sbenard

http://globalcapital.blogspot.com
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207 Comments

    • Sun Apr 20th 23:37 PM | Rating: 0 0
      Commented on:
      Why the Breakfast Index Isn't Good for You
      Ugh! No one can any longer afford to break the fast!
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    • Tue Apr 15th 08:20 AM | Rating: 0 0
      Commented on:
      Get Out of Commodities - Barron's
      Meanwhile, if one looks at the GSCI Commodity Index futures, the price is very close to an all-time high. Funds will be just as eager to sell when the market looks ripe to sell. I will. But for now, the strong demand fundamentals still say "buy". The limited supply says "buy". Wheat stocks in the U.S. are at 60 year lows per the USDA. Oil is running out -- Russia's production is falling. Traders are pricing in perfect weather in North America for this years grain harvest, and yet prices are moving higher. That's because global supply is so tight. Rioting around the world occurs because prices are so high. Blame the US COngress for their misguided policy on subsidizing ethanol, causing the world food supply to shrink so we can put it in the gas tank.That's bullish as soon as less-than-perfect weather appears. The fundamentals just keep saying, "buy, buy buy".
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    • Tue Apr 15th 00:49 AM | Rating: 0 0
      Commented on:
      Riots in Egypt and the Price of Wheat
      P.S. I look forward to some future day when we can buy ETFs for individual commodities here in the U.S. they way they can in Europe. We need to ask the ETF cos. here for this.
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    • Tue Apr 15th 00:48 AM | Rating: 0 0
      Commented on:
      Riots in Egypt and the Price of Wheat
      GRU is a better ETF in the U.S. for wheat. DBA includes grains+sugar with equal weighting (25% each), but GRU is 45% weighted toward wheat.

      That said, wheat has been moving steadily downward in recent weeks. However, I've noticed that volume indicators suggest that heavy buying has been going on in recent days. This may suggest an upturn soon.
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    • Tue Apr 15th 00:40 AM | Rating: 0 0
      Commented on:
      On (Too Much) Fed Independence
      Ditto to my colleagues. It seems that this author ignores that Congress already does just spend like they'll die tomorrow and the Fed kindly obliges by printing with the same style. M3 is up 15% in the past year, far more than productivity or GDP would justify. Is it any wonder inflation is going higher and higher, with oil hitting another new record tonight? The last thing we need is a Fed with more power and zero oversight from the people's representatives!
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    • Sun Apr 13th 20:54 PM | Rating: 0 0
      Commented on:
      Consumers Shifting Food Purchase Patterns Into Recession Mode
      Informative article! Thanks!
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    • Sun Apr 13th 20:51 PM | Rating: 0 0
      Commented on:
      Fed Easing: No Free Lunch for Dollar, Oil and Commodities
      Curious Cat,

      Sounds like you think the solution to the world's problems is that we return to the dark ages where no one owns or buys anything. Serfdom, here we come!
      View article »
    • Sun Apr 13th 20:49 PM | Rating: 0 0
      Commented on:
      Fed Easing: No Free Lunch for Dollar, Oil and Commodities
      Devaluing the Dollar is not the ticket to prosperity. Every dollar multinationals earn over seas is fools gold. Those earnings are artificially inflated, and these corporations love it because it's easy money they don't have to work for. But every easy dollar they bring back to these shores buys less and less to their shareholders and employees. It's the illusion of prosperity, not the real thing! No nation in the history of the planet has ever achieved lasting prosperity by devaluing its currency. They ultimately end up destroying themselves instead. That's the only sure thing that occurs from destroying the currency. Just ask Robert Mugabe or the Wiemar Republic.
      View article »
    • Tue Apr 8th 09:38 AM | Rating: 0 0
      Commented on:
      Jim Rogers: Fed Policy is 'Outrageous'
      Go Jim Rogers! I like someone who tells it like it is. What was most sad to me was when he said that, "In America, most people do not understand there is a problem." How true! Americans expect that the future will look like the past, but they don't realize that the dynamics of the world have changed, and their own Fed and politicians are selling them out!
      This is bound to end very, very badly!
      View article »
    • Sat Apr 5th 11:03 AM | Rating: 0 0
      Commented on:
      Barclays Launches a Carry-Trade Currency ETN
      How is this ETF different/better than the Powershaes Currency Harvest Fund (ticker- DBV)? DBV has been a relatively poor performer of late -- down nearly 10% in the past month. When the Yen was dropping continuously, DBV (and the carry trade) performed well. Thus, perhaps this fund could be considered an anti-Yen trade? Thoughts anyone?
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    • Thu Mar 27th 19:45 PM | Rating: 0 0
      Commented on:
      Profiting from Argentina’s Big Policy Mistake
      I've been trying to follow this story, because it has such a huge impact on soybean prices. I trade soybeans almost exclusively, and posted an article yesterday that was supportive of the farmers. I hope they win this battle! Thanks for the write-up!
      View article »
    • Thu Mar 27th 18:55 PM | Rating: 0 0
      Commented on:
      Why I Don't Own Commodities
      I know why you don't own commodities. You don't like making money!
      View article »
    • Mon Mar 24th 17:45 PM | Rating: 0 0
      Commented on:
      Bespoke's Commodity Snapshot: Key Support Lines Challenged
      You gents speak of 2 standard deviations. Those are just Bollinger Bands. I use them, love them, in my trading. But even John Bollinger, the creator, recommends against trading based solely on Bollinger Bands. I use them with other indicators, suggest other people do also. Otherwise, I'd end up in the poorhouse.
      View article »
    • Tue Mar 18th 00:11 AM | Rating: 0 0
      Commented on:
      Now Presenting: Deflation!
      Do not trust this person with your money. Anyone who can buy just about anything and see deflation can't be trusted!
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    • Sun Mar 16th 16:17 PM | Rating: 0 0
      Commented on:
      $200 Oil Is a Very Real Possibility
      At first I was a skeptic of the premise of this article. Then I got out my financial calculator. Based upon the rate of energy inflation since Feb 1, oil would hit $150/barrel by May 1, and more than $200/barrel by July 4th. The one thing we have to wonder about, however, is this: Will demand shrink if oil prices keep rising? That's $6-8/gallon of gasoline by mid-summer! I don't know if demand is that inelastic! Still, I hold onto my (gold and) oil ETFs.
      View article »
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