David Fry

Tuesday Outlook: Commodities, Global Markets

The low volume is because just a few are playing, then trades get crowded/overbought, and then some bad news stampedes everyone to the exits creating heavier volume. And repeat.......and repeat....and repeat..........

Tuesday Outlook: Commodities, Global Markets

bluebare, sometimes they do you a favor. I usually wait 15 minutes after the opening to make trades just to let things settle some. "Most" of the time that works out better.

Friday Outlook: Commodities, Global Markets

One of the frustrations currently is how many market sectors are in the same trend separated only by beta or degree.

I suppose doing this is becoming somewhat boring since searching the globe for uncorrelated sectors is becoming impossible. This is due primarily to low yields driving more risk taking making for a global trend.

We could get away with posting three charts probably and achieve the same thing as we do with 30 or 40 believe it or not. It's just the way things are presently. Eventually this will change.

Thursday Outlook: Commodities, Global Markets

Please ignore Ivy League, the spammer with many different names. Why people bother doing these things is hard to understand other than severe mental illness.

Tuesday Outlook: Commodities, Global Markets

Hey, we just moved from South America where we lived the past 4 years. We know all about conditions there.

Tuesday Outlook: Commodities, Global Markets

stockcharts.com/school...

Tuesday Outlook: Commodities, Global Markets

ur2smart4me: Good point about the rat droppings but most seem to be occurring in and around Washington DC, no? Besides each state has Dept of Health officials counting those droppings.........those dirty rats!!!! And, our new Regulatory Czar thinks those rats should have legal representation since these counts are no doubt an invasion of their privacy.

86999: good point! my staff has been urging me to do this but I'm just a creature of habit but will now yield to what's seems the popular way.

Re Ryu Mei: yes HAL is doing that doo-doo that he does so well.

Friday Roundup: Commodities, Emerging Markets

Thanks, everyone regarding Freddy. A lifetime friend gone is a profound thing for any of us.

As to UNG, the 22 period MA is, from my view only, a critical level of overhead resistance for it. Getting through it decisively may spell a bottom for this horrific move down.

Friday Outlook: Commodities, Global Markets

Spammer's are running amok today! Don't click on those links "no way, no how".

Friday Outlook: Commodities, Global Markets

don't click on "ivy league" spammer. be careful with this rascal.

Thursday Outlook: Commodities, Global Markets

Odds maker Dave doesn't really know. But, I did note a recent headline touting the recent rally as the "best since 1933". The rest of the story so to speak, is what happened thereafter which is too horrific for the MSM to print.

Tuesday Outlook: Commodities, Global Markets

Remember something about "big institutions" like endowments and pension plans. All have their consultants to pass the responsibility buck to. They behave little different from many retail investors chasing the latest hot sector.

The "consultancy craze" has outsourced wisdom to third parties to cover their asses leaving most plans clueless and under water.

It has been an annoying trend where the chickens have come home to roost.

Wednesday Outlook: Commodities, Global Markets

So, we need a Manufacturing Czar to figure out what's fair and feels right?


On Aug 26 03:08 PM MaxineBuck wrote:

> Manufacturing should stop being viewed as global competition. Instead,
> it should be viewed as global sharing.
>
> Every country should have 2 specific lists. One for manufactured
> at home consumer goods and one for imported consumer goods.
> These 2 lists should contain different products so those made at
> home NEVER compete with the imported goods for sales.
>
> Every country could have different ideas about what to make at home
> and what to import.
>
> Since every country would be manufacturing goods, there are plenty
> of goods available to export to other countries who want to have
> those specific goods imported.
>
> Decent paying manufacturing jobs would be quickly available worldwide,
> imports and exports would increase worldwide.
>
> More expensive green technology could be used to build manufacturing
> plants as the consumer goods produced will NEVER compete with imports
> for sales until they are exported.
>
> The competition we see today for who can manufacture the cheapest
> product would evaporate.
> Instead, the newly employed consumer may want to look for the best
> quality product to purchase.
>
> All this takes is a change in policy to achieve.
>
> This is a simple solution that doesn't send us and future generations
> further into debt.
>
> This can quickly solve the unemployment problem and soon thereafter,
> the housing crisis and credit crunch.
>
> We have a wonderful global manufacturing machine at our fingertips.
>
> So far, we have only used some of the parts (i.e. countries) and
> now we are wondering why the machine won’t run.

Friday Roundup: Commodities, Emerging Markets

They'll hit the swaps markets where GS and the others play.


On Aug 22 11:01 AM BullnBear wrote:

> Dave,
>
> Just curious about what you think the outcome of all the intervention
> and political posturing will be with UNG, USO, etc.? How far do you
> think this will all go?
>
> I think we are seeing an example of politics actually inciting a
> “speculation” of some sort as opposed to anything nefarious being
> found out.

Thursday Outlook: Commodities, Global Markets

Pulling the rug out from under unsuspecting investors certainly shouldn't be the job of the CFTC. These issues are low hanging fruit for the new administration nannies.