Commodities Archive

Market Commentary, Pricing In Normalization in 2021, The Point of Maximum Optimism, ZM Earnings

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Is The Market Too Strong?, WMT & HD Earnings, Copper & Bitcoin

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Market Internals: A Look Beneath The Surface

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The Chinese Slowdown

NOTE: Every week or two I wrote a Client Note for my clients. I post the notes to my blog but with a time delay usually between 1 day and 1 week. To receive the ...
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Top Gun FP Client Note: Commodity Crack-Up May Signal Start Of Larger Correction

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Top Gun FP Client Note: The Limits Of A Commodity Led Stock Market

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An Emerging Bubble In Farm Land

March 4, 2011  ·  Category: Commodities, Inflation
It's getting scary. - Mike Green, Real Estate Auctioneer who auctions farms in Iowa Source: "In Price of Farmland, Echoes Of Another Boom", The New York Times, March 4, B1. Prediction: Crop prices will fall and interest rates ...
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Top Gun FP Client Note: Why Simmering Inflation Is Poised To Knock This Market Down

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Independent: Middle East In Talks With China, Russia To End Dollar Dealing For Oil

October 6, 2009  ·  Category: Commodities, Currencies, Foreign Exchange, Market Commentary
In the most profound financial change in recent Middle East history, Gulf Arabs are planning – along with China, Russia, Japan and France – to end dollar dealings for oil, moving instead to a basket ...
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Is The Commodity Rally A Head Fake?

June 11, 2009  ·  Category: China, Commodities, Market Commentary
China’s strategic stockpiling and replacement of lower-quality domestic production with higher-quality imports have supported the recent rally in prices for many base metals, but we will not see a sustainable turnaround in demand until the ...
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