OPEC’s Crude Oil price manipulation
The message is clear in OPEC's Crude Oil price manipulation You can click the image to read the article at CNBC. cnbc.com There is a reason that Energy is a…
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April 3, 2023
NFTRH 750 w/ reference to commodities
A brief segment on commodities, as we anticipated a potential rotation from Tech leadership to a temporary revival of some of the inflation trades Per the NFTRH trade log yesterday,…
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March 28, 2023
Neat little bear flag in DBC; inflation trades need not apply
This is a Goldilocks rally, not an 'inflation trades' (or cyclical) rally Today is an 'FOMC comment-free' day for me, as there is nothing surprising or new going on there…
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March 22, 2023
Agricultural commodities vs. Livestock, why the disconnect?
Agricultural commodities are in decline while Livestock are ramping Here on CPI day, I thought it would be interesting to look at agricultural commodities along with the livestock that consume…
March 14, 2023
Inflation & Commodities (NFTRH 745 excerpt)
#745's Commodities segment, discussing inflation and the materials of inflation Excerpted from the February 19th edition of Notes From the Rabbit Hole (#745) Inflation & Commodities The news is full…
February 19, 2023
Baltic Dry Index, commodities & inflation
Has the Baltic Dry Index (BDI) lost its 6 year correlation to commodities and inflation expectations? It would appear so, the Baltic Dry Index (weekly, linear scale chart) is in…
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February 7, 2023
One commodity bucking the trends: Soybeans
Soybean futures took out resistance amid a positive seasonal profile From the NFTRH trade log on December 23. The combination of positive seasonal conditions for Soybeans and the constructive daily…
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December 30, 2022
Live commodity prices and nice charts for reference
Trading Economics is apparently much more than an economics stats aggregator I was looking for a good measure of the Lithium price, as I don't trust the chart of Li…
December 22, 2022
Natural Gas Futures… U.G.L.Y.
Natural Gas Futures are down nearly 8% this morning NFTRH 734 had this to say about Natural Gas, along with a chart that showed critical support that is giving way…
December 5, 2022
Nutrien (NTR): Trouble in Ag land?
Nutrien (NTR) earnings show another 'inflation trade' biting the dust Fertilizer company Nutrien (NTR) earnings were hit by continued demand destruction in agricultural commodities and Nutrien stock is getting hammered.…
November 3, 2022
Commodities not buying it
Commodity tracker DBC remains vulnerable And I remain short. As the stock market bounces and some outlier commodity segments also bounce, here is a conspicuous non-participant, as the "last inflated…
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October 18, 2022
CRB index: almost too perfect
The CRB index tentatively turned down where it should have I am short commodities (DBC) as my only current short position. Hence, I have an interest in this oh so…
October 12, 2022
The ‘Continuum’ and its fellow travelers
Commodities and inflation expectations have/had been rising right along with the long bond's yield But some of the 30 year Treasury yield's fellows are dropping off, just as the hawking…
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September 22, 2022
Gold bugs, be not saddened
What is happening to gold lately and today is heartening It's been my favored scenario for becoming a gold stock bull. It goes like this... Inflation touts go over the…
September 15, 2022