Markets & Macro Commentary
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Droughts, Crop Yields, and all that Ag Market Stuff…
First farmers had a horrible planting season because of the 2012 drought, and now they’ve had to delay planting because…
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Weekend Reads
it hasn’t been the brightest days for stock, commodities, or just about anything else. The Dow Jones had its worse…
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Random Thoughts on a Gold Down -$100 Day
Stocks down AND Bonds down (sign of things to come in a rising rate environment?) Gold down -$100(-6.83%). , broke…
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You Thought That was Bad? Look at These Monthly Losses
Comparing Asset Classes monthly is a little bit like looking up at the scoreboard during halftime. After asset class losses…
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The Trend Nobody’s Talking About
Since 2011, coffee has has been on a multi-year decline, but few CTA’s have been following this trend. We reached…
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Gundlach’s Next Call – Short Gold
Gundlach’s big calls last year for Short Apple/Long Natural Gas and Short Yen/Long Nikkei turned out to be right on…
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A Tale of Two Mays
We know… we know… May is almost an afterthought at this point a full week and a half of trading…
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RAID for the Gold Bugs
A broken clock is right twice a day – and for the True Believers in gold, that clock stayed broken…
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Risk On/Risk Off Market Snapshot: May 2013
2013 continues to sport far fewer risk on/off days than the last few years. Despite some larger stock moves in…
