does not surprise us to see that US Real...
View ArticleSofts say..what about me?
After highlighting the grain markets posting fresh 2.5 year highs yesterday (and then seeing them promptly sell off), the Softs staged a rally of their own today to push them to 13 to near 30 year...
View ArticlePalladium (+95%), Sugar (+92%) top 2010 commodities performers
With most markets having closed at noon (CST) today ahead of the New Year’s Eve celebration in the US, we’re able to take a sneak peak at the 2010 performance of 40 different futures markets via our...
View ArticleWhere is Dighton Capital?
With Cotton going limit down at one point today (view chart here) on news that China will be raising rates to cool off rising prices in that country, one of our clients called in asking where Dighton...
View ArticleCTAs Keeping a Close Eye on Margin Requirements
Could part of the recent sell off (excluding yesterday) in commodity markets be related to increases in margin requirements? We have seen a very volatile month of trading across commodity exchanges...
View ArticlePaul Tudor Jones weighs in on Cotton and price limits
Price limits in commodities have been a hot topic of late due to several limit up price moves in grains and the tropical softs (cotton, sugar, coffee, cocoa), and especially with Cotton being limit up...
View Article
More Pages to Explore .....