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Dr. Duru  

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  • Rio Tinto Trades Close To Its 52-Week Low And Yields More Than 5% [View article]
    Such a switch in importance could get me more constructive on shares.
    Jun 23, 2015. 10:01 AM | 1 Like Like |Link to Comment
  • Rio Tinto Trades Close To Its 52-Week Low And Yields More Than 5% [View article]
    So where does your optimism for iron ore prices come from?

    Also, as a factor for prices, you didn't mention falling demand for steel in China. See Rio Tinto's President of iron ore for confirmation of the bearish short-term outlook.

    Finally, I assume you did not mean to call RIO an iron ore minor...?
    Jun 23, 2015. 04:42 AM | 1 Like Like |Link to Comment
  • The Teucrium Corn ETF Faces A Major Test As Crop Data Continues To Weigh Heavily [View article]
    Will do! I tried that seasonally buy two years ago with no luck. Bounce did not come until January. Starting to wonder whether each year IS "different" after all...
    Jun 23, 2015. 02:27 AM | Likes Like |Link to Comment
  • The Teucrium Corn ETF Faces A Major Test As Crop Data Continues To Weigh Heavily [View article]
    Thanks for the reminder. I have heard murmurings of El Nino but was not trying to get my hopes up for drought relief in California. JO looks like an incredible bargain at these prices....
    Jun 23, 2015. 02:24 AM | Likes Like |Link to Comment
  • The Teucrium Corn ETF Faces A Major Test As Crop Data Continues To Weigh Heavily [View article]
    I will do my best. I honestly check in on CORN (and ag market dynamics) a lot less than other areas. But over time I am trying to get incrementally better. Lots of opportunities here!
    Jun 23, 2015. 02:23 AM | Likes Like |Link to Comment
  • Yellen Puts A Cap On The Dollar As She Soft-Pedals On Rate Hikes [View article]
    I think the Fed is managing this process so as to NOT create a major market move. So, through guidance, they are trying to get expectations in line with their timetable. But if futures are stuck on December, then the Fed is likely to defer so as to not create a "surprise." The interesting twist is that most analysts seem to be ignoring the Fed Futures market when they make forecasts of a June hike...and now September. So, this week's big "surprise" was more a result of folks not looking to or believing Fed Futures...
    Jun 19, 2015. 03:25 PM | Likes Like |Link to Comment
  • Yellen Puts A Cap On The Dollar As She Soft-Pedals On Rate Hikes [View article]
    Good catch! And they didn't even wait until next week to do the repeat. Today (Friday, June 19), Williams claimed rate liftoff this year. Amazing song and dance. The market barely responded this time though.
    Jun 19, 2015. 03:22 PM | Likes Like |Link to Comment
  • U.K. Jobs, Bank Of England, Sterling And Yield Spreads [View article]
    Where do you look up those odds for the timing of a BoE rate hike?
    Jun 17, 2015. 08:29 PM | Likes Like |Link to Comment
  • The Fed Appears Poised To Heed Odds For A December Rate Hike [View article]
    Ah. Good point. A rate hike in December is like coal as a stocking stuffer. There is still October for a first rate hike. I am guessing the odds from futures will bounce back and forth between October and December until the next beam of "clarity" from somewhere, someone, or some meeting....

    As I type, the dollar has weakened notably as expected....!
    Jun 17, 2015. 02:11 PM | Likes Like |Link to Comment
  • The Fed Appears Poised To Heed Odds For A December Rate Hike [View article]
    I should have mentioned that economists/analysts in surveys continue to predict rate hikes starting in September. For example, CNBC's latest Fed survey of 39 of these folks: http://cnb.cx/1FlZvBb
    Jun 17, 2015. 05:14 AM | Likes Like |Link to Comment
  • Trading The Market Divergences From Iron Ore's Recent Rebound [View article]
    Fascinating! I didn't know that Andrew Forrest was involved personally with Atlas. Atlas is back in operation now, correct? So, it will be another marginal producer still adding to supply for the time-being....
    Jun 16, 2015. 04:28 AM | Likes Like |Link to Comment
  • The Teucrium Corn ETF Faces A Major Test As Crop Data Continues To Weigh Heavily [View article]
    CORN is the best way to bet directly on corn. If you have a unified opinion across grains/agricultural products, you could try DBA. It looks like it is abotu to follow CORN lower here though...
    Jun 16, 2015. 04:26 AM | 1 Like Like |Link to Comment
  • Homebuilders mostly snooze as rates rise, Hovnanian tumbles [View news story]
    Hovnanian is in a special bucket and its issues are usually company specific. Note they have some of the lowest margins in the business. They also lost money this quarter.
    Jun 9, 2015. 04:33 PM | Likes Like |Link to Comment
  • Trading The Recent Divergence Of The Canadian Dollar And Oil Prices [View article]
    I agree. I also thought 1.24 would hold as resistance and traded accordingly!
    Jun 8, 2015. 09:50 AM | Likes Like |Link to Comment
  • The Timetable For A Rate Hike Finally Moves Up But The Dollar Fails To Benefit [View article]
    The recovery is still in progress for sure. And this recovery has been painfully slow. But measured against where we were and how far we have come, this report was more good news.
    Jun 7, 2015. 12:16 PM | Likes Like |Link to Comment
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