MBWealth’s Commodity Blog

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 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 [...]

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 [...]

Crude oil settled over $50 once again and moving up 35% in just the last month….. but we have no inflation! Brace your self for what is to come, we continue to advise clients to buy dips in crude, RBOB and natural gas.  April postions may run  out of time but being long May and [...]

For no rate change the market still reacted violently with the Fed all but admitting inflation is in our future. They have committed for the next 6 months to get the cost of borrowing down…hence rates down prcies up on debt. This should set up a fantastic short in the euro-dollars. Keep your powder dry, [...]

We would advise traders to be out of 2/3 of their longs as prices could go either way from here on the ES trades. Ultimately we are looking for a little more on this move but based on todays action we could see some profitt taking off the most recent dead cat bounce. We would [...]