Matthew Bradbard

Today in Commodities: A Fitting End

Major breakout on the charts, the trend is clearly up on top of the #1 and #2 producers in the world are having crop issues; Brazil and India. The margins are currently reasonable and one can still buy quality options with a ton of time and not pay an arm and leg. We would suggest positions out til' March 10' currently.


On Aug 23 01:40 AM BullnBear wrote:

> Matthew,
>
> I’m not asking for you to give up too much of your game I hope but
> what is your main catalyst on an upward sugar push from these levels?
> Are you just looking at supply and pricing on shortage currently
> or possibly a longer term shortage?
>
> Any thoughts on CZZ or IPSU at these levels with a potential push
> upward in raw sugar pricing?

Today in Commodities: A Fitting End

I agree, at the moment we have some clients long both crude and natural gas. We are looking for an exit in crude very soon. I would not suggest getting short out right but I too notice how far this ratio is out of whack. Depending on your account size and risk tolerances you could trade futures, mini-futures or options. Based on the fact that you would be bucking the trend on both positions we would most likely suggest options with 2/4 months. Contact us for pricing or so we can discuss the risk:reward. Logically this spread should come in over ther next few months. By putting on both positions it would be non-directional but rather just a bet on the ratio coming in.


On Aug 23 03:43 PM Bill Herbert wrote:

> Matthew, or anyone -
>
> I've been holding off valiantly on the long nat gas / short crude
> oil trade for the past two months. With the ratio now around 26.3
> to 1 as of the close on Friday 8/21, I can't stay away from it any
> longer.
>
> I know we have an enormous NG glut and I also know that demand is
> likely to remain stagnant for at least the next few months, as we
> get into milder weather and slack industrial usage. It could get
> ugly, but I will be surprised if the Crude-to-NG ratio can go beyond
> 30-to-1.
>
> I'm wondering if anybody has some insights as to how to most effectively
> position the account in terms of moderate risk, a hedged position,
> and reasonable use of leverage. I want to be there when the spread
> comes in, and I would love to triple my invested money in a few months
> from riding the position, and the move may occur quite suddenly and
> violently depending on world events and/or a big hurricane.
>
> Any constructive thoughts would be appreciated,
>
> thx

Today in Commodities: Strong Like Bull

Not real time. We do have discount services or broker assisted accounts though. I write a daily blog usually around 3:30 pm est. a weekly commentary that is published Monday mornings and generally 2 research articles per month.


On Jun 24 08:21 AM drbob101 wrote:

>
> Hiu Matthew,
>
> I am a private futures trader. Do you have an advisory newsletter
> or service to follow your suggestions real time?
>
> Thank you
>
> On Jun 23 07:33 PM Matthew Bradbard wrote:

Today in Commodities: Strong Like Bull

Call or email me directly and I can show you the managed futures programs we work with or some of the plays we are suggesting to our broker assisted clients


On Jun 23 05:54 PM tunaman4u2 wrote:

> For a small investor like myself... what is the best site\program\vehicle
> to trade the commodities you speak of?
> Thanks

2008 Review and 2009 Outlook - What Lies in Store for U.S. Markets? (Part II of III)

We is my company; MB Wealth. Glad you enjoyed the article.


On Jan 29 10:10 AM optionsgirl wrote:

> very good article. But who is the "we" you write of? Why don't you
> write in the first person?

The End of the End-of-the-World Trade

I am humored by the fact that investors say the bull market in commodities is coming to an end. Yes it has and will continue to be a bumpy ride because of the enormous leverage and the extreme volatiltiy. I am not suggesting to get out of stocks all together and replace it with commodities but investors that have the stomach should have some exposure to commodities (5-20%) depending on risk tolerance and investment goals. From January 1, 2008 the Dow is down 16%, S&P down 17%, Crude up 12%, Gold down 6%, Soybeans are even, Live cattle up 10%, Sugar up 17% just to look at a few of the commodities. So help me understand again how the bubble has burst please????The late comers have got slammed but commodity investors with a larger than 1 quarter time horizon keep the faith. If you want to know specific plays we are making check out or commodity newsletter. www.mbwealth.com/repor...

Second Worst Month For Commodities Ever

If we are truly in a bull market in commodities shouldn't investors be scaling into longs on this dip??

The Corn Shortage: Ideas for Investors

In response to "seekingvalue" why not just buy sugar on the ICE exchange whether it be options or futures with a long term view point. We are buying sugar for our clients look at recent reports.

Weekly Market Commentary: May 19th - May 23rd

If you are looking 2 years out and have the margin you could trade futures. I would approach softs in that manner because the premium you would pay for that amount of time with options would be exhorbinant. Another play would be to trade options with less time and roll them forward. What we trade on behalf of clients for softs: sugar, cotton, fcoj, cocoa, coffee, lumber. For specific plays we are recommending call or e-mail 888-920-9997 or [e-mail]