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Category Archives: Commodities
Going To Be A Slow August In Rhodes
Even though, Europe accounts for 50% of the global tourism market in terms of arrivals and has been particularly hard hit by the restrictions. Normally crowded cities such as Venice, Rome, Paris and Barcelona have stood empty. The EU currently has recommendations … Continue reading
More Adventures In Bad Government That Could Kill Americans
The cut in funding to the W.H.O. doesn’t surprise us. Does the gaslighting, blame game, attacks on globalism, and the political pettiness ever stop? Chief Of Staff It might help, by the way, if the new Chief of Staff, Mark … Continue reading
BFTP: Rare Earth Day 5.0
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
Posted in Black Swan Watch, Commodities, Rare Earth Elements
Tagged Molycorp, Rare Earth Elements
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Commodity Correlation
Commodity correlation matrix pic.twitter.com/wsK7Uq9obY — ℭhi 🛢️ (@chigrl) August 7, 2018
Q1 in Review
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
Posted in Bonds, Commodities, Currency, Equities, Uncategorized, Week in Review
Tagged bonds, Commodities, Currencies, Global equity markets, Q1 In Review, Stocks, Week in Review
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China’s Staggering Demand For Commodities
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.
Posted in China, Commodities, Uncategorized
Tagged China, Commodity Demand, Visual Capitalist
2 Comments
The Year In Review
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
Posted in Bonds, Commodities, Crude Oil, Currency, Equities, Uncategorized, Week in Review
Tagged bonds, Commodities, Currencies, Global Markets, Performance, Stocks, Year In Review
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Week In Review – September 15
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
Posted in Bitcoin, Bonds, China, Commodities, Uncategorized, Week in Review
Tagged bonds, Commodities, Currencies, Global Stock Markets, Performance, Stocks
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Week in Review – August 18
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
Posted in Bonds, Commodities, Currency, Equities, Uncategorized
Tagged bonds, Commodities, Currencies, Emerging Markets, Stocks, Zinc
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2017 First Half Key Takeaways
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 bonds, Commodities, Currencies, First Half Performance, Stocks
9 Comments
