MBWealth’s Commodity Blog

For January 26th– January 30th 2009 By: Matthew Bradbard It is apparent, with the US dollar looking toppish and Treasuries trading lower, that investors seem willing to take some risk. I don’t expect to see the same amount of leverage nor do I expect to see such violent moves, but after a 50-70% reduction in [...]

For January 19th– January 23rd 2009 By: Matthew Bradbard While this week may be a shortened trading week there will be plenty of movement as the economy braces itself for a new regime, seeing that the 44th President, Barrack Obama, is inaugurated Tuesday. The economic outlook remains bad, cash is still king, though we do [...]

For January 12th– January 16th 2009 By: Matthew Bradbard Right or wrong we expect more government involvement with this administration, which ultimately means troubles will arise and there will be no immediate fix to the current difficulties. With the first full week of trading under our belt in 09’ traders step back and access what [...]

For January 5th – January 9th 2009 by: Matthew Bradbard They say it’s not how you start but how you finish, but if the start of 09’ is any indication of how commodities will act this year, investors that have not positioned a portion of their portfolios in commodities may again be disappointed. It’s too [...]

For December 29th– January 2nd 2009 By: Matthew Bradbard With 2008 trading coming to a close, the majority of prices in commodities as a whole, much like other asset classes, are off considerably from their highs and volatility has been greater than ever. We see no reason for this volatility to end just because we [...]

For December 15th– December 19th 2008 By: Matthew Bradbard To figure out where commodities are going, the main questions that need to be answered are: what type of demand will come out of China and where is the US dollar going? Is the Chinese driven commodity boom over? Not over, but expect a significant slowdown. [...]

By: Matthew Bradbard The recession is official and it appears we have been in it for just about a year, but what does that really mean? If in fact the current recession has now lasted 12 months it has gone longer than the past two recessions in 2001 and in 1990-91, each lasting eight months. [...]

By: Matthew Bradbard Hurricane season is now behind us, however there were some serious storms brewing last week in Mumbai, India as terrorists killed more than 150 and injured over 300. China announced their biggest interest rate cut in decades, raising the prospect that the country’s booming demand for commodities will weather an economic slowdown. [...]

By: Matthew Bradbard Obama, Biden, Geithner, and Clinton they are all welcome changes with a new administration, but have things really improved yet? Our 2 main focuses are: when will oil bottom and when will the dollar top? That will be when most commodities should be bought, looking for, at minimum, a tradable bounce and [...]

By: Matthew Bradbard It’s tough to keep up with the day to day happenings, but the most important recent events as we see it are the re-structuring of the TARP, the announcement of a Chinese stimulus plan, the G-20 meeting, the November 15th hedge fund redemption deadline, and the presidential election. There is so much [...]