Category Archive: Commodities

Football games and efficient markets

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I am not a football fan. But I did kick a ball around in the street with the other kids, as a young boy growing up in London. I never imagined I’d become… Continue reading

Mid Year Musings : Engineering A Perfect Market At A Price

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My son deceived me into borrowing Season 1 and 2 of the Game of Thrones before I realised that they were both rated M18 and bordered very closely, to my limited understanding, on… Continue reading

Midsummer Is Here – Inflation, Gold and Bitcoins

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Midsummer at exactly 6: 51 pm today as we mark the summer solstice and the longest day of the year. The weather does the day credit with the warm breeze that is blowing… Continue reading

HOLI HOGS, COFFEE, CATTLE AND BEANS – Commodity Crunch In Spring

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Temasek’s move on Olam got my interest back into my favourite market segment – soft commodities that I was, err, a bit early on the uptake last year, saw some stars and exited… Continue reading

Meanwhile … USD/CHF…or Gold .. or UST ?

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Actually, it’s been IDR for 2014 after Gold and Silver, of course. There’s a flock of black swans coming at us now and luckily, the positioning is at the lightest. CHF hit a… Continue reading

Asset Inflation Except Gold And Silver

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Gold and Silver are the worst performing asset class this year. Corn has lost out by a mile too but who’s counting ? All this talk about asset inflation got me thinking about… Continue reading

Let’s Pretend That This Episode Is Over – Shutdown to Slowdown

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Tired of being buffeted around in the markets because of this debt ceiling deadlock, why not pretend it is over ? What’s next ? Shutdown to slowdown ?   US economic data has… Continue reading

Confused about Commodities

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Caught up in the shutdown stalemate, not many would spare a thought for the commodity market except for the greedy idea that Gold will rally on market indecision and panic. I did up… Continue reading

Trading Blind – Unsupervised Markets As Regulator Shuts Down

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The CFTC is shutting down most of its operations too, leaving a skeletal crew to supervise the whole wide world of the markets out there. “a bare minimum level of oversight and surveillance… Continue reading

Silence is Golden : Gold in the coming weeks

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I have been silent on gold for some time now for I realise it has become an emotional topic even amongst friends, and it is not a subject for light hearted discussions with… Continue reading