For December 15th– December 19th 2008 By: Matthew Bradbard To figure out where commodities are going, the main questions that need to be answered are: what type of demand will come out of China and where is the US dollar going? Is the Chinese driven commodity boom over? Not over, but expect a significant slowdown. [...]
By: Matthew Bradbard The recession is official and it appears we have been in it for just about a year, but what does that really mean? If in fact the current recession has now lasted 12 months it has gone longer than the past two recessions in 2001 and in 1990-91, each lasting eight months. [...]
Forwarded by a trader at FC Stone 1. Excesses in one direction will lead to an opposite excess in the other direction. They always do. Until everyone fears the worst, and capitulates, markets will exceed expectations. Then, in the correction, will exceed expectations again. 2. Markets tend to return to the mean over time. This [...]
By Matthew Bradbard December 2, 2008 All asset classes have been hit and commodities are no different, as a way to diversify we suggest that investors with the financial ability, understanding, and intestinal fortitude have 10-20% of their portfolios invested in commodities. We suggest trading both futures and options depending on the circumstances and would [...]
By: Matthew Bradbard Hurricane season is now behind us, however there were some serious storms brewing last week in Mumbai, India as terrorists killed more than 150 and injured over 300. China announced their biggest interest rate cut in decades, raising the prospect that the country’s booming demand for commodities will weather an economic slowdown. [...]
By: Matthew Bradbard Obama, Biden, Geithner, and Clinton they are all welcome changes with a new administration, but have things really improved yet? Our 2 main focuses are: when will oil bottom and when will the dollar top? That will be when most commodities should be bought, looking for, at minimum, a tradable bounce and [...]
By: Matthew Bradbard It’s tough to keep up with the day to day happenings, but the most important recent events as we see it are the re-structuring of the TARP, the announcement of a Chinese stimulus plan, the G-20 meeting, the November 15th hedge fund redemption deadline, and the presidential election. There is so much [...]
Published November, 7 2008 By: Matthew Bradbard The lone ranger may have made this line famous, but it’s our opinion that investors properly positioned in silver futures and options may be singing that same tune in 2009. While the price of silver may remain volatile and unpredictable in the short run, we expect to see [...]
By: Matthew Bradbard If you haven’t heard by now, the results are in and Barack Obama was elected the 44th President of the United States and the markets are still trying to figure out if this is good or bad. Without talking politics my overall feeling is that change is good and necessary; we will [...]
To view our current commentary that is published on Mondays and gives you a look at the week ahead, click here to subscribe: http://mbwealth.com/subscribe.html by: Matthew Bradbard “The only thing we have to fear is fear itself” – Franklin Delenor Roosevelt Governments around the globe are pulling out all the stops with coordinated interest rate [...]
