MBWealth’s Commodity Blog

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 [...]

For April 13th– April 17th 2009 By: Matthew Bradbard The word is China’s economic recovery will begin later this year and pick up into 2010. This may be true but what about conditions in the US, Europe, India and emerging markets?  We are starting to see some light domestically but have things really gotten considerably [...]

For April 6th– April 10th 2009 By: Matthew Bradbard As G-20 leaders met last week to deal with the global crises there seems to be a growing sense that the worst of the financial crisis may have past. We couldn’t disagree more and think there are still rough times ahead. The FASB approved a change [...]

For March 30th– April 3rd 2009 By: Matthew Bradbard Have things gotten better? I don’t know, but investor’s confidence has returned. It’s not so much that things have improved dramatically, but rather that investors are willing to take some risks now that we have gotten more clarification from Bernanke, Geithner and Co. After weeks of [...]

For March 16th- March 20th 2009 By: Matthew Bradbard The Federal Reserve reported that the net worth of US households was down 18% in 08′, the biggest drop in 57 years of record-keeping. You can no longer expect to gain 10% a year on your real estate, buy and hold no longer works in the [...]

March 9th– March 13th 2009 By: Matthew Bradbard This is not about more taste or less filling but rather the more government involvement and medaling in the markets the less likely we will get a prompt recovery and return to a sustainable economy. What should be on your radar this week is the USDA report, [...]

March 2 -6 2009 By: Matthew Bradbard There is a significant difference between preservation and appreciation. In this environment traders/investors must be at the top of their game as unpredictability is widespread and the magnitude of movement in all asset classes is voracious. We want to expand upon one of our posts from last week [...]

February 23 -27 2009 by: Matthew Bradbard In his infinite wisdom I quote one of Rick Santelli’s comments from last week, “Instead of giving away fish we must teach the public how to fish.” Although I think he tweaked the original, this version is more suitable in its current context. The way I view it [...]

February 17, 2009 By: Matthew Bradbard It was evident very little could be done at the G-7 meeting to help the global slowdown. The G-20 summit in April could be more of a pivotal event. More than comments from the G-7, we would look for the passing of Stimulus Deux, the bank rescue and moratorium [...]