ONE-TWENTY TWO: Trading Financial Markets
Exploring the poetry in financial markets for students of money and economy since the year 2000.
(This is an excerpt from an article I originally published on Seeking Alpha on May 20, 2012. Click here to read the entire piece.) BHP Billiton (BHP) Chairman Jacques Nasser raised eyebrows in a discussion with reporters on Wednesday, May 16th when he indicated that commodity prices are likely to keep falling for now: “The … Read more
(This is an excerpt from an article I originally published on Seeking Alpha on April 23, 2012. Click here to read the entire piece.) Commodity stocks have generally underperformed the stock market in 2012. I still cannot decide whether this weakness represents a leading indicator of broader weakness to come or a fortuitous relief to … Read more
Last year I made the case for investing in Canada in 2012 (see “Buying Canadian On Expectations For Stronger Growth“). I have only made one move since then (buying Encana Corporation (ECA) on weakness in natural gas prices) as I continue to wait for discount prices. I thought just such an opportunity had arrived in … Read more
(This is an excerpt from an article I originally published on Seeking Alpha on January 17, 2012. Click here to read the entire piece.) Last year I wrote a two-part series leveraging the work of Jeremy Grantham to develop a strategy for profiting from a crash in commodity prices (see “Profiting from Physical Assets in … Read more
This is an excerpt from an article I originally published on Seeking Alpha on December 5, 2011. Click here to read the entire piece.) The Australian dollar was a particularly strong beneficiary of last week’s bullish euphoria. Although the dollar index has only lost about 1% since its most recent peak on Friday, Nov 25, … Read more