2-year Treasury yield indicates rising Fed Funds to come The link between commodities and Fed policy has been hit or miss (at best). However, when
Category: Commodities
Ags on the move
The Agricultural ETF is breaking out I had been using individual Teucrium funds and related companies like NTR and MOS as vehicles for the Ag
Coal gaining headlines, enter the Stag
Stagflation, Coal style My definition of Stagflation is ‘inflation that works to impair the economy’ (as opposed to appearing as a benefit as it does
Cathie Wood conjures ghosts of yore
Cathie Wood calls for a drop in oil prices And well, at least she’s got the seasonal average on her side. Ugh, if the seasonal
A negative divergence to the inflationary reflation trades continues
TSX-V/TSX ratio continues to negatively diverge the reflation trades Back on June 21 we compared inflation expectations with the fading CDNX/TSX Ratio using this chart
Gold/CRB ratio; where is the risk and where is the reward?
Gold/CRB ratio indicates a positive risk vs. reward for gold over commodities Most of the 2020 risk in Gold/CRB has been bled out over the
Palladium ETF fills the gap
Palladium ETF tanks to fill a gap The Palladium ETF (PALL) filled a gap that kept me from buying it in March (the metal sported
Plummeting, not Lumbering…
Lumber (adj.): move in a slow, heavy, awkward way Okay, well Lumber has been heavy, I grant you. But it is not lumbering or awkward,
Doctor Copper Re-Thinks Blue Sky
Copper is pulling back after its breakout to an all-time high First the disclaimer: I bought COPX & FQVLF after seeing them pull back to
Copper Miners: Tested Pattern Top
Copper miners continue to bull On April 15 we had an NFTRH+ update (Correction is Ending in This Reflation Trade, now public) Last week I
Doctor Copper & friends, warehouse levels
LME warehouse levels for various industrial metals Doctor Copper gets the attention, but the red metal is just one of a whole bunch of cyclical
Copper/Gold Ratio: The Truth of the Matter
Commodity bulls are running rampant. It’s “inflation all the way, Baby!” and everybody knows this. There are jingles and promotions aplenty out there, of everything