RSSCategory: Commodity Trading

Riding The Bear Market Rally

Riding The Bear Market Rally

Everybody’s been obsessed with “Dow 20,000” lately. The Dow Jones Industrial Average is perhaps the most widely-watched gauge of the U.S. stock market. And “20,000” is a big, fat, impressive-sounding round number. So it’s not surprising the financial media latched onto “Dow 20,000” like a dog to a bone. U.S. stock indices are indeed breaking […]

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How To Play The Bear Market Rally In Commodities

How To Play The Bear Market Rally In Commodities

We talk a fair bit about commodities here at Dent Research. That’s largely because Harry’s research has consistently pointed to deflation – not inflation – as the dominant force in this winter economic season. Indeed, commodity prices have sucked wind for years now. Crude oil fell to a low of $36 a barrel last year […]

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8 Markets In Contango And Backwardation

| September 29, 2016 | 0 Comments
8 Markets In Contango And Backwardation

Where is crude going? Will the grain markets stay this low for much longer? When will stock indices take their dip? Will the U.S. Dollar rally? It’s a subliminal way of asking for a genie or a crystal ball, and the futures market equivalent of asking your neighbor how high Facebook or Amazon’s stock will […]

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Potash Price Surge Could Lead To Higher Food Costs For Billions

Potash Price Surge Could Lead To Higher Food Costs For Billions

We are on the precipice of a food fight among 7 billion people, and potash will be right at the center of it. If you can add 200,000 people every day to the global population and account for a significant loss of farmland at the same time, you can begin to understand the dire food […]

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Morgan Stanley Goes Bearish On Commodities Amid Brexit, China Slump

| June 30, 2016 | 0 Comments
Morgan Stanley Goes Bearish On Commodities Amid Brexit, China Slump

There is a bull and bear case for commodities, a Morgan Stanley Global Metals Playbook notes. The June 27 report takes a decidedly bearish view of hard commodities in general. It issues a mostly neutral or even more pronounced bearish take on commodities in general, with one exception. The report contrasts their recommendation from last […]

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Brexit: The Pound Will Survive, The Euro Will Not

Brexit: The Pound Will Survive, The Euro Will Not

Friday, June 24th will be remembered as a Black Day for the British Pound. On that day, investors, shocked by the “leave” vote for Brexit, pushed the Pound off a cliff, toward its worst daily loss since 1985. And yet, despite the Pound being at the eye of the storm after the Brexit vote, it’s […]

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Price Of Gold: Do Imports By China Or India Really Matter?

Price Of Gold: Do Imports By China Or India Really Matter?

They Will Never Get It… We and many others have made a valiant effort over the years to explain what actually moves the gold market (as examples see e.g. our article “Misconceptions About Gold”, or Robert Blumen’s excellent essay “Misunderstanding Gold Demand”). Sometimes it is a bit frustrating when we realize it has probably all […]

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Warning: Sell These 3 Popular Stocks Today

| May 3, 2016 | 0 Comments
Warning: Sell These 3 Popular Stocks Today

Notorious real estate investor Sam Zell, who called the 2008 market crash, is back at it again, saying a recession is imminent in 2017. There are many warning signs flashing, and the three stocks profiled today are most at risk. The billionaire and contrarian investor, Sam Zell, has been getting increasingly negative on the United […]

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5 Despised Dividend-Payers With Easy 20% Upside

| April 28, 2016 | 0 Comments
5 Despised Dividend-Payers With Easy 20% Upside

There are two easy ways to make sure your portfolio beats the market averages, and most professionals too. The first you already know: Buy dividend payers, preferably those that boost their payout annually. The second is just as simple… Buy the dividend raisers that analysts hate the most. We see it repeatedly – the highest […]

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Buy Alert: February 4, 2016

| February 4, 2016

Buy Alert: February 4, 2016   Option Strategy: Buy Barrick Gold $ABX July 15, 2016 $11.00 calls for $1.90 or better.   Commodity Outlook: Gold Our precious metals focused trades are exploding right now… In fact, $GLD soared past our first profit target at $110.00 this morning. Be sure to collect the appropriate amount of […]

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