Tag Archive
Hedge your US Dollar Risk
The US Dollar has recovered over the last 8 months or so, partly due to the weakness in global markets and currencies and partly due to the decline in oil. Now that oil has moved much higher from its January lows, the dollar is starting to show signs of resuming its long-term downtrend. So why... »
The New Price of Oil
If you are like me, you must be annoyed at the price of oil. From $145 to $35 in 6 months with no major event. If anything, the Israel attack on Gaza and the production cuts would drive oil the other way. Some argue recession and a lack of demand from China and India,... »
Oil – the Slippery Slope Continues but USO looks Attractive
Oil is now at $38 a barrel. It has been trading the $38-$42 range for the last month or so. One can complain about the Dow falling 50% over 12 months, but how about Oil falling 75% in 6 months? It fooled a good many who were betting it would keep going up and... »
Jim Rogers still Bullish on Commodities, Bearish on the Fed
Jim Rogers, famed author of Hot Commodities: How Anyone Can Invest Profitably in the World’s Best Market and Investment Biker: Around the World with Jim Rogers, and chairman of Rogers Holdings is still bullish on commodities. The original bull on commodities has long been a staunch believer in commodities including metals, agriculture and energy... »
Cal-Maine Foods Ready to Cook
Cal-Maine Foods (CALM) is the largest egg producer and distributer in the US. It sells 685 million dozen eggs a year and holds a 15% market share, with a flock of 30 million birds including the 2 million recently acquired through the purchase of Zephyr Egg along with additional flock from the purchase of... »
Is it Time to Bet Against Oil Yet?
Over the last week or so, ever since oil topped the $140 mark consistently, I have been tempted to recommend a short position on oil. Today, after two days of oil selling off, I am still in a conundrum. Lets review why oil is where it is: 1) Demand story is still very much holding true... »
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