Which leaves us with the question, how can you tell when these articles are just stirring the crude oil pot, and when is the market actually coming out of its months long downturn? How do professional trend followers tell when a trend is over? Or about to be over?
Category: Macro Commentary
02
Feb
2015
Move over Crude, There’s a new Oil in Town
Argentina’s Biofuels Chamber, The EPA, The National Biodiesel Board, and the European Union!? Who knew Soybean Oil policies could be so exciting
12
Jan
2015
2014 – Best/Worst Performing Asset Classes
What “sport” has 1000s of teams, no rules, gets played night and day across the world with a scoreboard updated minute by minute, day by day, year by year, and decade by decade. It’s none other than the “game” of investing, where a new year is a great time to see where different assets finished in relation to each other.
30
Dec
2014
The 2014 Commy Awards
The Emmy Awards, the Webby’s, the ESPY’s, (why do they all end in y’s) we decided to do our own commodity awards… The 2014 Commy Awards:
11
Dec
2014
6 Takeaways from the Performance of 8 Asset Classes YTD
While us Managed Futures folk are a little giddy over recent performance (the best performing asset class the past three months), even we need a reminder that Managed Futures strategies (and true alternative investments) aren’t trying to outperform stocks or real estate
09
Dec
2014
The Commodity Super Cycle Ain’t Over – Yet
Great long-form piece by Erik Swartz over at Market Anthropology talking the commodity super-cycle, and how it might not be dead… We’ve talked about it being on the way to the morgue here and here.
Mr. Swarts bases his logic on multiple comparisons to different past market regimes – be it the 1930s – 1940s interest rate regime, the 1970s commodity cycle, or the 1980s stock market breakout; and gets a bit technical both with his charts and the writing:
02
Dec
2014
11 things you should know about the Crude Oil Drop
Christmas came a month early for those short Crude Oil over the past couple of months, specifically last week, and even more specifically – Friday. Since July, WTI crude has dropped more than 30%, with 10% of that coming the day after Thanksgiving. And just about everyone and their mom (mom’s who have a blog about commodities?) have written something about the Crude Oil move. Here are the ideas we found most valuable to share.
24
Nov
2014
10 of the Worst ETFs Money Can Buy
Without Further ado, the Top 10 worst performing ETFs over the past twelve months:
16
Oct
2014
5 Thoughts on the Stock Market’s -7.5% Correction
Why is ANYONE surprised? Short Bonds if you dare… Managed Futures have been waiting This is why you diversify…for this… This is proving time for Liquid Alts
13
Oct
2014
Commodities Volatility in One Table
Here’s our monthly look at the various commodity ETFs and how they track a simple strategy of buying December futures and rolling them annually. Plus, a comparison to Ag Traders and an overall commodity index.
