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Macro Economist
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I am a 13 year veteran of the buy-side, with over a decade of experience in Investment Management, at one time overseeing several billion dollars in hedge fund assets for institutional clients. Currently, I advise wealthy families on their investment portfolios as well as trade my own money. ... More
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Macro Musings
  • Is Sugar Bottoming? 0 comments
    Oct 4, 2012 8:48 PM | about stocks: SGG, CANE, SGAR

    Sugar is bouncing off deeply oversold levels versus the commodities complex.

    (click to enlarge)

    No doubt, the fundamentals for this trade aren't great. Sugar has been in surplus since it's spectacular run in 2009.

    But we think at these prices, sugar could be seen as potential energy reflation play as Brazil attempts to limit petrol imports. All bets are off.

    Petrobras backs more ethanol in gasoline to cut imports

    Disclosure: I am long CANE.

    Stocks: SGG, CANE, SGAR
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StockTalks

  • You cannot be serious on this mid day equity rally in the midst of an even stronger bid to bonds (the smart money)
    Apr 5, 2013
  • Will I ever get apologies from those who harassed me telling me I was a horrible Macro Economist and wrong about bonds? I doubt it.
    Apr 5, 2013
  • Why are bonds bid? Stocks are the "only game in town." Laugh Out Loud...You will all see how screwed the world is.
    Mar 19, 2013
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