Posts Tagged ‘spread’

Commodities take a Breath

Monday, June 22nd, 2009

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 [...]

When in Commodities, Do what China does

Tuesday, May 26th, 2009

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 [...]

Bulls, Bears, Pigs and Sheep

Monday, May 18th, 2009

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 [...]

Being objective as a Commodity investor

Monday, May 4th, 2009

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 [...]

Supply & Demand in Commodities

Monday, April 27th, 2009

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 [...]

Are the Stress Tests causing you Stress?

Monday, April 20th, 2009

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 [...]

“Investors must exercise patience”

Monday, April 13th, 2009

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 [...]

“Half empty or Half full?”

Monday, April 6th, 2009

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 [...]

“It’s all about confidence”

Monday, March 30th, 2009

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 [...]

“Is Diversification key in preserving wealth?”

Monday, March 16th, 2009

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 [...]