Henrique Simoes

Commodities Outlook for 2010, Goldman Sachs Edition

Interesting

GS thinks that Gold has the biggest profit potential?

I disagree. I think Ag commodities will do better

Time for the 'Commodities Contrarian Contango' with Precious Metals and Energy

Good article, Marc.

I am short oil and I have been posting my real time trading decisions in my blog.

Basically and in a simplistic way, I am short because underlying conditions will prevail. Oil will trade back down to the low fifities in a jifty.

Soaring Silver, Stalling Gold

Gold is up 3.7% in the last 52 weeks. Oil is down 60%. That`s quite an overperformer in the commodities arena. Performance data here:

oiltradersblog.blogspo...

But why is Gold holding up better than anything else?

Oil Breaks Below $38; Bespoke's Commodity Snapshot (12/18/08)

Who could imagine just a few months ago that oil futures could trade at 36 dollars a barrel? Pretty amazing. In the financial markets the old and bold traders tell you all the time to expect the inexpectable. Planning for extreme scenarios is absolutely necessary for survival in the markets these days.