Archive for September 2010

Corn And Oil Ratio

While I cut my teeth in trading in commodities in the early 70’s I do not make commodity comments often.  The grain supply situation that has evolved in the past couple of months brings grain back into the Macro picture…Continue Reading →

Crucial Period Developing

As the S&P 500 makes its push to the 1150 area a pivotal rollover will occur for a number of reasons, some economic, some political.  John Mauldin has another good Out-Side The Box letter sent out yesterday called:     “Market…Continue Reading →

Stay Short

We missed this little trading rally, by not being aggressive enough in our last comments.  That means, stay with the Macro short position.  The election direction seems to have turned with Obama’s speech last week.  Now we can wait for…Continue Reading →