It has been an interesting past two days in commodity markets, with some sharp moves up/then down, before settling in a little today…. with Silver moving nearly 10% in a session and a half, Cotton falling from its highs, and grain markets moving: (Sugar has dropped about -7% in the hour or so since we […]
Category: Markets
08
Nov
2010
Dollar Up, Commodities Up?
While one day does not make a trend – it was interesting to note the interesting pattern today of Gold (and other commodities such as Coffee, Cotton, Corn, Sugar, Wheat) rallying in the face of a rally in the US Dollar. The reasoning is that Euro Zone debt problems are surfacing again…. Greeks Credit Default […]
17
Sep
2010
5 points to consider with Gold at New all time highs in (in USD)
A few interesting things to note about Gold’s climb above $1,283/oz today to a new all time high. 1) This isn’t as crowded a trade as you would expect in managed futures, with only Accela, APA, Auctos, Covenant, and (going long yesterday) Clarke Worldwide – the managers we follow with long positions. (only about 30% […]
