Search results

I don't think I'm the only one who is begging for the commodities to pull back in order to load the truck and get long for a continued up move. Even a raging commodities bull like me doesn't want to jump on a moving train, I'd like to wait for a bit of weakness to get in here, it has gone...

Little anticipatory mini spike ahead of the Charlie G special at 3:30. ROFLMAO. This is what we call efficient markets. haha.

When will the Fed wake up and stop debasing the dollar? There is no bottom to this move until Bernanke gets the heave ho. There is so much crap that the Fed and the Treasury is spewing out to keep inflation expecations down that the only people believing it are Congressman and the dumb public...

That goes along with my thesis of forced buying margin calls on wheat short positions yesterday, that is the only reason that you can explain those moves yesterday, it was not done by anyone rationally making decisions based on the wheat market. We've seen the highs for this portion of the...

Why does everyone think inflation is bad for stocks? Inflation is only bad for stocks if the Fed actually cared about controlling it by raising rates. This Fed could give a rat's ass about inflation and lie like pinocchio in order to print print print. That is bullish for stocks. Stocks...

The only problem with real estate is that its relatively illiquid. There is a lot of pessimism out there, prices have come down, and those properties that never really felt the huge boom, like apartments, are going to maintain good value and rise. Buying rental properties like apartments is...

I'm sure the government will find some way to use their hedonic pricing magic on the CPI to say that inflation has bumped up, but just by 2/10ths of a percent. LOL. Running joke at Capital hill.

With the rally we have gotten in the stock market in recent days, and with the Fed hell bent on inflating their way out of the housing bubble, real estate looks to be better than stocks here. With all the negativity in real estate, the overhang of supply which has pressured prices in the...

Everyone in the world has inflation except the United States. That is biggest joke that is being run by the Fed. The other central banks with the stronger currencies are worried about inflation and you have the country with the weakest currency telling everyone that inflation is contained...

Commodities are the purest form of capitalism. Pure supply and demand. There is an ample supply of dollars, growing at double digit percentages per year, and a supply of commodities which are hardly rising. Then you have demand. No one wants to own dollars. They want to own or need to...

Anyone have the balls to short wheat tonight? I think the run in the near term is finished. Looks like the weak hands have panicked out of their short wheat positions today. The question is will funds come in to buy weakness, that is the only variable. Wheat is very richly priced compared to...

Feels like a top in wheat. I think he blew his load today. There isn't much that will top what happened today, I think the short side now is in much stronger hands than at the beginning of the day. I wouldn't be surprised to see wheat weakness for the next several days.

This wheat market is not that liquid compared to other futures markets like crude oil or gold or even corn or soybeans. It doesn't take much to move these markets, and with funds making moves and some getting caught short, you get these fast moves that happen in minutes. Someone is obviously...

Just peeled down a $1 in 10 minutes. Crazy action, I wonder who the heck is pushing the buy and sell buttons here. Someone is making a mint and someone is absolutely getting killed.

This is insane. What is going on? That is the fastest move I have ever seen in any commodities market EVER.

The Fed doesn't care about controlling inflation. This is bullish for the stock market and crude at $100, wheat at $12 doesn't phase this Fed. They are looking to rescue the markets. Thats their main concern.

LOL. That is the craziest action I've seen in commodities, the wheat is just going crazy, one day its limit up and the next day its limit down. Holy cow, the May 08 is now down 130 points! What a sick market.

It is absurd that this market loves to hear about the AAA garbage, like it matters. Its all semantics, like anyone can trust those clowns at S&P and Moodys. edit: how worthless is this news about banks that need the insurance on their bonds bailing out the insurers to keep the AAA rating...

Cutting 225 bps while oil has gone up $30 is insanity, and that will soon be 275 bps in a month. And the 30 year mortgage rates are going up, not down. This is not what the Fed wanted. It just makes me more bullish on commodities the more these idiots ignore inflation.

That is the one bullish scenario that this market is hanging on to. There is a lot of inflation and the Fed just doesn't care and is willing to overlook it or lie about it in order to ease. It is going to end badly in real dollars but in nominal dollars, the stock market could do well...