MBWealth’s Commodity Blog

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 [...]

February 9th-13th 2009 by: Matthew Bradbard You can put lipstick on a pig but it’s still a pig. The stimulus may be necessary, but it will eventually cause inflation. No one knows what the full package price will be, however we are now approaching $770 billion in round 2 of the “economic stimulus” package. This [...]

For February 2nd– February 6th 2009 By: Matthew Bradbard The new Administration may have its hands full with a total lack of bipartisanship, the new good bank bad bank policy, and a total lack of confidence, evident by the record money on the sidelines and violent selling, showing little signs of stabilization. We expect investors [...]

January 27, 2009 by: Matthew Bradbard The real estate slowdown, credit crunch, deleveraging and overall lack of confidence around the globe became an infection that nearly brought the international economies to a halt. The largest bankruptcy case ever, Lehman Brothers, has come and gone after 158 years of business. Bear Stearns and Washington Mutual, two [...]

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 [...]

Crude oil has been down for 9 consecutive days; the longest losing streak since July 01′ when prices were at $25/ barrel.  We are in no way calling a bottom but with so many opinions leaning one way we feel we are getting closer to a bottom. Many clients have been starting to inquire about [...]