The End of the End-of-the-World Trade [View article]
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...
The Corn Shortage: Ideas for Investors [View article]
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 [View article]
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 trader@mbwealth.com
2008 Review and 2009 Outlook - What Lies in Store for U.S. Markets? (Part II of III) [View 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 [View article]
Second Worst Month For Commodities Ever [View article]
The Corn Shortage: Ideas for Investors [View article]
Weekly Market Commentary: May 19th - May 23rd [View article]