MBWealth’s Commodity Blog

Please click on the spreadsheet to view, zoom to 100% if needed. The Line in the Sand format has changed, you will be receiving the chart on Monday’s. Please visit Matthew’s Daily Thought for your market wrap ups and predictions. In addition he will be posting a new article per week, you can find those [...]

      For July 6th– July 10th 2009 By: Matthew Bradbard     With half of 2009 behind us investors may be wondering if they have enough exposure to commodities in their portfolios. Several commodities gained value in the first 6 months of the year on expectations for a global economic recovery and on [...]

For June 29th– July 3rd 2009 By: Matthew Bradbard At this point I’m not sure whether the global recovery has begun or this is just a head fake, who will win the tug of war between inflation and deflation, if Treasuries are the next bubble, if the buying from China is sustainable or when interest [...]

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 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 [...]