Thursday, September 2, 2010
The bastion of safety that Muni bonds held in the past might not be that safe any more. All one has to do is use a little common sense. In this economy sales tax, income tax  and property tax revenues are declining. The question is can we expect more defaults like Harrisburg, [...]

Wednesday, September 1, 2010
Gurus come and gurus go. What is interesting is Charles Nenner most people have never heard of him. He started Charles Nenner Research Center in 2001. Prior to this he spent years as a senior technical analyst for Goldman Sachs as well as head of trading research at Rabobank International.

Charles Nenner recent [...]

Monday, August 30, 2010
It always shocks me that so called investors run for the doors when a commodity trading advisor has a draw down. The fact is as much as they are not palatable for investors to go through they are as normal as breathing out. I look at draw downs of successful long termcommodity [...]

Friday, August 27, 2010
It is now clear that the global economic recovery is hitting a major wall of resistance. Just a few short months ago throughout the 1st quarter of 2010, the Federal Reserve was beginning to hold talks behind closed doors of how and when they might begin to tighten monetary policy. The economic [...]

Friday, August 13, 2010
For the last rolling 24 months it has been tough in the commodity trend following community. A lot of hot money flowed in after the average returns of 20% of 2007 and 2008. This hot money has left and manycommodity trading advisors have seen assets under management plunge. Gold cooled until recently…and [...]

Monday, January 18, 2010

There was a recent article in the wall street journal asking the question, “Has The Black Box Broken? This is not something new to long time commodity trading advisors and trend followers. I have seen these articles over and over again. If anything it encourages me to even allocate to more commodity [...]

Friday, January 15, 2010
Who do you believe?… Jim Rogers came out today and predicts food shortages. Jim Rogers thinks there will be food shortages because of the financial crisis. He believes the agricultural sector is low on funds and inventories are at the lowest levels in decades. An example is a recent trade that most [...]

Wednesday, January 13, 2010
Everyone would love to know what would be the outlook for the commodity markets and commodity trading. After a roaring 2007 and 2008 it seemed that commodity trading advisors would know no limit. The stock markets collapsed in 2008 and fear was rampant through out the world. During the turmoil when virtually [...]

Tuesday, January 12, 2010
Lets face it…when we look at a $100 Bill. It says this note is legal tender for all debts public and private. More so. It says In God We Trust. However… Can we still believe in the central banks, the FDIC or for that fact any currency because at the end of [...]

Monday, January 11, 2010

It seems now almost acceptable that Americans can walk away from their mortgages. Why not? So many are upside down, owing more money on a house than the house is actually worth.
Many Americans are just walking away and renting virtually the same homes for half or a third of their previous mortgage [...]

Tuesday, January 5, 2010

There was an interesting article online of Forbes discussing Billionaire predictions that I glanced through this morning. My immediate thought was..Do these Billionaires know something that we don’t? They know better than us? What I expected was they had a variance of opinions as we all do…as well as they are optimistic.. [...]