Monday, January 10, 2011

Monday 1/10/11 Commodity Ideas

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Opening Note: Yesterday The Unemployment rate dropped to 9.4% Friday, which is Bullish at first blush. However, the jobs created was still...
Friday, January 7, 2011

Friday 1/7/10 Commodity Ideas (Pre-Unemployment)

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Opening Note: Because I am crunched for time to get this letter out prior to Unemployment I am going to forgo the recap today and instead l...
Thursday, January 6, 2011

Thursday 1/6/10 Commodity Ideas

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Opening Note: Yesterday My thinking yesterday morning that a weak Commodity sector would spill over into the strength of the Equity market ...
Wednesday, January 5, 2011

Wednesday 1/5/10 Commodity Ideas

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Opening Note: Yesterday & Monday On Monday the Equity markets led the rally to begin the new year with clearly the most new allocation....
Monday, December 27, 2010

Monday 12/27/10 Commodity Ideas (Mid-Day Edition)

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Opening Note: Over the Christmas holiday China finally raised interest rates 1/4 percent to back up months of speculation on the issue. Th...
Monday, December 20, 2010

Monday 12/20/10 Commodity Ideas

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Opening Note: Trade Light Talking about what happened yesterday or the day prior is less useful right now. What the markets are showing is...
Tuesday, December 14, 2010

Tuesday 12/14/10 Commodity Ideas...Late Post

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Opening Note: Yesterday In spite of the market strength yesterday an afternoon sell off in the Nasdaq caused the Equity Indices to settle n...