Category Archives: Commodities

BFTP: Rare Earth Day 5.0

Posted on May 20, 2019 by

BFTP:  Blast From The Past Wow, here is a blast from the past.  Ahhhh, the daze of trading rare earfs! Watch this one, folks.  It may play big in the trade war with China. Rare earth minerals could be weaponized … Continue reading →

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Commodity Correlation

Posted on August 7, 2018 by

Commodity correlation matrix pic.twitter.com/wsK7Uq9obY — ℭhi 🛢️ (@chigrl) August 7, 2018  

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Q1 in Review

Posted on March 31, 2018 by

Q1: Lake Placid To The Mavericks The markets closed out the quarter trying to recover from one of the biggest volatility shocks in history, which began in early February.   The question for Q2 is:  Was the v-shock a one-off or a … Continue reading →

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China’s Staggering Demand For Commodities

Posted on March 7, 2018 by

Great chart from the Visual Capitalist brought to of us from our favorite Polish crude and rude trader,  the Skrypecker. Now you can see why the markets work themselves into a deflationary tizzy when China hits a speed bump.  

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The Year In Review

Posted on December 31, 2017 by

An incredible year in the markets. Here’s a quick snapshot: Fixed-income – The high yielders significantly outperformed; – Greece 10-year yield down 300 bps in 2017; – China 10-year moved 85 bps higher to around 4 percent; – The U.S. … Continue reading →

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Week In Review – September 15

Posted on September 17, 2017 by

Global Stock Indices Good week for stocks. Major U.S. major indices closed at record highs.   Brazilian stocks at new highs as traders remain confident President Temer will implement market reforms even though he faces a second round of corruption … Continue reading →

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Week in Review – August 18

Posted on August 20, 2017 by

Stock Indices Argentina stocks up big after the ruling coalition did better than expected in primary legislative elections last Sunday.  Emerging markets generally better bid than DMs.   Europe traded better as it looks the mighty Euro is taking a rest … Continue reading →

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2017 First Half Key Takeaways

Posted on July 2, 2017 by

Bonds  Big outperformance by local emerging markets and Euro periphery in first half.  Last week was pivotal as some bonds gave back almost entire year due to ECB hawkishness.  Watch this space.  More big moves here will determine asset trading … Continue reading →

Posted in Bonds, Commodities, Currency, Equities, Uncategorized | Tagged , , , , | 9 Comments

COTD: Oil Prices Surging!

Posted on February 9, 2017 by

Just not the oil you think.   Should be good for Italy, Spain, Greece, and….California. . (COTD = Chart of the Day)

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COTD: Raw Materials

Posted on December 19, 2016 by

Nice chart/infographic,  Where do our raw materials come from? From the BullionVault, WHICH countries produce the raw materials we all need and use every day? Who mines the copper, grows the timber, makes the cement and harvests the coffee all … Continue reading →

Posted in Commodities, Uncategorized | Tagged , | 2 Comments