Who’s long weed and palladium?
Category: commodities
Christmas Hangover.
Who’s still drunk?
The Rich Get Richer.
And that’s the week.
Against The Grain.
“And although I poke fun at myself, it’s no laughing matter.”
Introducing ‘BUTT’ Or ‘Uranium!’
Stop and read that last quote again. “We can actually buy uranium cheaper than we can produce it.â€
Check Back Tomorrow.
Thursday is now the “big day.”
‘I Really Thought China Would Collapse. What Am I Doing With My Life?’
“None more so than the Chinese Yuan. Although most hedgies were all betting on a massive decline, the Yuan has been strengthening like Lance Armstrong after visiting his bio-chemist.”
Orange Juice Skyrockets, Cotton Surges As Cat. 5 Irma Threatens Crops
Well, now that Hurricane Irma has become a Category 5 storm and remains on track to make landfall in the U.S. later this week, folks are getting worried about the impact it could have on crops.
And nowhere is that more apparent than in frozen orange juice futures…
Holiday Road.
“Well, that’s nothing to be proud of, Rusty…. 50 yaaaards.”
The Great Flood
Although I can’t imagine why…
Rice Futures Hit 22-Month High As Uncle Ben Says ‘I Told You So’
“What may be driving the market the most is if you look at the hurricane center’s track for what is left of Harvey, it puts it right in the middle of Delta rice country.”
‘Game: Blouses’
“It wasn’t even like it was close”…
‘Party On Wayne.’ What Could Possibly Go Wrong?
“To be clear, the reason ‘what can possibly go wrong?’ has become such a ubiquitous phrase these days has a lot to do with the fact that this has all become one trade.”Â
Iron Ore Soars As China Construction Gauge ‘Booms To Enhance The High’
“Construction industry boom to enhance the high.”
5 Tail Risks That Could ‘Spoil The Party’ & Why One Bank ‘Stopped Worrying’
“We continue to stand by the message that a window of opportunity remains open”…
‘I Come Back To You Now’: Kolanovic Returns, Everyone Panics
“…at the turn of the tide.”
A Dovish Fed Day In Charts
So “dovish” it was, or at least “dovish” was the market’s read on the Fed
Stocks Touch Record Highs: Full Wednesday Visual Recap
“So much winning, you’re going to get tired of winning”…
Iron Ore Futs Surge To $70/Ton
To whom it may concern…
Goldman Commodities Mea Culpa: ‘We Didn’t Understand The Fundamental Rules Of Investing’
“…more importantly, the fundamental rules of commodity investing have been underappreciated both by us and by market participants.”
Nickels In The Urinals: Don’t Jinx The Wheat Trade
“The Market Gods are a fickle bunch. Even if you avoid nickels in the urinals, they still seem to find ways to get you.”
One Trader Doesn’t Like Your “Hyperbole,” But He’ll Let It Slide As Long As You Don’t Mistake A Passing Pigeon For “Paree”
“It’s been a week filled with hyperbole. Trial balloons dressed up as pre-commitments. A little volatility described in cataclysmic terms and compared to jarring historical market upsets.”
Chart Of The Day: Asset Prices In The Trump Era
See if you can spot what’s still hanging on for dear life at record highs/tights despite lackluster incoming data and central bank tightening…
A Royal Shakeup, China’s Big Day Falls Flat, Crude Reality Bites
Ok, well for obvious reasons, the headlines overnight pretty much all revolved around: Saudi Arabia
Chart Of The Day: Commodities Versus China
No further comment.
Before The Fed: China?! “An Illegal Siege” On Qatar! Crude Carnage. Oh, My.
Yeah, so this afternoon the Fed will almost surely hike and folks will be looking
You must be logged in to post a comment.