MBWealth’s Commodity Blog

June 22 – 26, 2009 by: Matthew Bradbard   Any sustainable bull market needs to take a breath and rest up for the next leg. The long commodity trade that has been working for the last several months has been momentarily put on hold. So what to do as a trader? We have taken profits [...]

For June 15th– June 19th 2009 By: Matthew Bradbard Barron’s roundtable did not disappoint as some of the most influential financial minds were interviewed on what has happened and what is to come, oddly enough we agree with most of what was said. The general themes were: gold should be in your portfolio, a correction [...]

For June 8th– June 12th 2009 By: Matthew Bradbard Call it what you want but traders make money on identifying an opportunity and capitalizing on it, not the why. To me inflation is a foregone conclusion, the timing is the tricky party. When you have Nassim Nichols Taleb setting up a new fund to exploit [...]

For June 1st– June 5th 2009 By: Matthew Bradbard We have continued to do our weekly newsletters and daily blogs as scheduled but have not done as many topic specific articles of late. We are reaching out to get some suggestions from would be commodity investors or active traders on some topics of interest or [...]

For May25th– May 29th 2009 By: Matthew Bradbard If China is increasing protein in their diets and buying more soybeans, then maybe you should be long soybeans. If China is stockpiling copper to have an ample supply for building an infrastructure, then maybe you should be long copper. If rumors circulate that China is diversifying [...]

For May18th– May 22nd 2009 By: Matthew Bradbard You don’t need to go to the zoo to see animals, rather look at the common investor and how they maneuver within their portfolio. I’m not talking about giraffes and elephants but rather bulls, bears, pigs and sheep. Bulls make money in a bull market, bears make [...]

For May11th– May 15th 2009 By: Matthew Bradbard The latest advance in stocks and commodities with the fall in treasuries and the US dollar, could in fact be a precursor of what is to come but the pace of the advances and declines is flawed. These spectacular moves in such a short time are irrational [...]

For May 4th– May 8th 2009 By: Matthew Bradbard For the last year and half we have gotten bad news about the economy and we are now starting to see more favorable news trickle in, the key is to be objective and to look at everything. It seems that all the markets are interconnected as [...]

For April 27th– May 1st 2009 By: Matthew Bradbard It is viewed by many that a modest increase in commodity prices is a sign that demand is coming back to the market. We need to point out demand is only one side of the equation, the other being supply. We do agree that once prices [...]

For April 20th– April 24th 2009 By: Matthew Bradbard According to several news sources the US government will issue a report on April 24th that explains its stress test on 19 of the largest financial firms and then release the actual results of those tests on May 4th. What these tests should confirm is that [...]